Introduction to Efficient Intake Resources

Here is one of the many videos from our past channel on effective client intake.


We will be posting links to the different documents we use which makes this process simple, effective and straightforward.


This is part of starting off on TRAC with your clients. For those of you who may not know, TRAC stands for Trust, Rapport, Authority and Control! Key elements to lasting Relationships.


60 views1 comment

Recent Posts

See All