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Intake

Vista's Key Services – Intake

Published on Jun 29, 2020
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Intake is where it all starts or ends; it is truly the lifeblood of your firm. Vista Consulting Team will provide a high-level analysis of your intake department by our group of experts.

Review the client experience cycle.

Every caller should feel helped and supported.

Intake workflow analysis.

Provide recommendations regarding applying best practices and innovation.

Discuss key metrics.

These track and measure leads, conversions, chasing and sign-up procedures.

Call audits and/or ghost calling service.

Provide feedback on team performance and offer coaching so every caller feels helped and supported.

Creation/Review/Analyze intake data reports.

High-level review to foster a strategic understanding of your data and its impact on your firm.

Our objective is to help your intake department operate efficiently and effectively. We believe that our involvement will add great value to your firm and provide peace of mind knowing that calls are being monitored and a constant search for quality improvement is in place. Our proven tools and processes truly help create a happy, winning intake team.

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