29
2
Feb
2024

WoRkshoPalooZa

Train Your Intake Specialist

Coming Soon

Feb 29-Mar 2, 2024

SOLD OUT

DATE

3

DAYS

$250k+

WHO IS THIS FOR?

Coming Soon

Denver, CO

LOCATION

Dawn Mobley

FACILITATOR(S)

with

Dawn Mobley

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 a 3-day 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

NEW! All Workshop registration links can be found under "UPCOMING WORKSHOPS" in the Membership Events Page. Click here to get registered for this Workshop.

NEW! All Workshop registration links can be found under "UPCOMING WORKSHOPS" in the Membership Events Page. Click here to get registered for this Workshop.

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 a 3-day 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

Are you ready to register?

To register for this workshops please visit the "Please RSVP" section of the Events Page

What Our Members Are Saying About This Workshop

Q

"Day 2 of the Training your Intake Person Dragon Style is almost done. Already tying everything together and we still have day 3 to go! The training has been awesome! Dawn is the mother of Demi-dragons! Can’t wait for my new intake person to start implementing so we can SLAY!!"

~ Joy E.

“I had two brand new people attend, and we booked two strategy sessions today. Also, my employees feel good about the fact that I invested in them, and they feel confident about their ability to sell.
I’d recommend sending both your receptionist and your intake people if they hold it again.”

~ Samuel D.

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