It’s important that you hold your intake team accountable to your high standards and processes. Every call is a representation of your firm. Your intake

I recently shared Intake Expert Chris Mullin’s formula for increasing phone conversions. P.A.S. - Problem, Agitate, Solution. This simple formula is an excellent, memorable and

The majority of every hour your team spends as part of the intake staff should be on the phone. Mastering call handling will make your

It bears repeating that intake is not a warm body position. With any client-facing role, it is important for your intake specialists to be in

Onboarding a New Hire Training is not and should not be a single event. That said, initial training is essential for getting your new hire

"Be strong, be fearless, be beautiful. And believe that anything is possible when you have the right people there to support you." Misty Copeland A