I was at a seminar on Saturday and one of the speakers briefly outlined a six-step process for selling anything. Of course that includes selling legal services.
The process is the same whether you’re sitting down with a client and selling him on giving you a check, networking with corporate bigwigs and selling them on discussing their legal needs, and everything in between. To some extent, the process is the same when you are selling legal services from the stage or in print.
Here are the six steps with my comments in parentheses:
STEP ONE: COMMIT
- Make a personal commitment to the process. (If you look down on selling as beneath you, if you dismiss it and say, “that’s not why I went to law school,” you’re missing the point. Lawyers sell legal services. That doesn’t mean we are sales people.)
- Set S.M.A.R.T. goals: Specific, Measurable, Attainable, Relevant, and Time oriented. (What do you want to accomplish? When? How will you know if you did or did not achieve your goal?)
- Define “why”: what’s the big picture for you that makes the effort worthwhile. (When you’re not getting the results you want, you need to remember why you opened your own office.)
STEP TWO: PREPARE
- Adjust your attitude. (Selling is helping people get what they want by removing obstacles. Be proud of what you’re doing.)
- Work on your skills. (Read, practice, learn from your mistakes.)
- Add to your knowledge. (Learn about sales, human psychology, and your client’s industry or interests.)
STEP THREE: CONNECT
- Appearance. (Make sure everything you do is done professionally.)
- Approach. (Don’t always leave it up to them. When appropriate, take the initiate. Make the call.)
- Rapport. (Build trust before you show them what you can do.)
STEP FOUR: INVESTIGATE
- Observe. (What are their problems? What do they want to achieve?)
- Ask. (Learn more by asking open ended questions. Find out what they want, what they have tried before, what you need to say or do to persuade them that you are the best choice.)
- Listen. (20% asking, 80% listening.)
STEP FIVE: PRESENT
- Timing. (Not too soon, not too late. Look for signs they are ready. If you’re not sure, ask for permission.)
- Solutions. (We get paid to solve problems and achieve results. Show them what’s possible. Tell them how you have helped others in similar situations.)
- Use their language. (Mirror their style, pace, and lexicon. Refer to your notes and reflect back to them what they told you they wanted and needed.)
STEP SIX: CLOSE
- Ask for the sale. (Tell them what to do to get the benefits they want.)
- Overcome objections. (“I need to think about it” is never the real objection. Find out the real reason(s) and show them why the benefits you deliver trump those reasons.)
- Support. (If they sign up, plug them into your support system so they feel easy about what will happen and what to do if they have questions. If they don’t sign up, plug them into your follow-up system.)
- Referrals. (Always ask for referrals, even if they’re not ready to get started.)
Selling legal services is a skill and it can be learned. The better you get, the more people you can help. Last I heard, that’s at least one of the reasons’ you went to law school.
Marketing is everything we do to get and keep clients. Start here.






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.