Reception: A Conceptual & Mechanical Overview

Curriculum

Course: Intake Onboarding - step 2

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Curriculum

Intake Onboarding - step 2

DAY 1 MORNING - Orientation, Tools, and Resources

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Client Intake Introduction to Essential Tools and Resources

7:31
Client Intake Sharepoint Walkthrough

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6:43

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Clio Grow for Client Intake: A Deeper Dive

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13:02

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Booking a Consult Master Sheet (BACMS): Overview & Familiarization

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15:35

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Dialpad For Client Intake Day to Day Use

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6:09

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Understanding the Daily Task List & Consult Tally Form

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6:07

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Reception: A Conceptual & Mechanical Overview

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12:23

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Accessing 'office@' email inbox

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1:49

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Practice: Accessing 'office@' Email Inbox

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1:49

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The PC Call Experience: Understanding Client Intake & Your Role

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15:00

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How We Talk About Pricing – Video Training

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4:14

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How We Talk About Pricing – Knowledge Check

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4 questions

LUNCH BREAK

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DAY 1 AFTERNOON - Reception and Consult Scheduling

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DAY 2 - MORNING

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