One of the primary tools of the client intake process is the intake form.
In this post, I talk about how to set up tools like your client intake forms to help make your client intake processes as simple and efficient as they need to be.
Category: Strategic Alignment
The Client Intake Process
Are you sabotaging your business by making it too easy to work with you?
So much of today’s business rhetoric is about “removing barriers.”
But you’re introducing barriers if your client intake processes and intake forms are not, at every step of the way, helping you make meaningful progress towards a successful outcome.
How I adapted my in-person presentation SOPs for a virtual world | A SOP Story
This is a story about how I pulled together my historical data and my company’s philosophy and mission statements to adapt and generate virtual presentation SOPs for the pandemic and beyond.