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 MFD, which stands for Record, Monitor, Feedback Daily. - Our MFD is real simple. - Put a system in place where you are recording your prospect phone calls. - Then, you want to monitor them, so you or another team member should be listening to those phone calls. - This way, you can hear how wonderful your team is doing and identify any problem areas. - The feedback part of it is where you or another team member sit down with the intake specialist and share the phone call. - You tell them what worked and what didn't work, and exactly how to fix it. - Do this every single day, so step one is just doing Record, Monitor, Feedback Daily. - Step two, give your team a script to follow in addition to your current screening process, so your intake specialist knows how to handle the call. - Focus on relationships first and business second. - Finally, step three is what we call "breaking the news" to your team. - Most attorneys we work with are uncomfortable about sharing the recorded phone calls with their team. - Don't worry about it, it's okay. - Your team may not like it, and they may be nervous, uncomfortable, or scared. - Expect these reactions, but don't start yelling or screaming at them. - Just tell them that you're recording the phone calls to help them and improve their ance. - Remind them that every day, they're there to help people and that your firm is more in the relationships and healing business rather than just the legal business. - Let your team know in a positive way why you're recording their calls and listening to them. -...
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Personal intake Form: What You Should Know
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