Client relations made simple

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What do you do when there’s a problem with a case? Do you email the client to tell them? Or do you call?

Calling is better, of course, because you can explain what happened, answer the client’s questions, discuss the options, and work together to find the path forward.

You’re not just delivering news, you’re having a conversation.

Your tone of voice tells the client how you feel about the issue. He’ll hear your concern and appreciate that you personally called. The client might still be upset or afraid, but being able to talk to you will help, even if he blames you for the problem. Actually, especially if he blames you because he can vent and then the two of you can talk about what to do.

Now, you probably know this and you probably use the phone when there’s a problem. The question is, do you use the phone when there isn’t a problem?

When you want to tell the client good news. When you want to ask the client a question. When you want to touch base with the client. Do you call? Even when you don’t have to?

The same dynamics exist whether you’re delivering good news or bad. Just as you want the client to hear the concern in your voice when you deliver bad news, you want them to hear the smile in your voice when the news is good.

If you’re not calling your clients, you’re missing out on an opportunity to strengthen your relationship with them.

Call more, email less.

But, there’s something even better than calling. Whenever possible, meet with your clients in person.

Whether you have good news, bad news, or no news, getting face to face with your clients gives you an opportunity to bond in a way that cannot be simulated over the phone. Now only does tone of voice come into play, so do facial expressions, body language, and general interpersonal chemistry.

Find reasons to meet with your clients for coffee. Visit their business. Invite them to your office. And don’t charge for that time, even if you could.

Spend face time with your clients and when you’re done, send them an email saying, “It was nice to see you.” Or better yet, call.

Your clients are worth a fortune to you

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Priorities for marketing a law practice

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Marketing to clients is easier and more profitable than marketing to prospective clients.

It’s easier to get someone who has hired you once to hire you again. It’s easier to get existing clients to buy your more comprehensive and expensive services. It’s easier to get clients to give you referrals.

It’s also easier get clients to promote your events, share your content, provide testimonials and positive reviews, mention you on social, and send traffic to your website.

Clients are easier to “sell” to because they already know, like, and trust you. They are more profitable because you’ve already paid the marketing costs (money, time) to acquire them.

Even if a client has already “purchased” your most expensive (or only) service, they are potentially worth more to you than someone who has never hired you.

Marketing to prospective clients is important, of course. You need to keep the funnel full. But if you want to earn more and grow your practice faster, you should make marketing to clients your number one priority.

You should also do whatever you can to get prospects into the client column. Get them to hire you for something. It doesn’t matter what. You want them in your office, signing papers, handing over a few dollars, seeing you in action.

One way to do this is to offer them an entry level service. Something small and inexpensive. Something that doesn’t require a big commitment.

If you don’t have an entry level service, create one. Break up one of your services into smaller pieces. One document, one hour, one small bundle. Or offer a free consultation, a free document review, or a free second opinion.

Just get them in the door so you can call them a client and start turning them into a lifetime client, a fan, and a referral source.

Marketing is simple when you know The Formula

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I love it when a plan comes together

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Yesterday, I poked you in the eye and dared you to write an email newsletter to your clients and prospects, or if you already do that, to do it more.

Gordon Firemark practices in Los Angeles and is a long time subscriber and friend. He told me what he does email-wise and kindly agreed to let me share it with you:

Hi David,

Just to add to what you’ve said about emails… Often the challenge for people is not knowing where to start… So having “framework” set up in advance makes it much easier.

Here’s what I do for my weekly newsletter emails.

1. Something “this week” related or personal. (i.e., “This day in legal history”, Trivia, etc.) ( This typically takes a quick google search if I don’t already have something in mind.)

2. Something “curated” – “I read this blog post about ___ and thought you should know about it…” (just bookmark it when I see it during the week)

4. Something I have created or made (video, podcast episode, blog post, or a downloadable checklist, worksheet, etc.) ( which allows me to segment the list based on who downloads what materials) (this is the heavy lifting, but I’m doing it pretty regularly. If not, I do a throwback to something I did last year, or whatever)

5. Some kind of OFFER: “Call for a consultation about [trademark registration|forming a corporation|collaboration agreement] etc.]” “Sign up for Xyz”

6. And a quick personal-feeling sign-off: “enjoy the weekend.. I’m going to the ___ film festival, what are you up to?”

And done. 6-8 paragraphs that almost write themselves. And I’ve got an appointment on my calendar each week that’s set-aside for creating this.

Easy as pie. (and if I’m coming up short on one of these once in a while, I just omit it)

I always try to ask a question that gets them to respond to me… (like I’m doing now), since the engagement improves relationships. My favorite: “What are you struggling with about XYZ these days? What problem can I help you solve?”

Here’s last week’s as an example: https://ckarchive.com/b/mvu7h5hq98od

This went out to a few thousand people on my list. I got dozens of responses to the questions about struggles (valuable data)… 5 unsubscribes, and 3 booked appointments for trademark consultation, which I predict will lead to about $5000 in business. (about half of that already in hand) Not bad.

Thanks for all you do.

-Gordon

So, there you go. Email newsletters work. And if you use a “framework” like Gordon does, you’ll have an easier time of it.

Or you can do like I do, fart out some words and click “send”. Whatever floats your boat.

Anyway, I hope this inspires you to start a newsletter and most of all, to have some fun with it.

Because if it’s not fun, you’re not doing it right.

More

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Forget pretty. Forget brilliant. Just fart out some words.

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When was the last time you sent an email to your list? No, not to a client about a specific case, I mean an email you send to all clients and former clients and prospective clients, staying in touch, sharing information, reminding them that you’re still in business.

Yeah, like a newsletter.

Too much time? Look, if you can’t invest 30 minutes a week for marketing, I can’t help you.

Too much effort? Me thinks not. You write every day. A little more writing won’t kill you.

Nah, there are only two reasons why you’re not doing this. The first is that you’re not sure it will be worth it. Will you really get more business? (Don’t tell me you’re practice is different. It’s not.) Anyway, the only way to resolve this debate is to try it.

What if it does work? What if you’re able to bring in several new clients each month just from writing emails once a week?

The other reason why you don’t commit to writing a newsletter is that you’re scared. What if you inadvertently say something that offends someone? What if your clients say you’re emailing too often? What if you make a sincere effort and it doesn’t work?

Get over it.

Seriously. You owe it to yourself to start or restart a simple email “newsletter” to stay in touch with the people who pay your bills and can send you referrals. You owe it to yourself to see how effective this is for building your practice.

Look, marketing doesn’t get any simpler than this. Once a week you email a few paragraphs to people you know. You share some information, a story, a resource, or anything else that strikes your fancy, and you don’t worry about making it perfect.

If it helps, don’t call it a newsletter. It’s just an email.

Yes, I know I talk about this a lot. Nag, nag, nag. I’m your annoying little brother, right? But you know why I do it, don’t you? And deep down, you know I’m right.

Learn how to start your newsletter 

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I’m like a peeping Tom

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I have a secret indulgence. I like to watch videos about building gaming computers and gaming desk setups. This wouldn’t be remarkable except I don’t play video games, I’ve never built or repaired a computer, and I know next to nothing about how computers work.

I just like to watch.

I find it relaxing. A mindless diversion from everything else I do.

Kinda lame, isn’t it?

Maybe not.

Some people read this and think, “Me too!” They love looking at water-cooled graphic cards and RGB lights and get a thrill out of proper cable management.

Some people like to watch cooking shows but don’t cook, or travel videos and never travel. Some have unusual hobbies, collect odd things, or do things that make the rest of us shake our heads.

And it’s all good. It’s all part of being human.

If you do something different like this, I challenge you to share it with your list. Let your subscribers, clients, and colleagues see a different side of you.

Some will say, “Me too!” They like to do what you do and will feel a connection to you.

Some will think you’re weird. Okay, maybe you shouldn’t tell anyone that you wear a Superman costume under your suit when you go to court.

But most people will appreciate your transparency and like you more for giving them a glimpse into what makes you tick.

So c’mon, out with it. Share your secret. I showed you mine, now show me yours.

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Don’t just tell me about your legal services, tell me what problems you solve

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People contact you and ask about your services. Or they find your website and have a look around. Some of those people are looking for X service because they believe that X is what they need. Other people don’t know what they need, they just know they have a legal problem.

If you’re smart (and you are), you’ll tell people about both the solutions (services) you offer and the problems you solve.

You have a “Services” or “Practice Areas” page on your website, right? If you don’t, uh, hello, McFly? If someone finds your website by searching for X, you want to show them that you do X, right?

Okay.

You should also have a “Problems We Solve” or a “How We Can Help You” page that describes the problems you solve, prevent, or mitigate, or the objectives you help clients attain.

Your “Problems” summary page should then link to pages where you present text and video content about those problems and the solutions you offer. You can then link to your specific “Services” pages(s).

Make sense? Sure. It also makes dollars.

Learn more about creating a website that sells

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Mark the date, you’re invited!

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An attorney friend sent me this email:

“Have you heard? The sci-fi classic film, “Close Encounters of the Third Kind” is being re-released on September 1st, on its 40th anniversary. It’s Spielberg’s “director’s cut” and has been remastered in 4k. I can’t wait to go and I want to invite you to join me as my guest.

I’m sending this email to my entire list. The first 25 who RSVP will get a free ticket for themselves and a plus-one. After the movie, I’ll buy you a burger.

Why am I doing this? Why not!? It will be fun!

Bring some business cards and I’ll introduce you around.

I need to hear from you before August 15th, so don’t wait. Hit reply to this email and let me know.”

Wow, what a great marketing idea. For less than $20 a head, he gets to reward some of his clients and/or referral sources, and create a buzz among everyone on his list. Whether they go or not, everyone who hears about this will tell people about the attorney who invited his clients to the movies.

Good will. Word of mouth. Repeat business. Referrals. And fun!

I salute the attorney for coming up with this idea.

One more thing. I AM that attorney. I didn’t get that email, I made it up. But now, you can send this email (or one like it) to your list. (I hope I’m on that list.)

Lawyers are complicated. Referrals are simple.

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Stop telling clients you’re not in your office

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Your clients don’t need to know that you are away from the office. Or on vacation. They don’t need to know that you received their email, or be told that you will reply as soon as possible.

So why do you tell them?

Being accessible is important, especially when so many attorneys aren’t. But that doesn’t mean you should put yourself on a leash.

Away messages, vacation messages, and “I got your email” messages send the wrong message. They say, “I’m here, you can always reach me, and if I’m away for a bit, I’m sorry, don’t worry, I’ll be back soon.”

It’s bad posture. It says, “I need your business,” when in truth, the message you want to convey is just the opposite.

Your clients need to know that you’re good at what you do, you work hard for them, and if they have you as their attorney, they are very fortunate.

They need you. You don’t need them.

Most clients shouldn’t even have your personal email address. They should have an “office” email and know that it is monitored by someone who works for you. If a client writes, they need to know that someone will read it and reply promptly.

That someone probably won’t be you.

You want clients to know that you’re busy, in demand by other clients, and successful. Your time is extremely valuable and you have people working for you who do most of the front line communication on your behalf.

You’re there, behind the scenes, calling the shots. If your staff can’t help them, or there’s an emergency, they can reach you.

But your clients need to go through them.

Just like when they call.

Delegate more and you will earn more

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This may help you find more time for marketing (or anything else)

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Many consumer advocates recommend setting up different savings accounts for different purposes. One for an emergency fund, one for travel, one for retirement, one for investment, that sort of thing.

The idea is that separate accounts will keep you from spending too much on one thing to the detriment of others. It’s a variation on the separate “envelope budget” idea where people cash their paycheck and put the cash in different envelopes, to make sure they had enough for rent, groceries, and so on

Anyway, it’s not a bad idea, especially for those on a tight budget.

Well, guess what? We’re all on a tight budget when it comes to time. There are only so many hours in a week and if we “spend” too much time on some things, we might not have enough for others.

Therefore, if you ever say you don’t have time for something you know you should be doing, (like marketing), you might want to set up a “time budget”.

Some experts call it “time blocking”. Basically, you decide in advance how much time you’re going to spend on certain activities and you schedule that time on your calendar.

I’ve been advocating this for years. At the beginning of the month (or week), you block out 15 minutes each weekday at 3 PM (or whatever) for marketing. You then keep that “appointment” with yourself.

But hold on. If you find yourself looking at your calendar and seeing you have scheduled 15 minutes for marketing and you don’t know what to do with that time, you might not do anything. Soon, you start canceling those appointments.

You might want to modify your schedule using the household budget analogy and decide in advance what you will do during your appointments.

On Mondays, you might schedule 15 minutes for writing an email newsletter. Tuesdays might be for making phone calls to introduce yourself to other professionals in your niche. Wednesdays might be dedicated to working on your next report, book, or presentation.

You get the idea.

By setting up your “time budget” in advance–what you will do and when–you won’t have to think about what to do at the appointed time, you’ll just do it.

Especially recommended for those who say they don’t have time for marketing.

Leverage is the key to earning more and working less

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We’ve got trouble. Right here in River City

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According to the Wall Steet Journal, there’s a lot less suing going on these days. “Fewer than two in 1,000 people. . . filed tort lawsuits in 2015,” down significantly from 20 years ago.

Why? You know the drill: higher costs, caps on damages, changing jury sentiment against “frivolous” claims, carriers taking a hard line, and the list goes on.

Alternative legal services (paralegals, mediation document prep services, legal plans, etc.) and self-help measures are also thinning the herd. The latest? You can now use a chatbot to get answers to a variety of legal questions and help (advice, sample letters) in fighting parking tickets.

On top of this, more firms offer “low cost” legal services, educating the public to not pay “retail”.

Should we panic? Yes. If panicking is what you need to do to wake up and smell the coffee. Otherwise, no. There may be less business overall, but there is (and always will be) more than enough for you.

But you may need to make some changes. It’s not your father’s profession anymore.

  • Consider changing practice areas. If you handle tort litigation, consider refocusing on business litigation. Or at least adding this to your menu of services. Also consider “emerging” practice areas like “Drone Law”. (I mentioned this the other day, not realizing it’s not “coming” it’s already here, according to the email I got later in the day offering a CLE class on the subject.)
  • Don’t expand your practice areas in order to compete with multi-practice-area firms, in fact, don’t compete at all. Specialize. Be the best you can be in fewer practice areas. Clients prefer specialists, remember?
  • Target the high end of the market and charge higher fees to clients who are willing and able to pay them. Of course you’ll also need to up your game and offer more value and premium services.
  • Target niche markets and dominate them. Become the best known and most highly regarded lawyer or firm in smaller markets. Leverage word of mouth and “influencer” marketing and take the lion’s share of the business.
  • Make marketing an even bigger priority. Pick a handful of strategies and get good at them.

On the latter point, you’re in luck. Many lawyers still don’t get it. Some don’t believe they need to do any marketing at all. You should find them easy to beat. But don’t get complacent. There’s a new crop of young attorneys coming up who do understand the need for and power of marketing, and they’re eager to take business from you.

But don’t get complacent. There’s a new crop of young attorneys coming up who do understand the need for marketing and they’re eager to take business from you.

So basically, do what you should have been doing all along. Narrow your focus, develop your skills, offer more value, and hustle.

There’s plenty of work out there. Go get it.

Good marketing comes down to getting good at the fundamentals

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