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Heather discusses the importance of effective client onboarding during initial phone calls. She emphasizes capturing as much information as possible, as first impressions are crucial. Despite varying approaches for different companies, Heather finds face-to-face contact effective. She recommends using a brightly colored yellow intake sheet to indicate new client information. During calls, it's essential to gather detailed information, even from clients who may be price shopping. Drawing from her extensive experience, she highlights the importance of understanding clients' needs to foster a successful initial interaction.
