39. Follow Up is the Key To Intake
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39. Follow Up is the Key To Intake
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Join Jay & Intake Guru Kerri Coby White as they discuss Intake Follow up
Here are 5 Keys You’ll Learn in this Episode:
The True Meaning of Intake
Intake isn’t just phones and forms—it’s your law firm’s entire sales engine. Kerri breaks down why treating intake like a true sales department can transform your entire practice.
Why Follow-Up is Your Secret Weapon
It’s not enough to answer the phone. Consistent, empathetic, and relentless follow-up turns leads into clients and “one-and-done” clients into raving fans.
How to Systematize for Success
Learn Kerri’s favorite ways to map out every step of your intake and follow-up process, automate touchpoints (yes, with AI!), and make your workload lighter—without losing that personal touch.
The Metrics That Matter Most
Know your numbers! Kerri tells you exactly which KPIs to track (spoiler alert: not just clicks and calls) so you can tighten up your conversion rates and measure the ROI of every marketing dollar.
Elevating Your Client Experience
Discover how clear, empathetic communication—even canned messages at the right times—can make frazzled, stressed-out leads feel seen, supported, and ready to hire YOU.