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In the meantime, here’s what’s inside—and how to get started fast. Your PDF includes the full step-by-step automation workflow we use to track video performance across two YouTube channels—plus tips for optimizing your own channel using Notion or AirtableYour kit includes everything you need to uncover lost revenue, streamline client intake, and automate after-hours follow-up using AI..
Missed Revenue Calculator (Excel)
Instantly estimate how much revenue you’re losing to missed calls with this easy-to-use spreadsheet. Just plug in your numbers.
Quick-Start PDF Guide
Step-by-step instructions to review your current intake process and identify where leads are slipping through the cracks.
AI Call Flow Template
A visual diagram showing how smart firms use AI to capture and qualify leads—without adding staff.
Bonus: Discovery Call Option
Want help implementing this? Book a free Discovery Call to explore AI-powered automation for your law or accounting firm.
đź—“ FREE DISCOVERY CALL
Book a no-pressure Discovery Session to map out how we can customize this exact system for your law or accounting firm—whether you're tracking marketing videos, lead magnets, or educational series.
We’ll review your channel goals and walk through the best way to apply this workflow in your content strategy.
🔒 Your time is protected. This is a free, no-pressure session — no sales pitch.
We’ll walk through your current intake process and recommend where AI can make the biggest impact.
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