Training for your new Intake Staff is here!

Your Intake Specialist is the most important person in your office. He or she controls the flow of business coming in and, to some extent, the bottom line. In this course, we have put together a tested and honed system for Intake Specialists so that someone can learn the ropes of the position.

Phone sales and customer service training is not a one time event. You must check in and manage and mentor your intake specialist. We recommend you have your intake specialists take this course at least every six months to pick up new tidbits and keep skills sharp. Whether you’re new or an experienced office staffer, this course will give you the training needed to answer phones, what to say, track callers, and how to deal with tricky situations.

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Course Information

One Year Full Office Access

1 year of access

Intake Specialist Training

Bonus Training