Sentences with phrase «gather information about the client»

Debt management companies gather information about a client's debt obligations and work with creditors to negotiate an acceptable repayment plan.

This is where we gather information about the client.

• Interacted with clients to secure sales and gather information about client needs and desires.

Not exact matches

Art Sobczak, president of BusinessbyPhone.com, encourages sales reps to learn more about potential clients through social engineering, which essentially entails gathering outside information from others that will enable you help your prospect.

Randy has always read the bodybuilding magazines and has spent time online gathering information on the various theories about training and nutrition, but now that he was on the verge of training clients for a living, he'd been absorbed in research.

Another reason for sponsorship of a site is to gather market information about prospective clients and customers.

Don't forget to gather only the important information about your clients as you may use this for compiling a profile listing.

As with any learning development project, we start by gathering information from the client and Subject Matter Experts about the topic.

Clients looking to sign up for the service start by filling out an online questionnaire that gathers information about their investment goals, their time horizon and their tolerance for risk.

But there are some similar techniques your firm can use to gather information about potential clients.

As you started gathering information, however, you learned about the client's pre-existing medical conditions, spotty work history, faulty recollection, and fondness for the drink.

Second, we gather information from people who knew our client before the accident who can attest to how active our client was, whether our client appeared to be limited in any way, and whether our client complained about pain problems.

Given that this consolidation will have a direct (likely negative) impact on my ability to gather information for my clients, and our law firm clients, I asked Frank Buckreus, Acting Executive Director, Service Delivery at Service Alberta about the consolidation plan in order to share this information with Slaw readers and he very kindly responded with the information below.

In - Person Interview: After this case evaluation interview, you will make an appointment for an in - person interview with one of our investigators, who will gather more information about your case and help you sign on as a client.

Your law firm will gather information you can use about potential clients in the language they prefer.

Sherry Scott, an associate quoted in the article, learned from her secondment experience about the importance of giving clients enough lead time to respond to discovery requests because the information gathering process takes longer than she had imagined.

Jessica's team is able to gather information about the case when the clients call her office and, through the use of Clio's calendaring ability, book the appointment at the same time.

Our investigators will gather more information about your case and have you sign as our client.

Our skilled receptionists are great at engaging potential clients and gathering critical information with a short intake form — getting to know them and ensuring you know everything you need about their case.

Our skilled receptionists are great at engaging potential clients and gathering critical information with a short intake form — getting to know them, encouraging them to become loyal clients, and making sure you know everything you need about their case.

To enhance client service, firms continually need to look for ways to understand and anticipate their clients» specific priorities and concerns, including conducting substantive client interviews and systematically gathering information about their industries, markets, and competitive environments.

Our clients then complete a Resume Supplement Questionnaire which gathers detailed information about your experience, achievements, skills, values, and career ambitions.

Public affairs consultancy researchers gather, analyse and review relevant political, legislative and public policy information, and provide their public and private sector clients with advice about what resulting lobbying action is needed.

S / he has to meet with clients and brokers in order to gather information about the financial activities that occur in the company and to come up with valid plans to increase the overall profitability.

• Supervised and trained new interns on selected projects.05 / 05 — 08/05 xyz music company New York, NYMARKETING INTERN • Responsible for developing marketing strategy for college market • Participated in developing firm presentations to research the market atmosphere • Contacted current and perspective partners to introduce the firm, inform about products and services, and gather pertinent records • Gathered and compartmentalized pertinent information on sales, clients, and demographics into XYZ Database, Outlook, and Excel and PowerPoint Documents • Set up one - on - one conferences and attended client and presentational meetingsSKILLS / PERSONAL • Study Abroad in city, Australia, February — June 2007 • Computer Skills: MS Excel, Word, PowerPoint, Access, Bloomberg, Reuters, familiar with VBA, Flash, and web page design • Languages: fluent in Hebrew, basic Spanish • President, ABC Fraternity, 2005 — 2006 • Help the Homeless, AIDS & Relay for Life Walker • Social Activities & Hobbies: Avid runner and guitarist.

Communicate with the walk - in clients and gather information about their financial activities in past year and the current financial position

• Analyze financial services and solutions to ensure that all financial targets are met • Assist clients in managing their finances by developing and implementing financial strategies for them • Keep in constant contact with clients to analyze their dynamic requirements and customize financial strategies accordingly • Prepare and manage invoices and assist in preparing periodic financial reports • Gather and synthesize financial and operating information about the company and create and update financial models • Draft presentations for debt providers and coordinate follow up procedures • Monitor and reconcile intercompany payments and maintain client billing information • Analyze corporate expense accounts and create and implement strategies to minimize overhead costs

Personal information that may be gathered about you in connection with a background screening investigation may include, for example, your address history, work history, educational history, criminal history, driver's license number, social security number, date of birth, and other pertinent information, depending on the requirements of a particular client and application at issue.

• Serviced clients» needs akin to property leasing and renting • Gathered information about markets and competition • Managed paperwork corresponding to leasing agreements • Monitored vacancies and analyzed client concerns • Processed lease applications • Supported company's marketing functions

Effectively managed time and caseloads based on 20 sessions per week.Efficiently gathered information from families and social services agencies to inform development of treatment plans.Documented all patient information including service plans, treatment reports and progress notes.Collaborated closely with treatment team to appropriately coordinate client care services.Interacted with clinical staff and external resources such as school or community personnel.Developed comprehensive treatment plans that focused on accurate diagnosis and behavioral treatment of problems.Taught clients anger management techniques, relaxation skills, impulse control, social skills, emotional coping skills and functional living skills.Consulted with psychiatrists about client medication changes, issues with medicine compliance and efficacy of medications.Created and reviewed master treatment and discharge plans for each client.Referred clients to other programs and community agencies to enhance treatment processes.Evaluated patients to determine potential need to transfer to specialized inpatient mental health facilities.Led patients in individual, family, group and marital therapy sessions.

About Blog Dynamics CRM Solution Architect with over 15 years of experience in the Information Technology Industry and more than 6 years of experience in requirements analysis, gathering and interpreting requirements documents, designing, configuring, coding, developing and implementing Microsoft Dynamics CRM — based solutions for numerous clients.

Charted and recorded information in client files.Tracked client movement on and off the unit by documenting times and destinations of clients.Checked facility for open windows, locked doors, malfunctioning smoke detectors and other safety hazards.Quickly responded to crisis situations when severe mental health and behavioral issues arose.Efficiently gathered information from families and social services agencies to inform development of treatment plans.Documented all patient information including service plans, treatment reports and progress notes.Collaborated closely with treatment team to appropriately coordinate client care services.Developed comprehensive treatment plans that focused on accurate diagnosis and behavioral treatment of problems.Consulted with psychiatrists about client medication changes, issues with medicine compliance and efficacy of medications.Organized treatment projects that focused on problem solving skills and creative thinking.Referred clients to other programs and community agencies to enhance treatment processes.Created and reviewed master treatment and discharge plans for each client.Guided clients in understanding illnesses and treatment plans.Developed appropriate policies for the identification of medically - related social and emotional needs of clients.Assisted clients in scheduling home visits and phone calls and monitored effectiveness of these activities.Evaluated patients for psychiatric services and psychotropic medications.Monitored patients prescribed psychotropic medications to assess the medications» effectiveness and side effects.Evaluated patients to determine potential need to transfer to specialized inpatient mental health facilities.Administered medication to patients presenting serious risk of danger to themselves and others.Conducted psychiatric evaluations and executed medication management for both inpatient and outpatient facilities.Led patients in individual, family, group and marital therapy sessions.Diagnosed mental health, emotional and substance abuse disorders.Recorded comprehensive patient histories and coordinated treatment plans with multi-disciplinary team members.Consulted with and developed appropriate treatment and rehabilitation plans for dually diagnosed patients.Referenced and used various therapy techniques, including psychodynamic, family systems, cognitive behavioral and lifespan integration psychotherapy.

The informational interview is a time for potential clients to gather information about mediation in general and to assess whether the particular mediator consulted is a good fit for the parties.

The purpose is for potential clients to gather information about mediation in general and to assess whether the particular mediator consulted is a good fit for them, before signing an agreement to mediate.

Model how to gather important information about your client that will help to build upon their positive traits and experiences; then help them link these experiences to core beliefs that are more adaptive for success in treatment.

The Collaborative attorney educates and counsels the client about legal issues and guides the client in gathering and understanding information.

The National Association of Realtors ® is gathering information about how Realtors ® or their clients have utilized the 1031 like - kind exchange provision to facilitate economic development in their communities.