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Avalanche Acquisitions — Client Intake Form

Before your onboarding call, we need to understand your firm inside and out. This form takes 5–7 minutes and allows us to hit the ground running from day one. Be as specific as possible — the more detail you give us, the faster we move.

What is your full name?

What is your firm's name?

What is your primary practice area?

What is your primary practice area?
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How long has your firm been operating?

How long has your firm been operating?
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How many attorneys or staff are currently on your team?

How many attorneys or staff are currently on your team?
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What is your firm's website URL?

How many leads or inquiries does your firm receive per month?

How many leads or inquiries does your firm receive per month?
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What is your current average response time to a new lead?

What is your current average response time to a new lead?
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What percentage of your leads convert into paying clients?

What percentage of your leads convert into paying clients?
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What is the average value of a new case or client to your firm?

What is the average value of a new case or client to your firm?
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What is your current monthly revenue?

What is your current monthly revenue?
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Where are most of your leads currently coming from? (select all that apply)

Where are most of your leads currently coming from? (select all that apply)

Do you currently run any paid advertising?

Do you currently run any paid advertising?
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What CRM or system do you currently use to track leads and clients?

What CRM or system do you currently use to track leads and clients?
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Do you have an existing website or landing page for lead capture?

Do you have an existing website or landing page for lead capture?
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Do you currently have any automated follow-up in place?

Do you currently have any automated follow-up in place?
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What is your single most important goal for the next 90 days? (Be specific — e.g. I want to go from 8 signed cases per month to 15)

List up to 5 other goals you want to achieve through this engagement.(e.g. Build a consistent pipeline, reduce time spent on intake, improve lead response speed)

What has held you back from achieving these goals until now? (Be honest — this helps us understand exactly where to focus first)

Have you worked with a marketing agency or consultant before?

Have you worked with a marketing agency or consultant before?
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If yes — what went wrong or what were you missing? (e.g. They ran ads but never fixed our follow-up, or we got leads but couldn't convert them)

What is the best email address to reach you?

What is your mobile number?

What is your preferred communication method with our team?

What is your preferred communication method with our team?
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What are your typical working hours?

What are your typical working hours?
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Is there anything else you want us to know before your onboarding call? ( Anything specific you're worried about, excited about, or want to make sure we cover)

You're all set. Your onboarding call is the next step — if you haven't booked it yet, go back to your portal and lock in your spot now. We'll review everything you've shared before the call so we can hit the ground running. See you soon.