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Intake Style Assessment

What Kind of Intaker Are You?

Your intake style — how you handle leads, build rapport, and close the deal.

Why this matters

The best intake teams aren't built from one mold. Understanding your natural style helps you lean into your strengths — and patch the gaps that cost you conversions.

What you'll get for completing the survey

  • See your intake profile and what it means
  • Discover your natural strengths and blind spots
  • Get targeted advice to improve your close rate
2 minutes
Intake managers, legal intake specialists, and front-desk staff
Intake Style Assessment — Free Assessment
Question 1 of 713%

Q1

A new lead calls in. What's your first instinct?

Select one

Tap an option to continue

Takes 2 minutes. Your results appear instantly.

Why intake style matters

Your style shapes your numbers

Intake isn't one-size-fits-all. Understanding how you naturally handle calls helps you convert more leads — without fighting your instincts.

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Know Your Strengths

Every style has an edge. The Closer converts cold leads. The Connector builds trust. The Processor never drops the ball. Lean into what you do best.

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Spot Your Blind Spots

The Connector leaves money on the table. The Closer pushes too hard. The Juggler loses leads in the chaos. Know what to watch for.

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Unlock Your Next Level

Your unlock isn't about becoming someone else — it's about adding range to what you already do well. Small shifts, big results.