Secrets to a Joyful Intake Process Boosting Business Efficiency

slides and data showing a business leader designing a joyful intake process.

A successful intake process is the lifeblood of any business. It’s the first impression your clients get, where trust is built—or lost. However, while many professional service firms like health care facilities, law firms, and other sectors generally focus on speed and accuracy, they often overlook an equally important factor: happiness. Yes, you read that […]

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