Run a more effective intake process
Have all of your clients’ data organized
Get a welcoming voice for your business
Gather critical information from your prospects
I will enable you to manage every step of the intake process effectively, I will ensure you have all the information you need and provide your new clients with a pleasant and seamless experience throughout the sales process.
Whether to do in-depth screenings or to follow up with clients to keep them on track with their case requirements, I will be responsible for setting up meetings in the calendar and making the necessary phone calls.
Making follow-up calls
Sending intake forms
Dealing with client inquiries