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Intake Specialist

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

Pricing

$2145

per month

The mission of the Intake Specialist

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.

Man with a blue shirt and standing up , smiling with crossed arms.

Tasks

Lead management

Scheduling Meetings

Making follow-up calls

Sending intake forms

Dealing with client inquiries

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