HeyJaredThe Intake Playbook
The Intake Playbook Podcast is the only podcast laser-focused on transforming your intake process to drive higher conversions, better client experiences, and massive revenue growth. Hosted by Gary P.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 26, 2026
Latest episodes
Why Your Intake Team Needs Better Feedback [034] (opens the original)
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Telling your intake team to “do better” isn't training. It's pressure. In this episode of The Intake Playbook , Gary shares what he saw inside a law firm where the intake team constantly heard questions about what went wrong—but almost never received positive reinforcement. The result wasn't better performance. It was the kind of culture where people learn to hide mistakes or look for other opportunities. In this episode, you'll learn: 🔹 Why intake teams need constant coaching—not constant criti
Your Lost Leads Are Trying to Tell You Something [033] (opens the original)
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Most law firms close a lead as lost, rejected, or turned down—and move on. In this episode of The Intake Playbook , Gary explains why that's a mistake. When he works with a law firm, one of his favorite exercises is reviewing the leads they've closed over the previous three months. That's where patterns emerge: missed callbacks, inconsistent follow-up, passive quitting, weak objection handling, and opportunities to create advocates that were overlooked. In this episode, you'll learn: 🔹 Why close
Why Intake Is Your Most Important Revenue Department [032] (opens the original)
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Most law firms invest heavily in marketing—but far too few invest the same time, attention, and leadership into intake. In this episode of The Intake Playbook , Gary explains why treating intake like an administrative department is one of the biggest revenue mistakes a law firm can make. Marketing creates opportunity. Intake converts opportunity. When one is prioritized over the other, growth suffers. In this episode, you'll learn: 🔹 Why intake should be treated as a revenue function 🔹 How every
Why Your Intake Review Process Is Broken [030] (opens the original)
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Most firms review intake after the damage has already been done. In this episode of The Intake Playbook , Gary shares the story of a law firm that discovered a high-value lead sitting untouched in the wrong status—weeks after the family had already hired another attorney. The problem wasn't simply that the lead was missed. It was that the firm didn't realize it had been missed until there was nothing left to recover. In this episode, you'll learn: 🔹Why monthly intake reviews cost firms valuable
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