Do’s and Don’t of the Client Intake Process

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In continuing our series on client engagement, we are covering how your intake process (or lack thereof) affects the number of prospects—and eventually paying clients—who make it into your office each month.

Hopefully by now you have a rough list of stats compiled that tells you how effective your overall client engagement process really is. But for the purpose of this lesson on client intake, I want you to grab that spreadsheet and focus on the number of prospects that called your office last week vs. the number of prospects that set up an appointment with your firm.

If you’re not showing at least a 50 % conversion rate and preferably 75%, you need to take a closer look at how your intake is being handled.

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