Tip the Scales

TTS Rewind: 73. Yani Smith - An Expert's Guide to Intake Optimization


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This episode was originally aired on 03/20/2024.

“I believe you can teach someone empathy or at least to fake it or
identify opportunities to be empathetic. The reason is because I think
that often it’s not that someone might not have empathy, they just may
not have the tools to show it.”
On this week’s episode Maria chats with intake expert, Yani Smith. They
discuss how to optimize your intake, when a lawyer needs to get
involved, setting up a call path, showing empathy, creating a lead
funnel and so much more.
Highlights
14:02 How to reject leads
43:23 Answering the phone
53:34 Why lawyers shouldn’t do intake
Guest Yani Smith (@legalintakepros on Instagram) is the founder of Legal
Intake Pros. She applies her intake optimization expertise to help law
firms address core issues and gain clarity in intake conversions, adding
intake solutions to the agency's services. Yani and her team
collaborate exclusively with personal injury law firms committed to
removing growth barriers.
You can get in touch with Yani at https://www.legalintakepros.com
Host Maria Monroy (@marialawrank on Instagram) is the Co-founder and
President of LawRank, a leading SEO company for law firms since 2013.
She has a knack for breaking down complex topics to make them more
easily accessible and started Tip the Scales to share her knowledge with
listeners like you.
Podcast Mentions
Software: Lead Docket
Book: Never Split The Difference
Person: Shawn Callaway

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