When was the last time that you felt heard?

The difficulty of client intake is that what they want to tell you and what you need to know are two very different things. These are the notes from my webinar where I helped our users to re-think how they do client intake but from the client's perspective, how can you really help them to feel heard while also getting the information that you need?

The difficulty of client intake (familyproperty.com.au)