Slow replies and paperwork cost you clients.
We find the one leak costing you most and build the fix. One-time build.
Proof
What we measure first.
How we measure
Missed-call rate
Measured on your live line
Follow-up latency
Timed on your real leads
No-show rate
Baselined against your booking data
Intake completion
Audited across your funnel
Your numbers, from your own tools.
One workflow, built first
See it work in your own tools before you decide on anything more.
One-time build. No retainers.
Add more workflows only if you want them. Maintenance is optional.
You approve every message
Drafts go to you first. Privacy and consent rules are built in.
The problem
Most practices lose revenue in the gaps between steps.
Missed calls. Slow follow-up. No-shows. Paperwork that stalls. Referrals nobody asks for. You don't see it because it is spread across your day.
Private-client law
Enquiries that wait
Calls after hours and emails that sit unanswered while the prospect calls the next firm. Consultations missed. Retainers that take weeks to collect.
Wealth advisors
Paperwork that stalls
IDs, KYC forms and statements that trickle in for weeks. Review meetings that slip. Happy clients who are never asked for an introduction.
Elective clinics
Leads that go cold
Missed calls and slow replies to high-value enquiries. Consultation no-shows with no recovery. Reviews nobody asks for.
Speed matters: industry studies of web-generated leads consistently find that responding within minutes makes a lead far more likely to be reached than waiting an hour or more.
The solution
We find the leak. We build the fix. You decide what's next.
We map your practice from first enquiry to repeat client, pick the one leak worth fixing first, and build that single workflow. If it works for you, we can build more, one at a time, for a one-time fee. Ongoing maintenance is optional.
Find
We look at your numbers and find the leak costing you the most.
Build
We build one workflow in your existing tools. You approve every message.
Decide
You see it work on real leads. If you like it, we can build more for a one-time fee.
Who we work with
Three industries. Same quiet leaks.
Private-client law
After-hours enquiries, no-shows, deadline reminders and retainer collection, handled.
Find My Blindspot →Wealth advisors and planners
New-client paperwork chased until it is in. Review-meeting reminders and referral asks, with compliance in mind.
Find My Blindspot →Elective clinics
Missed-call and slow-lead follow-up, no-show recovery and review requests, with consent built in.
Find My Blindspot →How it works
One workflow first. Then you decide.
We build the first workflow in your own tools. If you like it, you can add more, one at a time, for a one-time fee. Ongoing maintenance is optional, and nothing in the first build requires it. No long-term contracts.
Step 1
Discovery call
10 to 15 minutes. We look at your numbers and your tools.
Step 2
We build one workflow
About a week, inside your existing tools. Messages are drafted for your approval.
Step 3
You see it work
It runs on your real enquiries, appointments or paperwork.
Step 4
You decide
Add more workflows for a one-time fee, or stop. Maintenance is optional.
Your options
Three ways to handle a revenue leak.
Doing nothing
The leak keeps running
Every missed call, slow follow-up and no-show keeps costing you, and you never see the number.
Hiring an agency
Retainers and long onboarding
Weeks of discovery and monthly fees before you see anything working.
Blind Forma
One workflow. One-time build.
No retainers. You approve every message. Add more only if you want them.
Find your leak. See one workflow work.
Most practices lose revenue to gaps nobody is tracking. We find the biggest one and build the fix in your own tools. One-time build. No retainers.
- 10 to 15 minute discovery call
- First workflow built in about a week
- No long-term contracts