Intake 2.0 School
Friday, October 27, 2017
Naples, FL – LaPlaya Beach & Golf Resort
1st Attendee: $1,250
2nd Attendee: $1,000
Each Additional Attendee: $850
Registration Deadline: Friday, October 20, 2017Register
Intake 2.0 School – You asked for it and it is here! Advanced Intake training. Beyond the basics of terminology and core reports, looking at how to audit your intake department, how to analyze intake data and spot inefficiencies, and more!
Event Agenda - Day 1
|9:00 AM||Introduction||What is Intake 2.0|
|9:30 AM||How to Audit Your Intake Department Systems||Learn Vista’s systems for identifying holes in your intake systems and processes.
How to fix them.
|10:45 AM||Key Reports||You know the terminology, what are the key reports that you should be reviewing on a daily, weekly, monthly, or quarterly basis?
Analysis of Reports: Participants will be given sample reports to analyze and coached on how to look for inefficiencies.
|11:30 AM||Auditing Calls||How to set up a process to audit your intake calls.
Participants will listen to calls and audit them during this session.
|1:30 PM||Qualifying Leads||How do you know you are signing up the right cases?
How do you know your team is applying the same criteria to potential signups?
|2:30 PM||Converting Calls into Cases||Processes for getting cases that meet your criteria.
How to effectively track method of signup.
|3:45 PM||Intake Manual Overview||Cases you handle.
How to track the source of the call.
How to track each stage of the intake process
LaPlaya Beach & Golf Resort
Link to hotel
Event Code: 10T12I (Note the code is: one, zero, T, one, two, I)
- Jerry Parker
- John Michael Bailey
- Jim Reed / Owner