361. Toolkit: Lead Leaks in PI Firms: Where They Start and How to Fix Them
Description
Every firm loses good cases, they just don’t know it. David Haskins, president of SPEED AI, reveals where those hidden “lead leaks” start and how to fix them before opportunity slips away. From bias at the intake desk to systems that never catch mistakes, David explains what the best firms are doing to convert more of the leads they already have.
You’ll learn:
The unseen reasons firms lose qualified leads before they hit the CRM
The “one call close” mindset that stops giving clients homework
Why call auditing and AI tools are changing intake accountability
How recognizing your best calls can motivate—and multiply—wins
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