During this training, the intake professional will learn the skills needed to have powerful conversations with prospective clients for the law firm to begin securing more meetings which will, in turn, allow the firm to watch their business grow and their revenues increase. 

What You Will Learn:

  • An effective step-by-step intake conversation.

  • How to communicate professionally and with sincerity during the interaction in a way that best represents the law firm.

  • How to talk about the fee for meeting with the attorney (if your firm charges a fee) without sounding salesy or pushy.

  • How to avoid answering legal questions during an interaction with a prospective client in a way that doesn't cause the intake professional to seem like they're being dodgy or untrustworthy.

  • How to follow up with prospective clients and how to communicate with them to make sure the law firm isn't dropping any balls and missing out on revenue.

  • How to significantly reduce the number of no-shows so the attorney's time is not being wasted.

Course curriculum

    1. Welcome! | Download the S3 Intake Workbook and Scripts!

    2. About Your Trainer

    3. Building & Maintaining Rapport | One Upmanship

    4. Building & Maintaining Rapport | Sound

    5. Building & Maintaining Rapport | Primary Representation Systems

    6. Intention

    7. Outbound Calls

    1. Intake Call Flow

    2. Mini Agenda

    3. Mini Agenda Demonstration

    4. Ignorance is Bliss & Reversing

    5. Reversing Demonstration

    6. 3 Step Invitation Process

    7. 3 Step Invitation Process Demonstration

    8. Intake Questions

    9. Decision Maker(s)

    10. Inoculation Question

    11. Decision Maker(s) and Inoculation Question Demonstration

    12. Exam

    1. S3 Dojo for Intake Professionals

About this course

  • Enroll Now
  • 20 lessons
  • 2 hours of video content

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FAQ

  • Do I have to purchase this workshop for each intake specialist at my firm?

    Nope, you only have to purchase the workshop one time and your law firm will have forever access. Hire a new intake specialist? No problem. Send their name and email address to [email protected] and we'll enroll them in the training at no additional cost.

  • What's the best way for my intake specialist to practice what they learned in the workshop?

    Great question! The S3 Dojo for Intake Professionals happens on Zoom for an hour each week. Your Intake Professional(s) will be able to practice what they learned with like-minded students in a safe environment. The cost is only $100/month, per seat. Send an email to [email protected] when you're ready to enroll your Intake Specialist in the S3 Dojo.

  • Are the workshop videos downloadable?

    They sure are! We can add your staff members to our training platform (and issue them a Certificate of Completion when they finish watching the workshop) and/or you can download the videos for your own law firm library. Each video in the series is easily downloadable from within the workshop.