I am uploading our new client intake form that I have our LOAs use with all new clients. This is exactly what I used prior to growing a team and have only modified it slightly over the years... I still use this when I need to step in and assist w/ new client intake calls...
The KEY is to have your LOAs mention your name AT LEAST 3 times on the call (Dan just stepped into a meeting but asked me to reach out real quick to introduce ourselves and grab a couple of pieces of information... Dan takes the little things super-serious, that's why he's asking for this info... Dan will be in touch with you today to say hello and to follow up from this call... ).
The KEY is to have your LOAs mention your name AT LEAST 3 times on the call (Dan just stepped into a meeting but asked me to reach out real quick to introduce ourselves and grab a couple of pieces of information... Dan takes the little things super-serious, that's why he's asking for this info... Dan will be in touch with you today to say hello and to follow up from this call... ).