Onboarding new clients

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I download a lot of apps to try out. I delete most of them almost immediately.

It’s not the app necessarily. Many of them come highly recommended, have great reviews, and look like something I can use. So, why do I kiss them goodbye so quickly?

Because they don’t make me feel welcome.

They make me sign up before I can see anything. Their instructions are confusing (or there aren’t any). They assume I know things I don’t know, or they do things in ways I’m not used to and don’t explain why.

I’m the customer. You should make me feel appreciated. Take me by the hand, show me around, and help me get started.

Don’t just point out a list of features. Help me start using them.

Some apps do it right. From the first click, they invite you into their world, and an exciting world it is. They show you everything you need to see and hide (for now) everything you don’t. They make you feel like they know what they’re doing and you will be well taken care of.

The app might not have every feature you want. It might not be the best at everything it does. But you fall in love with it because of their exceptional onboarding experience.

Something attorneys should seek to do with new clients.

Make them feel welcome, appreciated, and safe. Make them feel like you’ve done this before and they are in good hands. Make them fall in love with you and very happy they downloaded you.

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Better than digging ditches

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A lot of lawyers love what they do. A lot don’t. A lot of the ones who don’t love it (or like it) do it because they make a decent living and don’t know what else to do.

If you find yourself in the latter group, if you’re okay with the job but aren’t passionate about it, one thing you might do is let go of the need to love everything and focus on the parts you do.

Love the money? That’s fine. Love helping people? Great. Love being able to use your brain and not get your hands dirty? That’s a win in my book.

But what about the things you really don’t like but feel you have to do?

You have a choice. You can find other ways to get the job done. Change your practice area, market, or clients. Change your marketing methods. Change your worklows and habits. Delegate the work you don’t like or aren’t good at.

Your other option is to change your mindset. How you feel and think about what you do. Maybe you don’t want partners or employees, but maybe you could make that work.

Reframe the boring parts or cringy parts by seeing them as a small but necessary means to an end. An end you truly want and are willing to make sacrifices to get.

And then focus on the things you do love and do more of them.

There will always be parts of the job you don’t like. You might not like getting up early, fighting through traffic, and arguing with people all day.

But some things are worth it.

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Sorry, you don’t qualify to hire me

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Wouldn’t it be great to be able to pick and choose who can (and can’t) hire you?

It would and you can start doing it immediately.

Decide who you want as a client in terms of demographics, industry or market, and other factors, and don’t accept anyone else. Or, accept them if you want to, but don’t target them.

Invest your time and resources attracting your “ideal” client.

This will necessarily be a small segment of the entire market of people who might need your services. Why limit yourself?

Because it will make your marketing much more effective and your practice more profitable and enjoyable.

You’ll bring in better clients, the kinds you have determined you want to work with, and eliminate ones you don’t.

Many prospective clients will seek you out because they’ve heard about you from people they know and trust. They’ll be pre-sold on you and your services and won’t need a lot of persuading to sign up.

These clients will be able to pay you and will have a lot of work for you (because you targeted clients who do). They’ll also have more referrals for you, people like themselves who are a good fit for you.

Professionals and businesses in your target market will more readily steer people your way, because they’ve also heard about you from people they trust, some of whom will be their existing clients.

Is this starting to sound too good to be true?

Maybe it is. Maybe your message won’t resonate, your reputation won’t precede you, or people won’t trust you or want you anywhere near their clients and contacts.

But maybe they will.

How about finding out?

Start by understanding that “not everyone is your customer” and that you get to choose.

Choose well, my friend. You might be pleasantly surprised and handsomely rewarded.

If not, you can always go back to marketing to everyone and taking what you get.

Here’s how to choose your niche market and ideal client

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How to get 4 articles out of one idea

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Leverage is my name. Content my game. If you want to play this game, behold a simple way to turn one idea for an article or blog post, video or podcast, into 4.

Choose a subject. It doesn’t matter what it is—anything you know something about. It can be as simple as “torts” or “trusts” or “the rule against perpetuities” (JK).

If you’re not sure, choose something at random.

Once you’ve got a subject, write down ways you could write about that subject based on these 4 categories:

  1. Actionable (How to Do X, How I Do X)
  2. Inspirational (You Can Do X, You Can Get X)
  3. Analytical (How X Works, The Details, The Steps)
  4. Explanatory (Why it Works This Way, How Things Used to Be, What I’d Like to See Changed About X)

Let’s say you decide to write about “negligence”. Your 4 articles might be:

  1. Actionable: How to Represent Yourself in Small Claims Court, 3 Things I Always Do Before I File a Lawsuit, How to Maximize the Value of Your Case
  2. Inspirational: You May be Entitled to A and B and C, How I won a ‘Lost’ Case, What Happened When My Client Tripped and Fell and Thought it Was His Fault
  3. Analytical: How Damages are Calculated, What You Need to Prove to Win Your Case, What is The Reasonable Person Standard?
  4. Explanatory: How Our System Developed (and Why), How to Improve Our System, Why Legal Expenses Are So High

Hold on. We’re not done.

I promised you 4 articles out of one idea, but you can use these categories to dig deeper into your subject and come up with even more ideas.

For example, if you plan to write about why legal expenses and lawyers’ fees are so high, you might come up with 4 (more) articles:

  1. Actionable: Five Ways to Reduce Your Legal Fees
  2. Inspirational: How My Client Built an 8-Figure Business Without Spending a Fortune on Lawyers
  3. Analytical: What I Spend Each Month Just to Keep My Doors Open
  4. Explanatory: Why Hiring a ‘Low Cost’ Lawyer Costs You More, Not Less

And thus, one idea may lead to dozens.

If you find yourself unable to come up a subject to write about, instead of racing around wildly searching for ideas, take something you deal with every day and know well, extrapolate concepts related to it (based on these 4 categories) and come up with 4 (or more) ideas, not one.

Love means never having to say you’re sorry; leverage means never having to say “I don’t know what to write about”.

More ways to get ideas to write about

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Converting contacts into clients

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You have a list. Business contacts, subscribers, followers, and friends. People who read what you write and listen to you when you speak. People who know, like, and trust you, or are on their way to doing that.

Now what? How do you convert these folks into clients and income?

Sending them information is good. And easy. Write about their problems and the available solutions, about their market or industry, about your services, and about other topics that will be of interest or value to them.

Keep doing that but realize that they can get most of this information at the library, surfing the web, or following other lawyers.

To convert these folks into clients and referral sources, to people who send you traffic, to people who look forward to hearing from and make a point of sharing your information with others, you need more than just information.

You need connection.

You do this all the time offline. You can do it with your digital contacts.

There are two things you need to do.

First, you need to know the people on your list or in your market. Who are they, what they do, and what they want (and not just legally speaking).

What makes them tick?

Study your market. And talk to the people in it. What are they excited about? What keeps them up at night? What is it like to walk in their shoes?

Because understanding is the first step towards connecting.

The second thing you need to do? You need to allow them to get to know you.

That means opening up about your personal life. Not everything, but something. Your life outside of work, your family, what you do for fun.

Let down your guard a bit and show people your human side.

Flaws and mistakes and struggles included.

Because that’s what people relate to. That’s what people will like and come to trust.

You don’t have to be an open book. Confess all your sins. A few details go a long way.

Do you have any photos or memorabilia in your office? Things visitors notice and ask about? Do you ever brag about your child hitting a home run in the big game? Do you ever talk about a tough case and how you (eventually) won it? A mistake in judgement you once made and the lesson it taught you?

In your newsletter, talk about the kinds of things you talk about in person. Let people see you’re just like them and they’re just like you.

That’s how you connect. And convert contacts into clients.

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We’re having leftovers today, k?

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If you’re like me (and you are), you do too much research and have a lot of material you don’t use. And this is true of most of your writing, but especially long-form: reports, briefs, books, and presentations.

And there’s nothing wrong with this.

Question is, what do you do with the stuff you don’t use?

Do you save it to another file, in case you might need it later? Do you throw out the content but save the citations or links? Do you delete everything and not give it another thought?

What do I do? I set up a folder for each chapter or section of the work-in progress and put unused notes and my first attempts to write something in that folder. I call the folder “leftovers.”

I call it that because it reminds me of how good leftovers are the next day when you’re scrounging for something to eat in the fridge. It may be cold, but there’s nothing like day-old pizza or chicken or hamburgers, yes?

Great, now I’m getting hungry.

Anyway, call this folder whatever you like: notes, ideas, unused, snippets, research, drafts. I’m sticking with leftovers.

But here’s the thing.

While I offload anything I don’t use to this folder, I hardly ever look at what’s inside this folder.

That sounds dumb, doesn’t it? Then why do you save this stuff?

Because the point isn’t just to have a folder of unused bits-and-pieces I can go back to if necessary, and occasionally it is, it is to give me a place to put things I’m not sure about while I’m in the process of writing.

I might need this or want that; let’s put it in a safe place for now and I can decide later, my brain says.

It allows me to stay in a state of flow and write the first draft quickly, without looking over my own shoulder, thinking about how and when I might use one of these gems.

It’s all about the speed.

Yes, there are times when I realize that what I’m about to move to the leftover folder is something I will need or can use in something else I’m writing, or soon will. I put these elsewhere. No, I don’t have a name for this place. I’m open to suggestions.

Anyway, that’s what I do, and it works for me. What do you do?

Actually, I don’t have time to chat. We had pizza last night and it’s almost time for lunch.

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The chicken AND the egg

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Most lawyers don’t think about it. They present what they do to the world and see who’s interested.

“Here’s some information about the law and about me and my services. If you have this problem or that desire, here’s what I can do to help you.“

When someone shows interest, they talk to them and show them more.

In time, these lawyers get to know more about their clients and their markets and are better able to serve them and more easily market to them.

This works.

But there’s another way.

The other way is to build your audience first and tailor what you do and how you present it to appeal to that audience.

You find a niche that has a need (and the ability to pay a lawyer). You study the niche and learn all about it. And you create marketing materials, websites, and approaches that speak to that audience.

With the first approach, the market is bigger, but there is more competition. It is harder to stand out, and marketing is less effective and more expensive.

The second approach has less competition, marketing is less expensive and more effective, but by definition, the chosen niche is smaller than the broader market.

Both approaches work; which approach is right for you?

Maybe both.

Offer your services broadly and see who finds you. Learn about them and their market and build relationships with them and the people they know.

At the same time, choose a niche market, study it and target it.

I used both approaches in my practice. I started broadly, learned how to practice law and how to pay my bills.

And then I settled in on a couple of niche markets, which allowed me to grow bigger, faster.

Sometimes, the easiest way to find a niche that’s right for you is to look for it among your existing clients.

How to find the right niche for your practice

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Are you working too much, or too little?

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No, it’s not just about how much time you put in, it’s about the results you get and how happy you are about them

You may be killing it with a four-day (or four-hour) work-week. Or you may be working like a dog and barely keeping up with inflation.

It’s not just about the amount of time you spend doing what you do. But clearly, time is a factor.

Which is why I suggest you track how you spend it. Not just your work-day or billable hours. All of your time.

For one week, write down everything you do and for how long you do it. How you spend your 24.

You might learn some very useful (and surprising) things about yourself, some of which could be invaluable.

You might learn that you spend a lot of time doing things that contribute little (or nothing) to your income and/or well-being.

I don’t goof off that much, you say? Yeah, that’s what I said.

You might find you spend 90 minutes to do something that shouldn’t take more than an hour. I did that, too.

Tracking your time will help you prioritize that time and focus on what’s important and aligned with your goals.

You might see how much time you spend looking over the shoulders of your employees or outside vendors, time you could use doing other things. Or you might see how much time you spend doing things yourself that could be delegated to someone else.

Track your time for a week. You might not like what you find, or believe some of it. But the numbers don’t lie.

And admitting the truth is the first step towards change.

Even if this exercise allows you to “only” reclaim ten minutes a day, that’s an extra hour per week you can spend as you see fit.

Which is why you should consider doing this exercise regularly, perhaps once or twice a year.

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Ask this question before you decide

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You’re thinking about doing something for your practice. Something that will take time and resources away from something else. You see the benefits of starting a blog or newsletter, for example, but you’re not sure if you want to commit to it.

But it could be anything. Hiring a new clerk, using a new app, moving your office, offering a new service, or reducing your work hours.

Whatever it is, before you decide, ask yourself, What’s the hidden benefit?

You know the primary benefit. If you start a blog or newsletter, you’ll be able to bring in more clients. The hidden benefit is that it will make you a better writer, and a faster writer, which can help you in all aspects of your marketing and legal work.

Maybe you’re thinking about recording a podcast or videos. The benefit is that you will be able to connect with your audience more deeply because they’re not just hearing your words, they’re hearing your voice.

The hidden benefit is that you will improve your oral presentation skills, making you better from the stage, in interviews, and in the courtroom.

Another example.

You’re thinking about rejecting a small case. The benefit is that you won’t have to invest valuable time doing something with a small payoff.

The hidden benefit might be that you will learn about a new industry or market, or meet other professionals in that market, leading to a lot of bigger cases and clients.

Okay, one more.

You’re thinking about sharing my website and newsletter with other lawyers. The benefit is that you’ll strengthen your relationship with them, making them more likely to share marketing ideas with you and possibly willing to send you more referrals.

The hidden benefit is that by helping them learn how to get more clients, they will have more clients they can refer.

Before you decide to do something, or not do it, always ask, “What’s the hidden benefit?”

Because the hidden benefit might turn a no into a yes or a someday into today.

How to use a newsletter to build your practice

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Maybe you should charge for that free consultation

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People associate value with price. So when you offer something free, like a report or a consultation, they might think it is has less value, or, with a consultation, nothing more than a sales pitch for your services.

If they do, they might decline your offer and never become a prospect. Or they might download your report information but, because it is free, either never get around to reading it or never taking it serious enough to take the next step.

Should you charge for these things instead?

Maybe.

If someone pays hundreds of dollars to consult with you, or even $10 for your book, they are more lkely to read or listen to your information or advice and are thus more likely to sign up as a client.

Paying makes them a better prospect because they pay attention and know more about their problem and your solutions. They also get a sense of what it would be like to have you as their attorney.

But there’s a tradeoff. Fewer people will buy your book than will download a free report. Fewer people will pay to talk to you than will avail themselves of a free consultation.

But maybe that’s a good thing.

You’ll have fewer prospects but probably sign up a higher percentage as paying clients. And those clients are likely to be better clients because they’ve already heard some of your advice and found it valuable enough to pay for more.

On the other hand, a much bigger list of prospects with whom you can stay in touch (via email, letters, social media, etc.) is a very cost-effective way to bring in a lot more business.

For most attorneys, especially those who target consumers and small business clients, I suggest giving away lots of free information and using it to build a list. Best bang for your buck.

I suggest you also write a book and sell it because being an author gives you a level of authority most attorneys don’t have (and you get paid for leads.)

Free consultations aren’t right for every practice. But if you’re in a competitive market where they are common, not only do you probably need to offer them to stay in the running, you should consider making your consultation much more valuable than what other lawyers offer, e.g., more time, more information, and other benefits (a free copy of your book, for example), and promoting the heck out of it.

Just some thoughts to make your life more complicated but also more remunerative.

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