Client relations

Get more referrals with client appreciation dinners

December 16, 2013 by David M. Ward

Client appreciation dinners are a great way to recognize your best clients and thank them for their loyalty. Basically, you invite them to a free dinner where you present awards and gifts, introduce them to other clients in their niche, and enjoy a good meal.

You might have guest speakers, who may be willing to co-sponsor the event. You might invite your clients to bring guests. Or you can keep the evening information-free and pitch-free and just have a good time.

A Facebook friend of mine, a Realtor, mentioned his firm’s upcoming “Top Referring Client Appreciation Dinner.” I thought that was a smart variation on the idea because his clients have to do something to get invited to the dinner.

There’s a little bit of competition involved. Clients hear about the event and want to come. After the dinner, they see photos on your website and do their best to get invited the following year. Those who do attend will work hard to make the guest list again the following year. They’ll also talk about the dinner to their friends and colleagues.

Of course it also allows the host to promote the subject of referrals to all of their clients indirectly, by simply talking about the dinner.

Nice.

When you recognize good behavior (referrals), you reinforce that behavior and it tends to be repeated. When you recognize that behavior publicly (dinners), many of those who didn’t get recognized (invited) will change their behavior so they can be included the next time.

The bottom line is that you get more referrals, not just from those who make the grade as “top referrers” but from everyone. Your top referrer may send you ten clients, but you may have 100 clients who send you one or two.

If you can’t or don’t want to do a client appreciation dinner (criminal defense lawyers, I’m talking to you), how about a dinner for professionals? Invite your best referral sources and recognize them for their efforts. You can do this even if you do sponsor a client dinner.

If a client or referral source appreciation dinner isn’t in your budget right now, consider a breakfast or luncheon. Or, invite your best referring client or referral source out to dinner, just the two of you, to say thank you for their support throughout the year. Next year, you can invite a few more.

Want another way to get more referrals without asking for referrals? Here it is.

Filed Under: Client loyalty, Client relations, Marketing legal services, Referral sources, Referrals Tagged With: client appreciation dinners, client appreciation events, client appreciation ideas, client dinners

The wave of the future for attorney marketing

October 24, 2013 by David M. Ward

In the 1967 film, The Graduate, Dustin Hoffman’s character was at a party, wondering about his future career, when he was taken aside and offered some advice. “Plastics. There’s a great future in plastics,” he was told.

Plastics were the next big thing in 1967. Today? Who knows.

The thing is, when it comes to attorney marketing, there is no next big thing. It’s still all about information and people. Always was. Always will be.

Technology changes. Fundamentals don’t.

Educate your market place about the law, about problems and solutions, and about the process. Stay in touch with your clients and prospects. Treat people the way you would like to be treated. That’s all attorneys have ever had to do to build a successful practice and it still is.

Don’t get hung up on what “everyone” else is doing or feel left behind if you aren’t following the latest trend. But don’t stick your head in the sand, either. Technology does make things easier, quicker, and cheaper.

Put content on a website or blog because it makes it easier to educate your market and communicate with clients and prospects, not because someone said you must. Use social media to find and engage people because it expands your reach (and you enjoy it), not because all the cool lawyers do it.

The wave of the future for attorney marketing is information and people, same as always. Slicker and more fun with an iPad, but still the same.

Starting or expanding your website or blog? Start here.

Filed Under: Career satisfaction, Client relations, Communication, Legal industry, Marketing legal services, Online Marketing, Social media, Technology

Lawyers: your messy desk is costing you business

October 2, 2013 by David M. Ward

I’ve written before about how to clean up a messy desk and how doing so can make you more productive. But there’s another reason why a messy desk is bad for business: It gives your clients (and others in your office) a negative impression.

A messy desk implies that

You have an equally messy (confused) mind
You are inefficient and waste time
You are disorganized and may forget things
You take longer to do things, costing your clients money
You don’t pay attention to detail
You have too many other clients and don’t have time for new ones
You are sloppy in other areas (i.e., billing, deadlines, negotiating, drafting, research, personal hygiene, etc.)

Most of all, a messy desk tells people you don’t care.

Yes, you want clients to know you are busy. Busy means you are in demand, that other people value your expertise and want to give you money to help them. But you can be busy and organized. You can be busy and care about making a good impression.

If you have a messy desk, some clients won’t hire you again. You make them nervous. Neither will they refer their friends.

Clients want to know that you know what you’re doing, that you do it efficiently, and most of all, that you care about them. Why give them cause to think anything else?

Marketing is everything we do to get and keep good clients. Everything. Here’s the formula

Filed Under: Client relations, Image, Increase your income, Law office management, Productivity, Referrals Tagged With: cluttered desk, first impressions, messy desk versus clean desk

Creating an operations manual for your law practice

October 1, 2013 by David M. Ward

Early in my career I rented space from an attorney who had a very lucrative high volume personal injury practice.

He had half a dozen employees, including one attorney, and everything ran very smoothly. The office was busy but quiet. Everything was orderly. They never seemed to miss deadlines or suffer a major crisis.

One reason why the office was so successful was that the attorney had prepared an operations manual. Every aspect of the practice was documented. Every employee knew what they were supposed to do.

He created the manual, I was told, so that if someone quit or went on maternity leave or got sick, the new hire or temp would be able to quickly get up to speed.

The manual explained how to open a new file, how to close a file, and everything in between. There were forms and checklists for every stage of the case, and fill-in-the-blank form letters, too. The calendaring procedure was spelled out in detail.

As a result, nothing fell through the cracks. The cases got worked and settled or tried. Things moved quickly. Mistakes were rare.

I never saw the actual manual but hearing about it inspired me to create my own. I started by making extra copies of every letter I wrote and putting them in a separate file. I created checklists for repetitive tasks. I asked other attorneys I knew for copies of their forms and form letters and re-wrote them to suit my style and work flow.

I was also able to build a sizable practice with a relatively small staff, in part, because of my manual.

One of the benefits of going through this process is that it forces you to think about everything you do, allowing you to find ways to do them better. You find holes in your procedures, places where mistakes can happen, and you can patch them. You find wasteful tasks and can eliminate them. You see opportunities for doing things faster.

You also find ways to improve client relations. For example, you may discover gaps in communicating progress to clients about their case, or find ways to make their experience less stressful. Repeat business and referrals will increase because you always send welcome letters and thank you letters and remember clients’ birthdays.

The bottom line is that creating an operations manual for your law practice will save time, save money, help you avoid errors (and malpractice claims), and make your practice run more smoothly and more profitably.

If you don’t have an operations manual for your practice, I encourage you to start one. If you have staff, enlist their aid. If you do have a manual, make a note to review it periodically, so you can update it with changes in the law, new forms, and new ideas.

You’ll thank me later.

For more on creating an operations manual, see The Attorney Marketing Formula

Filed Under: Career satisfaction, Client loyalty, Client relations, Communication, Increase your income, Law office management, Marketing legal services, Productivity Tagged With: avoiding malpractice, client satisfaction, creating an operations manual, law practice management, managing your law firm, training new employees

When was the last time a client made you cry?

September 27, 2013 by David M. Ward

You say you care about your clients but is this really true?

Do you comfort them when they are afraid? Do you offer a shoulder to cry on when they are in pain? Do you offer them hope for a better future when they despair?

Many lawyers go through the motions with their clients, saying things that need to be said but not really meaning it. I know, you can’t do a good job for your clients if you fall apart emotionally. But I also know you can’t do a good job for your clients if you don’t feel anything.

Being a lawyer is about getting results, but even more, it’s about making people feel that you will do everything you can to help them, not because they paid you to do so but because you truly care about them.

You can’t fake it. Leadership author John C. Maxwell said, “People may hear your words, but they feel your attitude.”

Filed Under: Client loyalty, Client relations, Communication, Personal development

Marketing wisdom from the founders of two great companies

September 20, 2013 by David M. Ward

Edwin Land, co-founder of Polaroid, said, “Marketing is what you do when your product is no good.”

I don’t think he literally meant that a good product sells itself, but darn close. Clearly, marketing is easier when you have the right product or service.

Lawyers don’t sell innovative products that make people go “wow”. They sell results and effort. Clients can see the former. They often don’t see or appreciate the latter. Your job is to make sure they do.

For lawyers, marketing is more than what you do, it’s who you are. Your values. Your compassion. Your hard work. You must care about your clients and your clients must know it. They must feel about you the way you feel about them.

David Packard, co-founder of Hewlett-Packard, said, “Marketing is too important to be left to the marketing department.” For lawyers, truer words were never spoken.

Marketing is simple, when you know The Formula

Filed Under: Client relations, Communication, Marketing legal services Tagged With: david packard, edwin land, marketing quotes

Word of mouth referrals

September 16, 2013 by David M. Ward

I saw a movie last weekend about an ethnic restaurant on the brink of bankruptcy. The manager met a quirky man, driving a taxi, who claimed to have been a great chef in the old country. Desperate to turn things around, he hired the man and crossed his fingers.

Turns out the chef really was good and business started to pick up.

One customer, an older woman, told the manager she loved the food and would tell everyone about the restaurant. Her husband added, “. . .and she knows everyone”.

Apparently, the woman did know everyone because the restaurant suddenly got very busy. When a food critic gave the place a glowing review, there were lines around the block, two hours before the place opened.

The woman was a connector. She was influential. And because she knew a lot of other influential people, if she thought you were good, the world would quickly hear about it.

What if you had a client like that, a connector who really loved what you did for them? Before you knew it, word of mouth referrals would bring you a waiting room full of new clients.

The thing is, people don’t wear a sign to identify themselves as a connector. It could be anyone. It could be that unassuming older lady sitting in your waiting room right now. If she likes you, your practice is made.

Okay, you may never have a client like that. Or, you may have someone next week. So you do a great job for everyone, because you never know who they are.

Yes, I know you would do that anyway. Because it’s the right thing to do and because it’s who you are. You don’t treat big shots any differently than regular folks.

Here’s the thing. Regular folks can also bring you a lot of business. They may not be connectors who can tell the world about you, but they can refer you a new client, and that client can do the same.

I often took small, unprofitable cases. I didn’t make any money on those cases but my business model was based on serving clients, it was not based on the viability of any one case. I helped my clients with small cases and they came back with big ones.

In a sense, every client is a connector. You may never get a five star review, there may never be a two hour line to get into your waiting room, but treat everyone right and you will have a never ending supply of new business.

Get more clients. Get The Attorney Marketing Formula.

Filed Under: Client loyalty, Client relations, Marketing legal services, Referrals Tagged With: connectors, word of mouth marketing, word of mouth recommendations, word of mouth referral marketing

What are you NOT telling your clients?

September 12, 2013 by David M. Ward

There are no little things in marketing or client relations. Everything is important.

I just spoke to someone who went to his dentist expecting to pay $80 for a cleaning but when he went to pay the bill, he had to fork over $128. It seems that when he called to inquire about the cost of the cleaning (he’s on a budget and wanted to make sure he had enough in his account), he was told it would be $80. He was NOT told that there would be an additional charge for the exam.

It is a lot of money (to him). It is a big deal (to him). When he called to ask “how much,” the dentist should have made sure he was told what the total charge would be.

A professional (or any business) cannot be sloppy about details, especially when it comes to money. People notice. Any trust they had for you before will be in jeopardy.

“What else aren’t they telling me?”

Never assume your clients know anything. If you’ve told them the fees and costs, tell them again. If there might be extras, make sure they know and get their okay before you go ahead.

I’m not suggesting you get all paranoid and lawyer-like, (wait, that’s redundant) and get their initials on everything, in triplicate. Just be aware. And sensitive.

Your client is your mother, and trust me, you don’t want to mess with Mom.

Marketing is everything we do to get and keep good clients. Everything.Â

Filed Under: Client loyalty, Client relations, Communication, Fees and Billing, Law office management, Marketing legal services

My clients are driving me crazy

August 13, 2013 by David M. Ward

I got an email from an attorney who said, “my clients are driving me crazy”. Apparently, many of his clients don’t appreciate him. They are rude and think they know better and he is finding it difficult to maintain his composure.

What do you do in a situation like that?

The first thing I would suggest is to take a look at yourself. Why? Because your law practice is a reflection of you–your attitudes and habits. If you have a preponderance of clients who don’t appreciate you, that may be because you don’t appreciate them.

We don’t attract the clients we want, we attract the clients we deserve.

Do you appreciate your clients? More importantly, do they know it? Do you show them by your words and deeds that you care about them and will do whatever you can to help them? In what ways do you show them? How often do you show them? Is it sincere or is it something you do because you think you have to?

You can’t fake this. People know.

But you may not know. You may not be able to see yourself clearly. So, ask your staff what they think. Ask other professionals who know you. And ask your clients. Send them a survey they can respond to anonymously and leave room for their suggestions.

The other thing I suggest is that you focus on the clients who do appreciate you so you can attract more like them.

What’s different about them? What services do they hire you to perform? How did they find you? (Clients who come from referrals are often better than clients who come through the Internet or advertising).

Are they at the high end of the fee spectrum or the low end? Are they first time clients or repeat clients? What is their background or occupation? Age? Income level?

Survey them as well and see what they like best about you.

Look for patterns and create a profile of these better clients. Then, work on attracting more like them by focusing your time, energy, and resources marketing to people who fit that profile. Start with your existing and former clients who fit that profile. They will lead you to people like themselves.

And, as soon as possible, start pruning your client garden. Get rid of the clients who don’t appreciate you, first, before you have found clients to replace them. Scary? Yes. But you will feel great getting rid of all that negative energy and soon, the void you create will be filled with the clients you want and deserve.

ThisÂ shows you how create a profile of your ideal client.

Filed Under: Career satisfaction, Client loyalty, Client relations, Communication, Marketing legal services, Marketing Plan, Personal development Tagged With: clients from hell, ideal client

How to write a thank you note

August 6, 2013 by David M. Ward

A long time ago in a galaxy far, far away, people used to use a pen to write thank you notes. When someone did something nice for you, or even when you just wanted to acknowledge that you enjoyed meeting them, a hand written note was de rigueur.

Today, not so much. Email is the new standard. Therefore, if you really want to make an impression on someone, take a few extra minutes to write a note, on a note card, and put it in the mail.

What do you say? I found a great article about how to write a thank you note. The author, who sent a gift (books) after his conversation with a subject matter expert who generously gave of her time and information, made sure to include in his note specific details about the conversation and about the expert.

He used a G.R.E.A.T. format:

G stands for Grateful: Express appreciation for the other person’s time or graciousness or other contribution.

R stands for Reference: Tell them what you got out of your conversation –what you learned or what you will remember.

E stands for Explain: He told her he was sending her a book related to the problem their conversation helped him solve.

A stands for Action: If you talked about working together or the next time you might meet, mention this “next step,” but don’t focus on it.

T stands for Thanks: End your note with “thanks again” or something similar, followed by your signature.

You can see the actual note the author sent, using the above points, in the article.

Your thank you notes don’t have to include all of these points, nor are you obligated to send a gift. But when someone does something especially nice for you, such as providing a referral or taking extra time to provide advice, you should do everything you can to acknowledge their help.

Think about the last time you received a heartfelt thank you note. It felt good, didn’t it? Like you made a difference in someone’s life? You make others feel that way when you send them something similar.

Sending a thank you note is not just an act of courtesy, it’s good for business. It makes people remember you and want to see you again or help you again because they know you appreciate them and what they have done.

Thank you for reading this post and sharing it with others.

MarketingÂ is simple. Say please and thank you and in between, try not to mess things up.

Filed Under: Client loyalty, Client relations, Communication, Law office management, Marketing legal services, Thank you letters, Writing Tagged With: how to write a thank you letter, how to write a thank you note