Intake as a Service

We call your leads first. You only hear from the ones worth your time.

Leads don't wait. They submit, they move on, and they book with whoever called them first… which wasn't you. 

CMG steps in as your dedicated intake team. We contact every inbound lead on your practice's behalf, ask the right questions, and pass you only the families who are ready to move forward — so your intake team spends its time where it counts.
Trusted by ABA and behavioral health practices nationwide.

The intake problem

Numbers Affecting Your Bottom Line

47 hrs

The average business takes 47 hours to respond to a new lead

21x

Leads contacted within 5 minutes are 21x more likely to qualify than those contacted after 30 minutes

78%

of buyers go with the first company that responds to them

51%

of leads are never contacted at all

Your leads are coming in. But too many are slipping through.

You've invested in marketing to bring families to your door. But getting a lead is only half the battle. If no one follows up quickly — or your intake team is tied up screening inquiries that were never a fit — those leads go cold. And that marketing spend goes to waste.

The CMG difference

Without CMG vs. with CMG

A side-by-side of what happens to your inbound leads with and without a dedicated pre-qualifying caller in place.

Without CMG

Leads fall through the cracks

Leads wait hours or days for a callback — and choose someone else
Your intake team spends time on families who don't meet your criteria
After-hours and weekend inquiries get no response until it's too late
Follow-up is inconsistent — every team member handles it differently
You have no clear picture of why leads aren't converting

With CMG

Every lead handled the right way

Every lead is contacted promptly on your practice's behalf
Only pre-qualified families reach your intake team
No lead goes unanswered — regardless of when they submit
Every lead goes through the same consistent qualification process
You get a clear record of every call, every outcome, and every referral

The process

How it works

From inbound inquiry to qualified handoff — here's the full path every lead takes once we're in your corner.

A lead comes in

A family submits an inquiry through your website, landing page, or ad. CMG receives the notification immediately.

We make the call

We contact the lead promptly on your practice's behalf, introducing ourselves as part of your team and moving the conversation forward.

We qualify them

Using a qualification checklist built around your specific criteria (diagnosis status, insurance, location, and service fit), we determine whether the family is a match for your practice.

You get the warm lead

Qualified families are passed directly to your intake team, ready to book. You receive a full summary of every call — qualified or not.

Everything your intake process needs. None of the overhead.

A complete qualification layer that plugs into your practice — so you don't have to hire, train, or manage another seat on your team.

Custom qualification criteria

We build your qualification checklist around your practice — your insurance requirements, service areas, age ranges, and intake standards.

Prompt lead follow-up

Every inbound lead is contacted quickly, on your behalf — so no inquiry goes cold while your team is busy with existing clients.

Consistent process, every time

Every lead goes through the same structured qualification conversation — no variation, no gaps, no dropped balls.

GoHighLevel & CRM integration

Call outcomes, notes, and lead status updates are logged directly into your CRM so your team always has the full picture.

SMS booking link delivery

Qualified families are sent a scheduling link by SMS immediately after the call — making it easy for them to book their intake consultation right away.

Full call reporting

You receive a clear record of every call we make on your behalf — who we spoke to, what was discussed, and the outcome — so you always know where your leads stand.

Client feedback

See what our clients are saying

  • CMG started calling our inquiries within minutes, and within the first month, our intake team was only talking to families who were actually ready to move forward. It changed how we run our whole front office.

    Rachel

    New Jersey
  • Our intake coordinator was spending half her day on calls that went nowhere. Now she only talks to families who've already been screened and are ready to book. The time we've saved alone has been worth every penny.

    Marcus

    Texas
  • We get inquiries at all hours, and we just couldn't keep up. Knowing that every lead is being contacted and qualified (even on weekends) means we're not leaving money on the table anymore. Our conversion rate has genuinely improved.

    Danielle

    New York

Book a consultation

Stop losing leads to slow follow-up.

Book a free consultation and find out how CMG can start qualifying leads for your practice.
Free, no-obligation strategy call
Custom qualification plan for your practice
Typical response within 1 business day
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