1. Review the response path, not just the outcome
A signed matter or a lost opportunity tells you what happened, but not necessarily where the conversation changed direction. Intake Coach describes the purpose of the call, summarizes key facts and identifies specific coaching points tied to that conversation. The public product description gives examples such as a missed callback number, an unasked question or an objection that went unanswered. For an Olathe practice serving clients in Johnson County, review whether each response path reflects your own practice areas, consultation process and geographic eligibility rules. Do not treat Olathe’s population estimate as evidence that more calls will arrive; use your call records to determine which paths deserve attention.
Recommended approach
Bring representative intake conversations to a consultation and ask how your firm would distinguish a useful next step from a vague instruction such as “build more rapport.” Decide which response behaviors matter most for your practice before comparing scores over time.
