Intake is Won or Lost in the First 3 Minutes [012]

Want to know when most firms lose the client? Before minute four.

In this episode, Gary Falkowitz breaks down exactly what your intake team must say in the first 3 minutes to keep the potential client engaged, confident, and committed.

This episode ties together two earlier foundations we’ve already laid:

🔵 In Episode 004, we introduced CPR in 15 seconds—the importance of showing compassion and proactive reassurance immediately.

🔵 In Episode 008, we unpacked why your team must make a clear decision within 3 minutes—Retain, Refer, or Reject.

Now, in Episode 012, we connect those principles into a full 3-minute framework that shows how to earn trust, lead the call, and close the gap between interest and commitment—fast.

You’ll learn:

🔹How to open the call to build emotional trust

🔹What phrases make clients stay—or leave

🔹How to train your team to lead with clarity

🔹The formula for a winning intake opener

Biggest Insight:

You’ve got 180 seconds. If you don’t lead them well, the client will lead themselves elsewhere.

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