Your marketing dollars don’t matter if intake can’t convert. In this powerful Intake Training, Kerri Coby White reveals how to turn intake from a simple administrative function into one of the most important drivers of your firm’s growth.
You’ll learn why intake is the first impression that wins or loses trust in seconds—and how the right process, skills, and management can ensure no lead is left behind. Kerri shares the strategies top-performing firms use to build immediate rapport, capture accurate information, and maximize every marketing dollar spent.
This is more than just call handling—it’s about building a repeatable, scalable system that protects your pipeline and fuels firmwide success. Watch the full session to see how to stop revenue leaks and create an intake department that consistently converts prospects into clients and advocates.
What You’ll Learn
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Why intake is the most controllable part of your firm’s growth strategy
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The three pillars of revenue-generating intake: process, call handling, and management
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How speed, empathy, and professionalism win trust in under two minutes
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Ways to integrate CRM, phone systems, and reporting tools to prevent lost leads
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How strong management, intake training, and accountability turn intake into a reliable revenue engine
