Every caller should feel helped and supported.
The Importance of Intake
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.
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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