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OD2-207 Client Intake Interviews

Course Description
This course focuses on initial client contact. Attendees will learn how to conduct an intake interview to test for fit, determine client needs, and set expectations about next steps. These interactions allow the organizer to demonstrate professionalism and begin to construct the organizing plan. Discussion will include helpful scripts and communication techniques an organizer can use to guide the conversation to success.

Learning Objectives

1. Conduct initial phone intake to determine viability for proceeding.
2. Use strategic questions to determine client needs.
3. Evaluate whether a prospective client is a good fit. 
4. Identify any deal breakers.
5. Target phone skills to develop, if needed. 

Instructor: Mindy Godding
Total Time: 2 hours
CEUs: 2.0 
Code Words
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.