Aug 10, 2021
Is your intake process getting your firm the results it needs?
Is your intake process creating barriers for potential clients?
Could it be refined or totally reworked?
This week, we're joined by Billie Tarascio, successful attorney and co-author of Tiger Tactics: Powerful Strategies for Winning Law Firms.
Billie is a master of the intake process, and gives us a really insightful breakdown of her own intake process, making things easier for the clients, the employees, and the owners.
We talk about how to work backwards from the total volume your firm needs to succeed, in order to create and perfect your process.
We also discuss running sales and specials on consultations, creating referral programs, optimizing your advertising spending, reframing your intake team as "advocates," and much more.
Billie even challenges me on my own approach to intake - it's a great chat full of actionable tips for your firm.
Find Billie at https://modernlawpractice.com/
or LinkedIn: https://www.linkedin.com/in/billie-tarascio-62322bb/
Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/1575616019297055
Here's a link for you to get 20% off your first year of using Text Expander! - https://fivestarcounsel.com/textexpander