Session #9: Creating a Seamless, Lead-to-Appointment Process
North Coast A
Every call is an opportunity—and missing one can mean lost revenue. This session focuses on creating a well-oiled intake process by training your entire team to confidently handle inbound calls, capture key information, and schedule appointments without delay. Attendees will learn how top-performing offices eliminate missed leads, improve response time, and turn first calls into scheduled visits through clear processes, consistent training, and accountability.