PO-207 Client Intake Interviews
Title: Client Intake Interviews
Course #: PO-207
Course Description: This course focuses on initial client contact. Attendees will learn how to conduct an intake interview to test for fit, determine client needs, and set expectations about next steps. These interactions allow the organizer to demonstrate professionalism and begin to construct the organizing plan. Discussion will include helpful scripts and communication techniques an organizer can use to guide the conversation to success.
Instructor: Mindy Godding, CPO®, CPO-CD®
Format of course: Webinar
Location: Online (*Please note: The dial-in number for this course is not a toll-free number. Registrants are advised to utilize a long-distance service that provides cost-effective rates for extended-length calls. In addition, use of land-based phone is strongly encouraged.)
Class size: Class is limited to a minimum of 15 and a maximum of 50 participants. If the minimum requirement is not met, course registrants will be transferred to the next offering of this class, free of charge.
Cost: $90 members/$190 non-members
Confirmation and Course Materials: Confirmation of registration & course materials will be emailed to you at least three days prior to the course start date. If you do not receive this email, it is your responsibility to contact NAPO (via phone: 856.380.6828 or email: email@example.com) at least 24 hours prior to the course start date.
Cancellation and Transfer Policy: ALL CANCELLATIONS AND TRANSFER REQUESTS MUST BE MADE IN WRITING. A $10 processing fee will be charged for all cancellations or transfers. No refunds will be made on cancellations received less than one week before the course. No transfer requests will be honored once course information is received. Transfers will be accommodated based on course availability.
Disclaimer: This course may be recorded and may be offered for sale at NAPO's sole discretion. By signing up for the course, you irrevocably grant NAPO all rights in any contribution you make to the recording.