– Vickie

When answering the phone be grateful; it costs $350 for one prospect; show emotion, the caller has a problem and they need our help; let the client know they made the right choice by calling us; when passing a call to a caseworker give the caseworker any important...

– Tina Lever

Tina Lever at McComb Witten says she feels she affects the bottom line by opening the clients files. After the lawyer and/or case manager meets with a new client, I get the intake from them. From there I deal with ICBC regularly to get all the correct information and...

– Cara Lyon

Cara Lyon at The Christensen Law Firm says that during the phone doctor conference she learned to personalize your relationship with a potential client and use your tone of voice to develop a relationship with a potential client. Basically, everything that is...

– Pat Misek

“Chris, I just had to mention how timely and informative this session was for me. Sharon just had a meeting with me about streamlining the phone calls, setting the appt. and yesterday, she asked me about my teleseminar conference. I told her about my mystery call and...

– Thu Vu at Attorneys

“One of my tasks is to answer all of the in­coming calls when the lawyer is not available. I need to be familiar with the clients’ claim so I will know how to answer and help with his/ her questions/problem. I always try to form a relationship and trust with our...