FSC Rewind: Optimizing Your Intake Process w/ Billie Tarascio

Five Star Counsel Podcast

We're on a brief break while we gear up for Season 2 of FSC, but we still want to give you something to think about (or revisit) in the mean time, especially if you missed it the first time around.

Billie Tarascio joined us with a boatload of incredible tips for supercharging your intake process.

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Is your intake process getting your firm the results it needs? Is your intake process creating barriers for potential clients? Could it be refined or totally reworked? This week, we're joined by Billie Tarascio, successful attorney and co-author of Tiger Tactics: Powerful Strategies for Winning Law Firms. Billie is a master of the intake process, and gives us a really insightful breakdown of her own intake process, making things easier for the clients, the employees, and the owners. We talk about how to work backwards from the total volume your firm needs to succeed, in order to create and perfect your process. We also discuss running sales and specials on consultations, creating referral programs, optimizing your advertising spending, reframing your intake team as "advocates," and much more. Billie even challenges me on my own approach to intake - it's a great chat full of actionable tips for your firm.

Find Billie at https://modernlawpractice.com/

or LinkedIn: https://www.linkedin.com/in/billie-tarascio-62322bb/

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