A behavioral strategist who trains the conversation that turns an inquiry into a commitment, now applied to law firm intake.
Dr. Jeffrey Scott Stanton, DCH is a behavioral strategist and the founder and Chief Learning Officer of R2R Diagnostic Group. He is the former EVP of Learning & Development at Douglas Elliman Real Estate, where he trained sales professionals on the conversations that turn an inquiry into a commitment. He applies the same method, the R2R Assessment and a 14-item call-review scorecard, to law firm intake teams. The work is the conversation only; legal questions and judgment stay with the attorney.
Before law, the work was real estate. As EVP of Learning & Development at Douglas Elliman Real Estate, a company of more than 7,000 agents, the job was the same one an intake desk has: the first conversation, the question about money, and the moment someone is asked to take the next step.
Credentials include a Doctorate in Clinical Hypnotherapy, Master Practitioner and Master Trainer of NLP, and certification as a Robbins-Madanes coach.
More on the method, the scripts and the scorecard is on jeffreyscottstanton.com. Scope, plainly: everything on this site concerns the conversation that turns an inquiry into an engagement. Nothing here is legal advice, nothing touches the legal work or the attorney's judgment, and any wording a firm adopts is reviewed by the firm against its jurisdiction's rules on attorney advertising, solicitation and fee communication before it is used.
Send a handful of recordings or transcripts. You get a scored review of where consultations are being lost and which pattern is behind it, before anything else is built.