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Intake University Training
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Course Content
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Section 1: Introduction To Client Intake
Lesson 1: Why Intake Is Key to Living A Lifestyle Lawfirm®
Lesson 2: Intake Responsibilities
3 Topics
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Dashboard Overview: Quizzes, Questions, Certificates, & Groups
Dashboard Overview: Challenge Exams, Coupons, Assignments, Design, Reports, Add-ons, & Settings
Definition
Lesson 3: Intake Mindset: Persistent Sales
Lesson 4: Tools Needed for Success
Lesson 5: Monthly Intake Meeting: How To Hold Staff Accountable
Lesson 6: Fix your follow up, fix your cash flow
Lesson 7: Common Challenges with Intake & How they Impact Law Firm Growth
Section 2: Lead Conversion: Definition & Sales Funnel
Lesson 1: What is Lead Conversion
Lesson 2: 5 Stages of Lead Conversion
3 Topics
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Course Settings Overview
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Lesson Settings Overview
Lesson 3: How to Track Leads + Automation for Successful Lead Conversion
Lesson 4: Understanding the Client Journey
Section 3: Managing New Leads
Lesson 1: Who is Your Perfect Client (Qualifying the lead)
Lesson 2: How to Use an Answering Service
Lesson 3: How to Manage an Intake Call
3 Topics
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PayPal Settings
Stripe Connect
Other Payment Gateways
Lesson 4: 5 Minute Follow Up Rule
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How New Users Redeem Coupons
How Existing Users Redeem Coupons
Lesson 5: Differentiate or Die
Section 4: Hire on Intake
Lesson 1: Sales Closer
Section 5: Set the Appointment
Lesson 1: Asking for the Sale (even if your consults are free)
Lesson 2: Overcoming objections
Lesson 3: Tips for scheduling more appointments
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