Blog: Business Education

The client intake process is crucial. This is where you establish your expertise, create the client’s first impression of your firm, and begin to build the trust required to carry the relationship forward. It’s also where you begin transforming a lead into a paying client. The problem is that inefficiencies in your intake process can cost you time and money while eroding trust. In this post, we’ll cover five best practices your firm must employ to improve the efficiency of your client intake process and build a thriving legal practice.

Some businesses experience roughly the same level of calls all year long. However, many others see seasonal spikes. While that oscillating demand is a normal part of these industries, it creates challenges that business owners and decision-makers must deal with. These range from eliminating long hold times (which 78% of customers claim is the most frustrating part of communicating with a business) to ensuring you have enough staff on hand.

Law firms are busier than ever. Between the industry’s ongoing talent shortage to growing billable hour requirements, attorneys and their staff members are required to do more today, often with less time. That usually means little time to answer calls, which is a major issue because it means you’re probably missing inbound leads.

A good sales cadence can set the pace for the conversations that you’re having with prospects. If you’re thrown off by the word “cadence” you aren’t alone. There are many people, even those who’ve been in the sales field for years, who just aren’t familiar with this term.

Cold calls — love them or hate them, they’re an essential part of business. Even the most tech-savvy marketing experts say that no matter how advanced things get, it’s unlikely that we’ll see the cold call removed entirely anytime soon. Because it seems outdated (and often out of fear of rejection), many sales reps don’t like making cold calls and don’t prioritize learning how to do so effectively.

Medical organizations, health insurance companies, and other healthcare companies often find themselves left behind when it comes to new technology and tools. That’s because most platforms are created with basic security features that are good enough for most companies, but not quite good enough for HIPAA.

Research eats up a lot of valuable time. However, it’s an essential element of all business processes, including prospecting and sales. Some sales teams try to eliminate research or cut corners to save time, but that is only going to create more issues. The ideal solution is to find ways to reduce the time your team spends on research related to sales and lead generation.

Discover how AI-based call centers support lead generation for small business owners. Learn about features, benefits, and real examples.

Conversational AI is a form of machine learning software that imitates human conversation to naturally answer and solve customer inquiries.