When a call hits Rob Levine’s firm, it’s instantly scrubbed against the CRM, classified as a lead, vendor, or existing client, and routed to the right person based on case type and closing performance.

Nothing is random. And nothing touches intake unless it’s worth closing.

In this episode, Rob breaks down how his firm handles massive lead volume without leaks by using performance-based routing, real-time system logic, and a first-call-close mentality that treats intake like sales, not reception.

You'll learn:

Why Rob refuses to route calls evenly—and how reps are ranked instead.
How he automatically separates new leads, vendors, and existing clients.
Why you should never put intake calls on hold.

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390. After the Phone Rings: Managing Leads at Volume w/ Rob Levine