The Intake Academy
Turn More First Calls Into Committed Consultations. These training modules, scripts and role play guides are specifically for
Receptionists
Directors of First Impressions
Intake specialists
Client-service teams
Anyone answering prospective-client inquiries
On-boarding new employees? This should be the first thing they master. Leverage The Intake Academy as part of your firm's on-boarding and training process.


The TRUST Selling Academy
Attorneys are excellent at explaining the law.
That doesn't necessarily make them excellent at conducting a sales consultation. The TRUST Selling Academy provides a framework for moving your consultations away from:
Explain → Educate → Quote Fee → Handle Objection
and toward:
Understand → Diagnose → Establish Value → Recommend → Decide
The TRUST Selling System is build around these five pillars.
T — True Intentions
R — Rapport
U — Uncover Problems & Outcomes
S — Size Up & Standards
T — True Solution


Connect
Empowering trusted advisors with a proven high-ticket sales process through online learning and weekly coaching.
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