About this episode

Lana Newishy discusses the challenges and solutions in the client intake process for independent professionals.

Show Notes: Lana Newishy, founder of Hey Intake, explains that Hey Intake is one of several startups she has founded, which focuses on improving the client experience in the initial stages of a project. The Client Intake Process Lana highlights common issues in the client intake process, such as disorganized communication, missing information, and inefficient discovery calls. She emphasizes the loss of opportunities due to inefficient intake processes and the need for a structured system. Lead Qualification and Filtering Issues Lana discusses the broken lead qualification process, where consultants often react to discovery calls without proper filtering. She points out information asymmetry, where clients don't know what to share, and consultants don't ask the right questions consistently. Streamlining the Intake Process Lana mentions the fragmentation of tools, such as emails, documents, CRM systems, and file sharing, which are not connected in a single flow. She introduces the idea of a single, structured flow from first contact to service completion to streamline the intake process. A Demonstration of Hey Intake Lana shares her screen to demonstrate the Hey Intake dashboard…

People in this episode

Host: Will Bachman

Guest: Lana Newishy

Topics covered

• client intake process
• lead qualification
• streamlining processes
• startup experience
• client experience

Keywords

• client intake
• lead qualification
• discovery calls
• structured systems
• Hey Intake

Mentioned in this episode

Organizations: Hey Intake

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