Ask Intake Questions on the Phone Without the Survey Feel

2026-06-18T00:00:00-04:00

How can my team ask intake questions without sounding like a survey? Teach them to sing. When a team member runs through a list of intake questions, the ones that are not relationship questions, they tend to fire them off like a survey. Short, curt, no breathing room, next, next, next. They do not mean to sound cold, but they do. Singing just means changing the voice and tone so it lands as conversation. The next question I want to ask you is what number can I reach you at, okay great, and your work number, perfect, and your cell, and [...]