BLOG

4 minutesOn a previous blog (link to Blog 1) we discussed how your firm needs to redefine intake to meet the emotional needs of your prospects. A simple adjustment to your intake department’s moniker or the intake team’s titles is a good place to start.

2 minutesThe 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.