Pre-assessment Phone Assessment and Intake Forms MP3 Instant Download

Do you feel like you are getting the right information before entering your client's home or office? Have you ever been surprised by the scope of a job once you arrived? Are you missing opportunities because you are too busy organizing to answer your phone? In this session, the Space Matters team will share techniques for building successful client relationships from the first point of contact. You will learn to grow your business through procedures including client self-assessments, phone/email consultations, and niche marketing. Strengthen your phone interview techniques and develop your own "Client Intake Form", custom to your business. Learn to pre-screen perspective clients to determine their needs and begin formulating a strategy before an on site visit. We will teach you how to delegate the information-gathering process to an administrative or organizing assistant in order to capture leads and eliminate surprises.

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