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Front Desk & Client Intake Excellence for Small Teams

25 min

Build a repeatable front desk system any new hire can run: first contact, intake, scheduling, privacy, and clean handoffs. You finish with a Front Desk Playbook of real scripts, checklists, and rules.

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Course

Course Contents

8 lessons - 25 min
Start Here 1 lesson
  1. 1 Introduction: What You're About to Build Video - 3 min Locked
System 1 — The First Impression 2 lessons
  1. 1 The First 30 Seconds Video - 3 min Locked
  2. 2 Intake That Doesn't Miss Video - 3 min Locked
System 2 — The Follow-Through 2 lessons
  1. 1 Scheduling & Confirmations That Prevent No-Shows Video - 3 min Locked
  2. 2 Accurate Records & Client Privacy Video - 3 min Locked
System 3 — The Handoff 2 lessons
  1. 1 Knowing Your Lane — Boundaries & Escalation Video - 3 min Locked
  2. 2 Clean Handoffs Video - 3 min Locked
Capstone 1 lesson
  1. 1 Building Your Front Desk Playbook Video - 4 min Locked

Quizzes and Assignments

Check your understanding and submit work for review.

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Live Sessions

Scheduled calls and their recordings.

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Resources

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