“We’ve seen a significant jump in leads… people are actually referencing that company story, Compassionate Organization, as the reason that they are reaching out”

“Take no more clients, just serve the clients that's there and then send them home and close it.”

“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”

“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”

“If my client is feeling more comfortable and less uncomfortable and fearful coming to the meeting, the rest of our conversation after this is just more likely to go smoother”