Coming Soon
May 29-31, 2025
SOLD OUT
DATE
2
DAYS
$250k+
WHO IS THIS FOR?
Coming Soon
Hollywood, FL
LOCATION
Jennifer Dudley
FACILITATOR(S)
with
Jennifer Dudley
Workshop Overview
Is there a hole in your intake bucket?
You just KNOW you’re losing at least 1-2 new clients per month ($60-100,000/ year) and flushing money down the toilet because your intake person doesn’t know how to set up the sale?
NO MORE losing prospective new clients!
NO MORE bad first impressions!
With the RIGHT TRAINING, your intake person will SLAY ALL DAY!!!
Your INTAKE PERSON HAS THE POWER to make a lasting first impression to prospective new clients and set up the sale for your Dragon.
We will put your Intake person through an intensive training that will turn them into an intake slayer!
- Learn how every step of your intake process should be designed to pre-condition PNCs to engage your firm.
- Demystify the most effective ways to properly screen your leads so your sales team is only meeting with qualified PNS’s.
- Teach your Intake specialist how to be a “Demi-Dragon” by Giving A Shit so they are consistently looking for opportunities to solve problems and sell consultations.
- Proper documentation is key! We’ll teach you proven techniques and offer templates for your intake specialist so they can slay.
- Learn what to track and how to track it using our “The Metrics That Matter” report
Your Intake person will walk away with a fresh perspective, a shifted mindset, and all the tools and templates they need to hit the ground running!
Sold Out
Workshop Overview
Is there a hole in your intake bucket?
You just KNOW you’re losing at least 1-2 new clients per month ($60-100,000/ year) and flushing money down the toilet because your intake person doesn’t know how to set up the sale?
NO MORE losing prospective new clients!
NO MORE bad first impressions!
With the RIGHT TRAINING, your intake person will SLAY ALL DAY!!!
Your INTAKE PERSON HAS THE POWER to make a lasting first impression to prospective new clients and set up the sale for your Dragon.
We will put your Intake person through an intensive training that will turn them into an intake slayer!
- Learn how every step of your intake process should be designed to pre-condition PNCs to engage your firm.
- Demystify the most effective ways to properly screen your leads so your sales team is only meeting with qualified PNS’s.
- Teach your Intake specialist how to be a “Demi-Dragon” by Giving A Shit so they are consistently looking for opportunities to solve problems and sell consultations.
- Proper documentation is key! We’ll teach you proven techniques and offer templates for your intake specialist so they can slay.
- Learn what to track and how to track it using our “The Metrics That Matter” report
Your Intake person will walk away with a fresh perspective, a shifted mindset, and all the tools and templates they need to hit the ground running!
Sold Out
What Our Members Are Saying About This Workshop
