We’ve all heard the expression “You never get a second chance to make a first impression” but how does that saying relate to a practice Intake process? In this episode, we welcome back Mark Jacquot, Chief Operating Officer of The Juniper Center and Margo’s big brother. Mark & Margo dive into the importance of the Intake Process discussing what it is, what skill sets are crucial, and the role automation can play. Mark also shares how simple things like answering the phone can set you apart from the competition.

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