Intake 2.0 School
Friday, October 27, 2017
Naples, FL – LaPlaya Beach & Golf Resort
1st Attendee: $1,250
2nd Attendee: $1,000
Each Additional Attendee: $850
Registration Deadline: Friday, October 20, 2017Register
Due to popular demand, accommodations at the La Playa Beach & Golf Resort have been completely booked. We have made arrangements at the Inn at Pelican Bay. Please call (800) 597-8770 and mention Vista Consulting Team to receive a discounted room rate. If you have any questions, please call Amanda Hankins at (270)784-0379.
Intake 2.0 School – You asked for it and it is here! Advanced Intake training. Beyond the basics of terminology and core reports, looking at how to audit your intake department, how to analyze intake data and spot inefficiencies, and more!
Event Agenda - Day 1
|9:00 AM||Introduction||What is Intake 2.0?|
|9:30 AM||Key Reports||You know the terminology, what are the key reports that you should be reviewing on a daily, weekly, monthly, or quarterly basis?
Analysis of Reports: Participants will be given sample reports to analyze and coached on how to look for inefficiencies.
|10:15 AM||Law Ruler||How to increase conversion of potential clients by 30% or more.
How to track and ensure a healthy return on investement in every case.
|10:45 AM||How to Audit Your Intake Department Systems||Learn Vista’s systems for identifying holes in your intake systems and processes.
Reorganize and clean up your department for maximum intake effectiveness.
|11:30 AM||Auditing Calls||How to set up a process to audit your intake calls.
Participants will listen to calls and audit them during this session.
|12:00 PM||Lunch – On Your Own|
|1:30 PM||Qualifying Leads||How do you know you are signing up the right cases?
How do you know your team is applying the same criteria to potential signups?
|2:30 PM||Converting Calls into Cases||Processes for getting cases that meet your criteria.
How to effectively track method of signup.
|3:45 PM||Intake Manual Overview||Cases you handle.
How to track the source of the call.
How to track each stage of the intake process.
LaPlaya Beach & Golf Resort
Link to hotel
Event Code: Due to popular demand, accommodations at the La Playa Beach & Golf Resort have been completely booked. We have made arrangements at the Inn at Pelican Bay. Please call (800) 597-8770 and mention Vista Consulting Team to receive a discounted room rate. If you have any questions, please call Amanda Hankins at (270)784-0379.
- Paul B. Harding / Managing Partner
- David Miller / Managing Attorney
- Jerry Parker