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The Power of Process and Follow Up

Webinar Recorded: February 9, 2016
Presented by Anne’ Desormier-Cartwright, Esquire

Duration: 23 minutes

When a prospective client contacts your firm, do you have a set process you follow? Is this process recorded and followed by all team members? After initial contact, what happens next is your intake process, for better or worse, and it has a big impact on:

  • the impression/experience of the client (and referral sources, too!)
  • firm efficiency and accuracy
  • your success rate of converting a potential client into a paying client
  • Reduce clutter, save time, and convert more leads when you embrace the power of the process.

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