{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/7d40b5a8f82e4317948165d6a4edc3bf\" frameborder=\"0\" width=\"1864\" height=\"1398\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1398,"width":1864,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1398,"thumbnail_width":1864,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/7d40b5a8f82e4317948165d6a4edc3bf-79b977e84a51fc1a.gif","duration":432.837,"title":"Overview of the Case Intake Backend Process","description":"In this video, I walk you through the case intake backend, highlighting how new leads appear in both your email and the case evaluation pipeline. We discuss the stages of the intake process, from new leads to case acceptance, and how to assign case scores based on the information provided. I also emphasize the importance of tracking our pipeline value, which can reach up to $75,000, and analyzing lead sources for better ROI. Please make sure to follow up with new leads promptly and utilize the task automation features to streamline our process. If you don't have a CRM in place, let's work on getting that set up!"}