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Dec 23, 2020

Your intake process sets the stage for your entire client relationship, and can make or break your rapport, your trust, and your business together.

When it comes to getting a client to choose you over other firms, not all leads are equal, and you should have very different approaches for warm referrals vs. your marketing leads.

Seth Price is a master of both of these crucial client inflection points, and he gives John some invaluable tips on his process.


Find Seth at,, or his cell (!) 347-661-9999.

Get our FREE client service whitepaper!