The One Intake Question That Filters Tire-Kickers and Builds Trust
You ever get to a consultation and feel like you’re starting at zero?
The potential client doesn’t remember what they filled out. They’re vague, uncertain, maybe even defensive. You’re trying to connect—but it’s a cold start.
One small change can shift that dynamic completely. And it’s something we recommend to all the firms we work with:
Add this one question to your intake form or scheduling link:
“What motivated you to reach out to us today?”
That’s it. No big intake overhaul. Just one thoughtful prompt.
Why? Because it makes people pause. It moves them from “just clicking around” to engaging with their own story. And when someone shares that story—even briefly—they walk into your consult already emotionally invested. They feel heard before you’ve even said hello.
It’s a simple tweak that changes the entire tone of your first meeting. It also helps weed out the folks who aren’t ready (you know the ones), so you can spend your time with people who are.
I’m not saying this is the only magic bullet—but for many of our firms, this one small shift makes consults smoother, conversions higher, and time better spent.
➡️ Want to make your intake process even more strategic?
Let’s talk about what’s working now to get more ready-to-act clients through the door.
Schedule a time to chat.