Closing the loop
Which inquiries your firm bought last quarter actually became matters?
Received, contacted, assessed, retained - tracked for every delivered inquiry.
This model works best with firms willing to return outcomes.
Outcomes recorded both ways · Feeds back into your criteria · No results promised
What missing outcomes conceal
Without outcomes, both sides keep repeating the same mistakes on purpose.
Nobody knows what happened to last month's inquiries.
Criteria cannot improve because no outcome data comes back.
The decision to renew is made on impression rather than evidence.
How tracking works
Outcomes returned, reviewed, and written back into the standard.
A short status on each delivered inquiry is enough to make the next month sharper.
- 01
Agree the fields
The smallest set of outcome fields your intake can reliably return.
- 02
Return them
On a cadence your team can sustain, not a burdensome daily report.
- 03
Act on them
Adjust criteria, pace, or market where the data points somewhere specific.
The feedback loop
A small set of outcomes the firm will actually maintain
- 01
An outcome loop
Your intake reports what happened to each delivered inquiry.
- 02
A shared review
Received, contacted, assessed, retained, reviewed together on a regular cadence.
- 03
Criteria adjustment
Basic performance feedback can inform adjustments to the criteria or volume.
Illustrative outcome report
The stages reviewed for every delivered inquiry
| Stage | Recorded by |
|---|---|
| Inquiries received | Delivery record |
| Contacted | Your intake team |
| Assessed | Your intake team |
| Retained | Your firm |
Illustrative example. Not a record of past performance or results.
If intake can return received, contacted, assessed, and retained, the channel can be reviewed on evidence.
10 - Start here
Scope an inquiry service with outcome tracking built in.
Describe the matters, screening exclusions, intake coverage, capacity, and budget; we will use the conversation to define a workable reporting loop.
- 01
Tracked matters
- 02
Intake stages
- 03
Reporting scale
- 04
Reporting owner
Ready to close the loop
The participation needed from intake
This is for you if
- An intake system that records outcomes
- Willingness to share them
- A regular review slot
- Interest in refining the standard over time
This is not for you if
- Your team cannot return an outcome status on delivered inquiries.
- You are looking for reporting on results or case value.
- You do not want the criteria revisited as evidence accumulates.
Questions about reporting
All questions for this offer →- Why do you need our outcomes?
- Without them the criteria cannot improve and the channel cannot be evaluated honestly. Read the full answer
- How much reporting is this?
- The smallest set of fields your team can return consistently. Read the full answer
Next step
Choose the outcome fields your intake can sustain.
Tell us what your system already records, who owns updates, and the review cadence the team can maintain. Reporting should be useful enough to guide changes and light enough to continue.