Course 1: Make a Friend

Learn how to build real trust in the first five minutes.
This module teaches emotional connection techniques that break down walls, create trust, and set the tone for the entire intake call. People hire who they feel safe with—this is how to become that person.

Module 1: The Emotional Foundation of Intake

• Why emotional safety matters more than logic
• The “panic window” and what clients are really feeling
• The first 5 minutes: no selling, no fact-gathering

Module 2: How to Create Instant Rapport

• Tone, pace, and vocal warmth
• Mirroring techniques and finding common ground
• Avoiding robotic scripts and canned intros

Module 3: Treat Every Caller Like a Person

• How to talk to someone as if they were sent by family
• Removing sales language and replacing it with helpful intent
• Why this framing lowers resistance and boosts conversions

Module 4: Conversation Control Without Interrogation

• The art of letting someone speak without losing structure
• “Anchor” questions that show empathy without derailing the call
• Examples of leading with humanity, not legal process

Module 5: Trust Cues and Red Flags

• Signs you’ve built rapport (tone shift, vulnerability, emotional relief)
• Signs they don’t trust you (short answers, repeated questions, money obsession)
• How to adjust tone in real-time to re-engage