Personal Injury Mastermind

228. James Helm, TopDog Law — Pt.2 Supercharged Intake: From Info Gatherers to Contract Closers

Dec 22, 2023
Guest
James Helm
James Helm, CEO of TopDog Law, shares proven methods to transform intake staff into contract closers through targeted sales training and technology. Topics include selecting the right CRM technology, overcoming objections, ramping up an intake person for a call center, starting a new case and communicating with clients, strategies and frequency of follow-up in sales, improving the intake process, addressing common objections, and tips for client communication.
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Episode notes
1
Introduction
00:00 • 2min
2
Selecting and Implementing CRM Technology
01:52 • 24min
3
Ramping Up an Intake Person for a Call Center
25:34 • 13min
4
Starting a New Case and Communicating with Clients
38:05 • 6min
5
Strategies and Frequency of Follow-up in Sales
43:40 • 2min
6
Improving the Intake Process and Closing Deals
45:20 • 4min
7
Addressing Common Objections and Tips for Client Communication
49:24 • 2min