Within a few minutes after the call, you client has an email in his inbox with a special link to his intake questionnaire. He clicks the link and is greeted with a beautifully designed intake sheet, broken up into easy-to-digest sections.
Open up the consultation view in ClientSherpa and fast-forward to the sections your client had trouble with. And not just that…
Your client has a pleasant experience (as pleasant as filling out forms can be) filling out the questionnaire
Your client feels good and invested in the process, because they didn’t forget to fill out the quesionnaire (thanks to the gentle reminders)
Your client is impressed with your professional process, stays with you on the case, and refers you to their friends.
"It's been a struggle for me. Ever since I opened the practice five years ago, I've been looking for that perfect software package. Everything else is highly specific for specific fields or just too much for a one person operation. I don't want to do task delegation to manage my intake."
"If I can't it's closer to 30%. And the ones I can get into the office, I know they're motivated. Having an onboarding process would help me close more of those for sure."
"If you've gone for years with an intake process that seems to change every few weeks. If you've spent countless hours wondering if you remembered to get back to a potential client. If you've ever lost a client because things got too hectic and they fell through the cracks. You owe it to yourself to sign up and get a fully functional, standardized intake process that just works."