Intake Training Strategies

When we hire someone, we need to train them to fit our system - what is the best way to make sure they are at the level we need them to be? There are five different components of your intake training. Additionally, you need to listen to your intake professional to ensure that they are ultimately getting the job done.   In this episode we discuss: Five Key-Strategies for training your intake professional. Structuring your intake onboarding. Being prepared to discuss the recordings with your intake professional. How having a multi-tonal voice affects how you present in a conversation. Engaging on the phone with your future client by sounding empathic. How to close the sale.   My favorite excerpt from the episode: TIME: 00:21:48 (40 Seconds)  And at some point in time when you as the owner of your firm, handoff to an office administrator, or a lead paralegal, or a managing attorney, or whomever else is going to be overseeing this particular part of your law firm, it's really important that they recognize the incentive that's there for really mastering the pitch. And here's the thing mastering the pitch is only a part of the process. If you don't get to urgency, if you don't ask the right questions and you don't set up your sales conversation in the right way, then when it is time for you to pitch, that pitch is not going to be aligned with the urgency point for that particular prospect.   Contacts - Social Media LawFirmMentor.net/Intake-Mastery   Book a Session with our Growth Strategists https://www.lawfirmmentor.net/speak-with-a-growth-strategist      Allison Bio: Allison C. Williams, Esq., is the Founder and Owner of the Williams Law Group, LLC, with offices in Short Hills and Freehold, New Jersey. She is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the Supreme Court of New Jersey as a Matrimonial Law Attorney, and is the first attorney in New Jersey to become Board-Certified by the National Board of Trial Advocacy in the field of Family Law. Ms. Williams is an accomplished businesswoman. In 2017, the Williams Law Group won the LawFirm500 award, ranking 14th of the fastest-growing law firms in the nation, as Ms. Williams grew the firm 581% in three years. Ms. Williams won the Silver Stevie Award for Female Entrepreneur of the Year in 2017. In 2018, Ms. Williams was voted as NJBIZ’s Top 50 Women in Business and was designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. In 2019, Ms. Williams won the Seminole 100 Award for founding one of the fastest-growing companies among graduates of Florida State University. In 2018, Ms. Williams created Law Firm Mentor, a business coaching service for lawyers. She helps solo and small law firm attorneys grow their business revenues, crush chaos in business and make more money. Through multi-day intensive business retreats, group and one-to-one coaching, and strategic planning sessions, Ms. Williams advises lawyers on all aspects of creating, sustaining, and scaling a law firm business – and specifically, she teaches them the core foundational principles of marketing, sales, personnel management, communications, and money management in law firms.