tags - clientintake clienttriage
Questions to help develop a client intake and triage system:
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When a potential client contacts your office, what happens first?
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When a potential client contacts your office, if the first thing to happen is a direct conversation, is there a script (there should be)?
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If a response is sent to a potnetial client after they contact your office, is there a fill-in-the-blank template for that document(s) (there should be)?
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What does the client need to know about doing business with you and how to do business with you?
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What is the client’s next step - or next step options?
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What happens next from you - if that next step is NOT taken (within a pre-determined number of days)?
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What happens next from your if that next step IS taken?
[#kennedyBCA]: Dan S. Kennedy: Business of Copywriting Academy.