Intake playbook
Module 2 · Sign on the call
- 01Text and email the retainerCheck they can open it.
- 02Stay on the lineWalk them through signing.
- 03Ask up to three timesAnswer the real worry first.
Built from thousands of hours of calls
10 signed MVA retainers
in 90 days or your
money back.
Each claimant passes nine written checks and is live on the phone with your team before it counts. All your team has to do is sign the retainer.
- Nine written checks
- Live three-way call
- Intake training included
- Full refund if you sign fewer than 10
For firms spending $20k+ a month on marketing.
How we get
you to 10.
We don’t just send calls. We train your team to sign them.
- 1
Start with a pack
Priced per qualified transfer, paid upfront.
- 2
We train your intake team
Our playbook, before your first transfer. Run it and the guarantee has you covered.
Fewer than 10 signed?
We refund the full pack price.
Full refund
Trained on thousands
of hours of intake calls.
We studied what signs a claimant and what loses one. Your team gets that playbook before the first transfer.
- 01
The live handoff
Take over the call and earn their trust in the first minute.
- 02
Sign on the first call
Guide them through the retainer before you hang up.
- 03
Win back dropped calls
Reach them again fast, while the accident is still fresh.
- 04
The follow-up rhythm
Turn “not right now” into a signed retainer.
Every week we coach your team on what to fix next.
Preview
Checked before
it rings.
Four checks on the form. Five by phone. All nine agreed with you in writing. If a claimant misses one, it does not count.
9 of 9 written checks before your phone rings
- 01Accident date
- 02Crash details
- 03Injury reported
- 04No attorney yet
- 05Not at fault
- 06Treatment
- 07Their insurance
- 08At-fault insurance
- 09Police report
- Introduced liveYour intake team
The full record follows every call.
Claimant details, all nine answers and a short summary, sent where you choose.
Call summary
Rear-ended at a light on Oct 6. Neck and back pain, seen at urgent care the next day. The other driver has BI coverage and a police report was filed. Wants to speak with a lawyer today.
Transfer record
J. M. · Oct 18, 2:14 pm
- 01Accident date
- Oct 6
- 02Crash
- Rear-ended at a light
- 03Injury
- Neck and back pain
- 04Attorney
- None yet
- 05Fault
- Other driver, per claimant
- 06Treatment
- Urgent care, Oct 7
- 07Their insurance
- Own policy, with UM
- 08At-fault insurance
- BI coverage, carrier known
- 09Police report
- Filed
9 of 9 checks · introduced liveQualified
Each claimant goes
to one firm.
Never resold. Never shared. We never sell the same claimant to the firm down the street.
A shared lead list
3–5firms buy the same claimant
Better MVA Leads
1firm: yours. Never resold.
Questions.
Straight answers. Anything else, ask Ryan on the call.
What training does my intake team get?
Before your first transfer, we train your team on the playbook: taking over the live call, signing on the first call, winning back dropped calls and the follow-up rhythm. Each week we coach them on what to fix next. Teams that run the playbook are covered by the guarantee.
Is this exclusive?
Yes, per claimant. Each one goes only to your firm and is never resold or shared.
Where do claimants come from?
From our own ads. Each claimant tells us about their accident and agrees to be contacted before we call. We are a marketing service: we give no legal advice and never take a share of legal fees.
What counts as a signed retainer?
A claimant we introduced signs your retainer, and your firm accepts the case.
Do I still pay per transfer?
Yes. Your pack is priced per qualified transfer and paid upfront, and we never take a share of your fees. Full terms are agreed in writing before launch.