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  1. On the site with all the document, click on Begin immediately along with complete for the editor.
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  3. Add your own info and speak to data.
  4. Make sure that you enter correct details and numbers throughout suitable areas.
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Video instructions and help with filling out and completing personal intake form

Instructions and Help about personal intake form

There are three things you can do right now in your practice to improve the in face experience I'm Chris Mullins with the intake Academy number one let's do what we call our M F D that's record monitor feedback daily our M F D it's real simple put a system in place where you are recording your prospect phone calls then you want monitor them so you or another team member should be listening to those phone calls so you can hear how wonderful your team is doing and then the problem areas that you have and then the feedback part of it is where you or another team members sit down with the intake specialist and share the phone call tell them what work tell them what didn't work and exactly how to fix it and then do it every single day so step one just do record monitor feedback daily step two give your team a script give your intake specialist a script to follow in addition to your current screening process so that they know how to handle the call focusing on relationships first and business second and then the third step is it's what we call breaking the news to your team most attorneys that we work with they're really uncomfortable about sharing the recorded phone calls with their team don't worry about it it's okay your team's not gonna like it they're gonna be nervous they're going to be uncomfortable they're gonna be scared you've got to expect that but you don't want to go in and start yelling and screaming at them just tell them that you're doing the recordings of the phone calls to help them and prove how wonderful they currently are to help them guide them to be exceptional to remind them that every day they're here in this firm to help people that you're not really in legal business as much as you are in the relationships and healing business so just let your team know in a positive way while you're recording their calls while you're listening to their calls and let them go through the process and let them help themselves you can do this my name is Chris Mullins with the intake Academy and if you want to learn more about what we can do for you and our process it's real easy just call this number right here request your free mystery call and Ryan Pitts and I we'll debrief that call with you we'll go over that call with you we'll tell you what work will tell you it didn't work and we'll tell you exactly how to fix it you can do this you're not alone you.