The Importance of Centralizing Prospective Clients
Can you think of one instance where the word “leakage” conjures something positive? Pipe leakage – nope. Gas leakage – definitely not. Leaky gut – no. And neither is prospective-client leakage, the bane of every firm, both well-established and start-up. The ability to effectively manage prospective clients (henceforth: “leads”) from diverse sources is a […]
9 Mistakes Firms Make With Their Intake Process (And The One Solution That Fixes Them All)
Client intake forms should be pretty straightforward. Yet, for many firms, both small and large, intake processes cause headaches for potential clients and employees alike. Many firm managers fail to realize that just as much as a receptionist’s smile, a firm’s website or office decor, an intake form makes a lasting first impression. Unfortunately, […]