Why Your Intake Process Is Costing You Time, Money, and Referrals

Why Your Intake Process Is Costing You Time, Money, and Referrals

June 12, 2026 · 36 min · Episode 219

About this episode

Denise Alvarez discusses the importance of an effective client intake process for equine businesses and how it can save time, money, and referrals.

If you feel like every new client starts from scratch—answering the same questions, scrambling for information, and hoping nothing falls through the cracks—your client intake process might be the missing piece. In this episode, I'm breaking down what a client intake process actually is, the three simple phases every service-based equine business needs, and the sticking points that are likely costing you time, money, and referrals. Because you know I love the practical application, you’ll a...

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