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Defining Intake

The question, “What is intake?” may seem a silly one to you, but to potential clients, it’s far from obvious. For firms, the intake process starts when a prospective client initiates contact. It ends with the signup of that person as a client.
"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
5 minutes
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
4 minutes
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
4 minutes