Your consultations may be costing you more than you realize.

This short scorecard helps you identify where revenue is leaking out of your intake process—so you can fix the right thing first.

Start the Scorecard

What This Is / What This Is Not

This is:



A fast diagnostic designed for law firm owners



A way to measure whether consultations convert consistently



A tool to identify your biggest revenue leak

This is not:



A sales script



A pressure tactic



A gimmick disguised as help

The Consultation Conversion Scorecard™ (Digital Edition)

Step 1 of 4

25%

Company

This field is for validation purposes and should be left unchanged.

Section 1: Positioning & Authority

I clearly set expectations for the consultation before it begins.(Required)

Yes

No

Unsure

Prospects understand why this consultation exists and what decisions will be made during it.(Required)

Yes

No

Unsure

I lead the consultation rather than reacting to the prospect’s agenda.(Required)

Yes

No

Unsure

I am comfortable interrupting or redirecting when a prospect goes off track.(Required)

Yes

No

Unsure

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Positioning and Authority Results

Section 2: Structure & Control

My consultations follow a consistent structure regardless of the client.(Required)

Yes

No

Unsure

I control the pacing of the conversation.(Required)

Yes

No

Unsure

I do not feel pressure to answer every question immediately.(Required)

Yes

No

Unsure

I am intentional about what I do not explain during the consultation.(Required)

Yes

No

Unsure

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Structure and Control Results

Section 3: Value Communication

I clearly articulate the value of my services without over-explaining.(Required)

Yes

No

Unsure

I do not discount my fees to relieve discomfort.(Required)

Yes

No

Unsure

Prospects understand the cost before the end of the consultation.(Required)

Yes

No

Unsure

I am comfortable letting a prospect decide without chasing them.(Required)

Yes

No

Unsure

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Value Communication Results

Section 4: Closing & Follow-Up

Every consultation ends with a clear next step.(Required)

Yes

No

Unsure

I do not rely on “let me think about it” as an acceptable outcome.(Required)

Yes

No

Unsure

My follow-up process is structured and consistent.(Required)

Yes

No

Unsure

I track consultation-to-client conversion rates.(Required)

Yes

No

Unsure

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Closing and Follow-Up Results

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Weakest Area

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Weakest Area - 100

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Weakest Area - 200

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Weakest Area - 300

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Weakest Area - 400

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Card Total Score

Want help translating this score into a consultation process that closes consistently—

without pressure, discounting, or awkward scripts?

Schedule a Revenue Leakage Diagnostic Call

(No pressure. This is a working session.)



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Want help translating this score into a consultation process that closes consistently—

without pressure, discounting, or awkward scripts?

Schedule a Revenue Leakage Diagnostic Call

(No pressure. This is a working session.)