The Intake Conversion System
A national competitor promises families a two-day start. Most clinics can’t say where their own intake leaks. This workbook maps your five-stage funnel, plugs in your real numbers, and hands you the scripts and policies to seal it — stage by stage, from first touch to first session.
ABA Digital Marketing is part of A-Train Marketing — a full-service healthcare marketing agency since 1998.
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What’s inside this workbook
- Your funnel, your numbers — the five-stage map (first touch, tour, paperwork, auth, first session) and the worksheet that finds the one stage costing you the most families
- The first 24 hours — who answers the Sunday lead, five phone-coverage models with real costs, and the build-vs-hire rule by inquiry volume
- The tour that converts — standing tour windows, a HIPAA-safe route, and the in-home version: the explanation call that does the same job
- Paperwork without the stall — why the best fix is finishing it live on the call, plus the deadline, nudge, and kind-release policy for when you can’t
- Scheduling and the close — the two-slot offer, the written move-on rule, and the confirmation cadence that gets families to the first session
- The one metric that ties it together — days from first touch to first session, and how to review it every month
- A self-scoring workbook — every stage has a worksheet, a checklist, and a maturity check you fill in for your own practice
Who this is for
ABA practice owners, BCBAs going independent, and operators building referral pipelines from scratch. The content is tactical — scripts, cadences, tracking systems — not theory. Strategy by a BCBA, backed by A-Train Marketing’s 25+ years in healthcare marketing.
Each workbook is a fill-it-in working document, not a read-and-forget ebook. Pages alternate between teaching, exercises, and checklists so the system lives in your practice by the time you close it.
Want a deeper look at your strategy?
This workbook gives you the system. An ABA strategy meeting is where we apply it to your specific market, competition, and stage — and talk through where the organic growth actually lives for your practice. No pitch. Just a focused conversation.