Few interactions are more critical to your business than how your intake team interacts with potential clients. Every improvement that can be made in this area directly translates into higher revenues for your company, more word-of-mouth referrals, future clients and better reviews.

Every company does things differently, but here are a few key components that some businesses overlook, and a few proven ways to improve intake:

Use Labeling

From Chris Vos to Dale Carnegie, most authors who write about sales or interpersonal relationships touch on the concept of “labeling.” Making clients feel heard is more important than sharing your sale points. Here is a great article on labeling.

Use Call Recording

Enabling call recording can be a great way to collaborate with your intake specialist to come up with areas of improvement. Using a tracking number on your Google Business Profile is a great way to implement this system, and it won’t hurt your SEO if you do it right.

Record the Original Email Address and Phone Number

Even if the client asks you to use an email or phone number that is different from the one they used to contact you, it is important always to record the original phone number and email address. This will help us track exactly where signups came from, and with more accurate data comes smarter marketing decisions.

We will continue to update SDM; if you have any questions or suggestions, please contact us!