Lead Intake

Top 5 Reasons You Need Live Chat

By now, most people are familiar with the concept of live chat and have probably utilized it on various other websites on a regular basis. For those who do not, live chat is a platform that allows your practice to chat directly with your website visitors.

To get answers to commonly asked questions about how live chat works, please feel free to check out a past blog post I wrote on this topic. The focus now is not what live chat is, but why it is a necessary feature on any business’s website.

1. User Convenience

Live chat provides your website visitors with instant access to your practice in real time. Live chat provides convenience for users who are unable or not comfortable calling, or don’t want to submit an email request with no timetable on a response.

How to Get More Telephone Leads and Convert Emails Into Clients!

All leads are not the same, and for professional service provider practices like yours, phone calls are the most valuable.  Yet, there are times when visitors come to your website, such as after hours and weekends, when they don’t want to call because they know they will just leaving a message or get a recording. So making your practice accessible via email or digital text is important.

And of course, there are consumers who visit during your office hours who still prefer to send a digital message to get initial insights or information.

Knowing that your practice converts telephone leads into consultations and clients at a much higher rate than email leads, the question becomes:

Converting More Mobile Leads Into Consultations [VIDEO PRESENTATION]

I attended and presented the below course at the ASAPS meeting this weekend in New York City.  Although the meeting was for Plastic Surgeons, the strategies can apply to all professional service marketers.  

I am confident the information will help you and your staff convert more mobile leads into clients walking in the front door.  Good luck!  


Top Questions about Instant Chat

Do you have a website for your business that captures potential clients and leads? Hopefully so, because in 2018 if you don’t, well …. We’ll just leave it at YOU SHOULD!

So, assuming you have a site for your business, do you ever wish you had someone to monitor your lead forms on your site and respond to them immediately? Do you find yourself too busy to respond to service or appointment inquiries in a timely fashion, and by the time you do respond they’ve already given their business to one of your competitors?

If these situations sound familiar to you, adding an Instant Chat feature to your site is probably a good idea! But what is Instant Chat. How does it work? Should I be using it on my site?

The First Practice To Connect Wins; Increase Conversions 238%

The Winter Games remind us that speed and quality are the catalysts for competing and winning.  The same can be said for competition in your market and industry.

We all recognize that attracting Potential New Clients (PNC) to your website and getting them to contact your office is expensive.  The cost can range anywhere from $25-$300+ per lead. 

In addition, we also know consumers will shop and contact other competitors.  A Lead Qual study of over 70,000 leads showed that consumers submit an average of 3-5 forms for each purchase.  And the number of submissions is likely higher for more sophisticated professional services, like yours.

Stick to the Script: Creating an Effective Chat Agent

By Samuel Solis, Senior Internet Marketing Consultant

The way people communicate with businesses is changing. Younger generations like millennials are starting to gain more purchasing power in the economy, and mobile devices are becoming the main way users access the Internet and interact with one another.

Data from Informate Mobile Intelligence shows that the average American sends and receives about 32 texts per day while only making or answering 6 phone calls. So, it’s no surprise that more and more businesses are looking to communicate with their customers via an interactive, text-based format.

Qualify, Convert, Capture: Why Lead Intake Training Makes Sense

By Bill Fukui, Director of Sales & Marketing

Looking for that human touch in your online marketing? Marketing campaigns build the authority of your practice and earn trust from prospects, but interactions with your staff often represent the culmination of a lead's decision to become one of your customers.

You already know the value of prospects who call your office. But does your team know how to handle these conversations?

Is Your Practice Lead Intake on Point?

Did you know that your advertising and marketing costs can range from $25 to over $300 just to generate one lead? The majority of practice owners fail to recognize this cost, and they also fail to share it with their intake staff. Consequently, many practices mismanage and waste valuable leads.

The staff members who answer your phones and respond to your emails are typically the decisive factor in converting a prospective client into business for your practice. Here are 3 elements to consider when evaluating the strengths and weaknesses of the employees on the front lines of your lead intake:


The most successful individuals in any customer service or sales position are the ones who can:

Generate More Consultations, Without Spending More Money

5 Tips To Improve Your Intake

I recently posted an article on why it is essential to leverage the efficiency and effectiveness of marketing to your branded audience (potential clients/patients that already know you, who are familiar with your practice, viewed your website, visited your social media platform, contacted your office at an earlier time, etc.).

Today, I want to address another critical stage of the marketing and sales process – Sales Lead Intake.

If you believe that your intake person, team and processes are perfect and don’t need any additional updating, monitoring, training, and coaching, then you are likely missing out on new business.   

The fact is, every practice can schedule more consultations and secure more business with the leads they already generate (without spending more marketing dollars!), simply by improving their intake of telephone leads.

Why Live Chat Is More Important Than You Think

In the early days of internet marketing, it was fine to just have a website with your local phone number as your primary means of client communication. Today, however, that isn’t the case. These days, in a culture driven by instant gratification, you need to have some form of outlet for clients from all walks of life to contact you. This is why having a live chat service as a tool on your practice website is so crucial.

The sole purpose of many of your marketing channels is to drive traffic to your website. In his new eBook Win With Multi-Channel Digital Marketing, author and Page 1 Solutions President Dan Goldstein suggests that If you are not currently using chat, you’re losing customers.  Those visitors that you have spent your time and money on in order to bring to your website will leave without ever contacting you.


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