#099: How to Automate your Client Intake Process—Without Sounding Like a Robot

I’m all for efficiency. And I’m all for tools and systems that help us become more efficient. The problem is that it’s too easy to get caught up in the efficiency game and lose sight of the end goal: to get better clients, higher fees, more rewarding work. I don’t know about you, but I don’t want to become more efficient at getting crappy results! In this interview, Kai Davis, a business development coach for freelancers and consultants, shares his step-by-step system for managing prospecting in a way that saves time and yields better-quality prospects.

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