– Cara Lyon

Cara Lyon at Christensen Law Firm says she learned that when speaking to a potential client, the call needs to only last approximately two minutes. Within that time frame we do not use “normal” language, but “absolute” language. This en­tails: 1) Welcome potential...

– Michael Sabolinski

I think the most eye-opening and informative aspect of the presentation for me was the Wall of Apathy. It was important for me to hear that most prospective clients are calling us because they need us, but at the outset they may not trust us or even want to be...

– Sara Harris

I attended the intake academy for the entire days’ program and took many interesting concepts away with me. The ones that stand out the most that I hope to apply include the following: It is extremely important to remember that relationships come first and business...

– Shirley Warner

“I enjoyed the training session today. I learned 1) to keep the intake call to 2 minutes or less; 2) to find out the contact information from the caller whether we get the appointment set or not; 3) if we are transferring the call to another staff member, to let that...

– Heather Engasser

What I learned was that I need to control the conversation and steer them back to the questions that I need to ask in order to help them. – Heather Engasser, Schwartzapfel Advocates Ltd.