Boost your communication with your clientele.

Make your customers into brand advocates for your business.

Obtain precise consumer insights.

The Intake Specialist's purpose

I’ll make sure you have all the information you need, help you handle every step of the intake process skillfully, and make sure your new clients have a flawless and enjoyable experience throughout the sales process.

I will be in charge of scheduling meetings and making the required phone calls, whether it is to conduct thorough screenings or to follow up with clients to ensure they are following their case requirements.

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Responsibilities

Eliminate unqualified candidates.

Refer unfit prospects to your network & track progress.

Keep track of misguided leads to your recommendation contacts.

Make follow-up glide pathways and suggest enhancements.

Arrange for paid consultations and collect the fees.

Utilize the CRM to record all calls and prospects.

Update your referral partners on the issues they have forwarded to you.

Listens to recordings once a week to get tips on how to have better talks.

Give away your path to liberation

RETURN TO IMPORTANT THINGS

Please provide your contact information and High level Project requirements below

we will get back to you within 24 hours

Reduce your expenses by upto 60% - 70%

We saved $40,000, if not more, per employee per year.