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.
Every caller should feel helped and supported.
Provide recommendations regarding applying best practices and innovation.
These track and measure leads, conversions, chasing and sign-up procedures.
Provide feedback on team performance and offer coaching so every caller feels helped and supported.
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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Vista’s Key Services – Recruitment
| 8:00 am | Breakfast |
| 9:00 am | Welcome & Introductions Tim McKey | Vista Consulting & McKey Business Group Baton Rouge, Louisiana |
| 10:00 am | 3 R’s – Relationships, Referrals, and Reviews Darcy Neighbors | CIM Marketing Partners Julie Ostrovsky | Nevada Justice Association |
| 11:00 am | Stretch Break |
| 11:15 am | Systems, Metrics, and Alignment Mike Morse & John Nachazel Mike Morse Law Firm and Authors of the book “Fireproof” |
| 12:30 pm | Lunch |
| 2:00 pm | Organizational Commitment and Burnout within a Law Firm Setting Heather Carroll The Eichholz Law Firm | Savannah, Georgia |
| 3:00 pm | Stretch Break |
| 3:15 pm | How to Take a Moneyball Approach to Running Your Law Firm Larry Buckfire & James Schmehl Buckfire & Buckfire | Southfield, Michigan |
| 4:15 pm | Extra Sensory Dave Dee – Mentalist Speaker, Author and Mentalist | Milton, Georgia |
| 5:00 pm | Conclude Day 1 |
| 6:00 – 8:00 pm | Cocktail Party The Joule Hotel | 1530 Main Street Dallas, Texas 75201 |
| 8:00 am | Breakfast |
| 9:00 am | Virtual Secrets Revealed Dave Dee – Mentalist Speaker, Author and NLP Sales Consultant | Milton, Georgia |
| 10:10 am | Stretch Break |
| 10:30 am | Everyone Deserves a Great Manager Scott Miller, Bestselling Author and Leadership Expert at FranklinCovey FranklinCovey Salt Lake City, Utah |
| 12:00 pm | Lunch |
| 1:00 pm | Local Service Ads for Legal: Buying Your Way to the Top Locally Nalini Prasad | BluShark Digital Washington, DC |
| 2:00 pm | Servant Leadership and the Power of Positive Reinforcement Merten Rice | Dudley DeBosier Baton Rouge, LA |
| 3:00 pm | FYI, Don’t Do This Tim McKey | Vista Consulting & McKey Business Group Baton Rouge, Louisiana |
| 3:30 pm | Conclude Day 2 |
