The Prospects (Intake) Module marks the beginning of each client’s journey with our organization — and your work as part of the Intake Team ensures that every new client journey starts with accuracy, efficiency, and care.
In this module, you’ll learn how to process new intakes from start to finish using Boost. You’ll discover how Boost helps you organize client data, track progress, and ensure every step of the intake process is completed smoothly — whether the intake comes in automatically or is entered manually.
Work your way through these lessons and mark as complete on the last lesson when you are finished.
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🔓 Who is this for? This module is designed for anyone who processes client intakes in Boost, including:
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⏰ Approximately 30 Minutes to Complete |
Client Intake Lessons
1️⃣ Intro to Boost
In this module, we’ll explore the basics of Boost—what it is, what it’s for, and how to get around with ease.
⏰ 5 Minutes
2️⃣ Prospects Module
In this module, you’ll get to know the workspace where your daily tasks happen, including adding new prospects, updating existing ones, and managing key details.
⏰ 12 Minutes
3️⃣ Boost Workflows
In this module, you’ll explore Boost Workflows and discover how tailored workflows and tasks streamline and support your daily responsibilities.
⏰ 7 Minutes
4️⃣ Client Intake Wrap Up
In this module, we’ll bring everything together with a summary and review of the key concepts you’ve learned in this course.
⏰ 2 Minutes