Expert Real Estate Transaction Support Services Workflow

Initial Client Intake

Type: Send Email

The Initial Client Intake process is the first step in establishing a professional relationship with potential clients. This stage involves gathering essential information about the client's needs, goals, and expectations. The workflow begins with a meeting or phone call between the business representative and the prospective client to discuss their inquiry. During this conversation, the representative takes note of relevant details such as the client's objectives, current situation, and any specific concerns they may have. This step is crucial in determining whether the business can meet the client's needs and provide a suitable solution. Based on the information gathered, the representative will then decide whether to proceed with the client or refer them to another service provider if necessary. The outcome of this initial intake determines the course of subsequent interactions between the client and the business.