Why do prospective clients come to your office to talk to you and then go out and hire someone else?
They need your help. They have the money. You answered all their questions thoroughly and politely. But they still said no.
We assume that because we have the skills and they have the need that they’re going to sign the retainer agreement, and most of the time they do. When they don’t, we have to remind ourselves that the first meeting with a prospective client is a job interview. When we don’t get the job, we have to stop and figure out why.
Sometimes, we don’t get hired because of the nonverbal cues we communicate. Did you fail to make eye contact? According to a survey of people who hire employees, 67% of job applicants make that mistake. Was your handshake too weak? 26% of job applicants failed that test. How about forgetting to smile? That omission plagues 38% of applicants.
Statistics say as much as 55% of the impact we make when meeting another person is nonverbal: the way we dress, walk, and act.
But maybe it’s not your body language. If you don’t get the job, maybe you made one of the “Top ten common mistakes at a job interview”. For example, number 8 is “Lacking Humor, Warmth, or Personality”. What, attorneys? No way.
How about number 6, “Concentrating Too Much on What You Want”. “Out out, damn ego.”
Number 2 on the list: Failing to Set Yourself Apart From Other Candidates.” That’s true of most attorneys, isn’t it? Again, we assume that because we have the skills and they have the need, they’re going to sign up. When they don’t, there’s a good chance this is why.
Number 1 on the list of mistakes: “Failing to Ask For the Job.” Relax, you don’t have to ask the client, “Do I get the job.” There are other ways to ask, such as, “Do you have any other questions before we get started on your case,” or “Would you like me to send your ‘New Client Kit’ to your home or to your office?” But you do have to close the deal.
One more thing. Don’t be complacent because prospective clients usually hire you. Yes, you got the job but that doesn’t mean you passed the interview. They may not have been thrilled with what you said or how you comported yourself but hired you because they were intimidated or didn’t know they had a choice.
You want your clients to like you and be glad they chose you. So work on yourself, even if you don’t think you have to, because marketing is everything you do to get and keep good clients.
Are you doing everything you can to get and keep good clients? If not, read this.






Poor follow-up: another symptom of underearning attorneys
Yesterday’s post was about the price you pay for under-valuing and under-pricing your services. It is one of the 12 “Symptoms of underearning” on the Underearners Antonymous web site.
Today’s post is about another symptom of underearning common to attorneys. It’s number 11 on the list, “Not Following Up”. This includes failing to follow up on “opportunities, leads, or jobs” or beginning many projects and tasks and not completing them.
“Not following up” may be caused by psychological issues (i.e., low self-esteem, fear of failure), but it’s often just a matter of poor organization.
There was a period in my career when I had a large number of people I needed to follow up with every day. These were prospective clients I had spoken to but who weren’t ready to sign up. I needed to follow-up with them in 30 to 90 days. If they still weren’t ready, I would schedule another follow-up.
Every day, I spoke to prospects at various stages of readiness. Some I’d spoken to once, others I’d spoken to several times. Every day, new prospects were added to the list and before long, I started to fall behind. Out of necessity, I developed a system for tracking follow-ups. It allowed me to efficiently manage hundreds of prospects who were in my “funnel” at any given time.
You may not call prospects like I was doing, but the concepts behind this system may help you stay on top of other follow-ups you need to do.
The first thing I did was make a prospect tracking form. It was a single page with space for their contact information, notes of our discussions, and a place to record the next follow-up date. Everything I needed was in one place. (I do everything electronically today, but the principles are the same.)
Next, I developed a set of rules for when follow-ups would take place. As I recall, I had criteria for two week follow-ups, 30 days, 60 days, and 90 days, depending on their level of interest and stated reasons for not going forward.
The key to making this work was to decide when to follow-up, and record it, before moving onto the next prospect. There were four choices for follow-up and all I had to do was choose one. Prior to this, I would put the day’s tracking forms in a pile and go through them at the end of the day, deciding when to follow up. This wasted time and was unnecessary. With my new rule, I looked at the page just once and not again until the follow-up date arrived.
What did I do with the tracking form? I filed it in a manual “Tickler” file, a metal file box with hanging folders. I used a variation of the system described at 43 folders–twelve monthly folders and 31 daily folders. As I scheduled follow-ups, I filed them in the appropriate folder (well, on the closest weekday).
Every day, I would empty that day’s folder and move the empty folder to the back of the group. At the end of the month, I would do the same thing with that month’s folder. This way, “today’s” folder was always in the front of the box.
Every day, I knew exactly who to call. When I was done with those calls, if they still weren’t ready to sign up, I put the prospect form back in the tickler box at the appropriate future date.
Why not use the calendar? Because the calendar should be reserved for tasks that are due on a given day, like an appointment. If you want to follow up with someone in 30 days, this is approximate. If you don’t call them on that day, they won’t know it. So if you aren’t able to do some of your follow-up calls on a given day, you can move them to the following day.
There were times when I scheduled a follow-up for a specific day and I did put those on the calendar. If the prospect and I had a phone appointment (which I encouraged), the date and time were scheduled on my calendar. If the time was not specified but I was asked to call on a certain date, I would calendar it for that day but not at a specific time.
This system made me a champion at follow-up. I signed up many new clients that I am sure would have otherwise fallen through the cracks.
You may be wondering how many times I followed-up with a prospect. Well, some of my prospects didn’t sign up until I had followed-up six or seven times. Some, after ten or more. So, I my rule for how many follow-ups: Follow-up until they “buy or die”.
It kept things simple. And profitable.
Want to earn more even if you’re NOT good at follow-up? Download The Attorney Marketing Formula and find out how.