How to find out what your clients want (so you can give it to them)

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Attorneys ask a lot of questions. We ask to find out what our clients want and need so we can prepare the right documents. We ask questions through discovery, to avoid surprises, develop a strategy, and gain an advantage. Questions are how we tell a story in the courtroom or negotiate a settlement in the hallway. Questions are even how attorneys answer questions they don’t want to answer.

We’re good at asking questions.

We know when to ask open-ended questions and when to ask leading questions. We know how to question a hostile witness, an expert witness, and our own client. We know when a question is proper and when it is objectionable.

All day, every day, we ask questions in our work. Why don’t we do the same thing in our marketing?

Your clients and prospective clients can tell you what you need to do to grow your practice. They can tell you what you need to say to get them to say yes. They can tell you what you need to do (or not do) to make them happy. They can give you information you can use to improve every aspect of your practice.

All you have to do is ask.

You can ask about the specific handling of their case, what they liked best in your latest newsletter, or how they were treated when they called to make an appointment.

You can ask what topics they would like you to write about in your newsletter, whether they are interested in other services you’re thinking about offering, and whether they think your fees are too high, too low, or just right.

You can ask them what you did well for them, and where they felt you could have done better. You can ask which headline they like best, which blogs or magazines they regularly read, or whether they want paper copies mailed to them or if email is just fine.

You can ask in person or over the phone, through email or online surveys and polls. You can ask directly or, for more honest feedback, let them answer anonymously.

You can ask anything, and they will tell you, and what they tell you could be worth a fortune to you.

What if you have always assumed your clients wanted updates only when there is something important to report but in reality, most of them want to hear from you every month? What if you’ve been writing about how to avoid infringing on others’ patents but they want to know is how to minimize employee lawsuits? What if you have always assumed your receptionist is doing a good job but half of your clients think he is rude?

And guess what? People like being asked. They like giving their opinions and they will appreciate you for asking. It tells them that you care about what they think, and that you want to make them happy.

Make a list of questions to ask your clients and prospects and business contacts. Get in the habit of regularly asking people what they want, what they like, and what you can do to improve. And then do something even more important: listen.

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If I could use only ONE marketing tool

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I started this post intending to make the case in favor of email as my favorite marketing tool. There’s no question that it is one of the most effective ways to deliver messages to people who can hire you or refer someone who can. It’s (almost) free, almost everyone has an email address, and email is still more popular than social media.

With the click of a button, you can send out an email to hundreds or thousands of people, and almost as quickly, get orders or phone calls and appointments.

Strange that so many attorneys (most?) don’t use email in their marketing, at least not as much as they could. Or should.

You may have a list of people–clients, former clients, and business contacts–but if you’re not communicating with them on a regular basis, you’re not going to get their business. They forget about you, or they forget how to contact you, or they’re just not motivated to contact you because. . . you haven’t contacted them.

The point of having a list, indeed, of all of your marketing efforts, is to stay in touch with people. Or as I put it, “. . .to be in their minds and their mailboxes so that when they are ready to hire a lawyer, or know someone who is, there you are. . .”.  Email is one of the most effective ways to stay in touch.

So, I was going to say email is my favorite marketing tool, but that’s not quite accurate. Nope. My favorite marketing tool is. . . a sales letter.

Lawyers may not call it that. We’ll call it a newsletter or information or anything but a sales letter (because we don’t sell, right?)–but whatever you call it, and however you disguise it, if it’s designed to get someone to do something, it’s a sales letter. My favorite marketing tool.

A sales letter is words, on paper (or electrons), that communicate a message and an offer or a request. People read it and call for an appointment, Like your web page, or sign up for your seminar. You can send it by postal mail, or by messenger. Hand it to someone in person, or deliver it via fax or text message. You can post it on your blog, web page, or on Facebook.

Oh, and guess what? Every time you talk to a prospective client on the phone or in person and you tell them about your services and what you can do to help them, you’re delivering a sales letter. A spoken sales letter.

Do yourself a favor and write it down, so you can send it by email.

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How is important but don’t forget why

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I did a presentation last night for some of my business partners and their guests. The objective was to get the guests to either invest in our business directly or provide referrals to our partners.

I talked about the history of our company, the value of our services, and the size of our market.

Lots of facts and figures. Very compelling, if I do say so myself.

But in order to get the ball over the goal line, I made sure I also told them why.

Why the facts I recited are important. Why I got involved, and why they should, too.

I did this by telling stories about some of our partners, their backgrounds and motivation, and also my own. I showed them what motivated us. Facts are static and lifeless. Stories have people in them and everyone wants to know “what happened next”.

Whenever you want to persuade people to act, tell them why. What’s in it for them? What will they get if they do? What might they lose if they don’t?

On your web site, tell people why they should opt-in to your newsletter. What’s the benefit? What do they get? Why will they be better off as a result?

In your demand letters, tell them why they should say yes. Why is it in their best interest? What might happen if they refuse?

In your oral arguments, explain why something was said or done. Tell the judge why he should accept your version. Tell him why he should grant your request.

You may have the weight of evidence in your favor, but it’s your job to interpret that evidence and tell people why it matters. Don’t assume they will know. It’s not always obvious. And even if it is obvious and even if they do know, tell them anyway. Tell them stories that reach beyond their intellect and pluck the heart strings of their emotions.

How is important but don’t forget to tell them why.

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“Who the hell are you and why are you contacting me?”

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Begin rant. . .

I got this voice mail message the other day: “Hi David, this is Joe Blow. Please give me a call at [telephone number]. . .”.

He didn’t say who he was (other than his name, which I did not recognize) or why he was calling. He didn’t give me any reason to call him back.

Guess who I didn’t call back?

I shouldn’t have to tell anyone this but it happens often enough so I guess I do: when you leave a message, tell people who you are and why you are calling.

Are you a client? A colleague? A fan? Do you want to hire me? Is there an issue I need to look into? Do you have something to propose?

When you leave a voice message, give them a good reason to call you back.

And. . .

State your name clearly. Spell it (unless it’s very common). Say your number slowly so they can write it down. Repeat the number so they don’t have to listen to the message again. Give them your time zone and the best time(s) to reach you. Say please and thank you.

Common courtesy and common sense.

And. . .

The same goes for email.

Tell people who you are and why you’re writing. What do you want them to know or do? Give them a web site so they can find out more. Use correct grammar and spelling. Format your email so it doesn’t look like a DECLARATION OF WAR! And get to the friggin point!

When you contact someone for the first time, you’re making that proverbial first impression. The only thing they have to go on is that email or voice mail message. Make it professional. Show them you care. Because if you don’t care, why should they?

Rant over. . .

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6 rules for saving time with email

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Leo at Zen Habits says most emails are too long. They take too long to write, too long to read, and too long to respond to.

He has made a habit of writing shorter emails, five lines or less. Everyone is better off.

Here are his 6 rules for short, effective emails:

  1. Keep it to 5 sentences. No more. I stole this from five.sentenc.es of course, but I’ve used it for years and it works. I usually try to do fewer than 5.
  2. Figure out your main point. If you think you need more than 5 sentences, you haven’t figured out the key thing you want to say. Take a second to figure it out, and stick to just that.
  3. Ask one thing. Don’t ask 10 questions, just ask one. Or two at the most. You’re much more likely to get an answer quickly.
  4. Edit. If you stretched it to 8 sentences, cut out 3.
  5. Link. If you need to refer to info, include a link to it on the web.
  6. Post it. If the info you need to share isn’t on the web, put it there. Create a long answer or long background document (then edit it to the essential info) and post it online. Use your blog, or one of the many free tools for posting info. Create an FAQ if it’s useful. Link to it in your email.

Ironically, it might take longer to craft a shorter email as this famous quote from George Bernard Shaw quote reminds us: “I’m sorry this letter is long, I didn’t have time to make it shorter.” So if you bill by the hour, you’ll actually earn more by writing shorter emails. (Insert smiley face here. . .)

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How to get a lot more clients without doing ANY additional marketing

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Most people who visit your web site, hear you speak, or read your article, don’t call you. And if they don’t call, they aren’t going to hire you.

What’s worse, they’ll never return to your web site or re-read your article. At least you have to assume that because that’s almost always the way it is.

Unless you have a lead capture mechanism in place (and you should), this is a squandered opportunity, a loss for both you and the prospective client.

The good news is that for everyone who does call, there may be three or five or ten people who almost called. They liked what they saw but for one reason or another, they didn’t take the plunge. If they aren’t ready or they don’t have any money, there’s not much you can do. There is one reason prospective clients come close to calling but don’t you can do something about. And if you do, it could bring in a boatload of new clients.

Many people don’t call lawyers simply because they’re intimidated. Let’s face it, attorneys are usually not known for being warm and fuzzy. But while a tough exterior may be a useful quality in an advocate, it can damage our ability to connect with prospective clients.

Fortunately, there is an easy solution.

Your web site or other marketing communication needs to reach out to the reader or visitor, invite them to connect, and make them feel comfortable about doing so.

One way to do that is to feature testimonials from your clients, who speak about how great it was to work with you, how you were kind and helpful and took a personal interest in their case. They can say how they felt scared before they called and thought they were going to get a sales pitch or be told they had to come into the office before they could get any information. Instead, you talked to them on the phone and answered a lot of their questions and there was no pressure at all.

Another way to make people feel comfortable about contacting you is to describe the process. Tell them what happens first, who they will speak to when they call, what will be discussed, what happens next, and so on, so that people can get a picture in their mind’s eye of what it will be like when they call.

Yet another way to reach out to people is to simply tell them directly that you will be happy to speak to them via phone or via email, that you will answer any questions they may have, with no cost or obligation.

No pressure. No intimidation. Call or email, the door is open.

There are other things you can do to make people feel comfortable about contacting you. Reduce or eliminate the “disclaimer” language so prevalent on lawyers’ web sites and emails. Photos of you and your staff are good. Use head shots and also some informal shots of you with clients or you outside the office. Personal information helps. Talk about your kids, sports you enjoy, or your volunteer work. On your web site, consider adding a video of you speaking and welcoming visitors, telling them what they will find on the site, and inviting them to contact you by phone or email.

Show people you are a regular person and you want to speak with them and more people will call.

Want more great marketing ideas? Check out The Quantum Leap Marketing System for Attorneys

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Networking 101: What Do I Do After I’ve Made a New Contact?

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An attorney emailed and asked:

“Last week, I met a man who is the head of the [an influential association]. Good contact. I sent him an email saying nice to meet you, he responded likewise and hopes to see me around. Now what?”

Great question. What do you do after you meet someone? How do you develop a relationship that will bear fruit?

Of course there isn’t a simple answer. Each situation is as different as the individuals involved. And while every nascent networking relationship has the potential to grow and develop, it’s possible that it won’t. The chemistry isn’t there, the timing isn’t right or one of the parties simply isn’t amenable to taking the relationship to a higher level.

So you meet a lot of people, try a lot of things, and see what works. Most relationships probably won’t pan, out but that’s okay. You only need a few good ones.

When you meet a new contact, here’s what to do next:

First, never leave anything to the other party. Always take the initiative to move things forward. You invite them, you call them, you ask them. The reason we give people our business cards when we meet them, isn’t so they have our contact information, it’s to get theirs.

So you’ve done that. You took the lead and emailed “nice to meet you”. That’s good. He replied. Even better. The door is open to future contact and there is now a chance that he will remember you.

Second, when we meet new people, during those uncomfortable first few minutes where we exchange small talk, we are searching for “commonalities”. When we find them (a school, a mutual friend, a shared interest in golf, for example) we are united in that common interest and we have something we can talk about. When you find something in common with your new contact, however banal, you can use that to continue the conversation at a later time.

So, did you discover any commonalities with your new contact? Did you discuss anything that you can use to continue the conversation? If not, in your next communication, find a reason to ask him a question. Ask if he knows someone you know or what he thinks about an idea that is important to his industry. Share an article you think he may like and ask for his thoughts.

Third, and most important, networking isn’t about you getting something from the other person, at least not initially. In the beginning, networking is the search for people with problems you can help solve or objectives you can help meet. I am not necessarily referring to your legal services.

What does the other person want? Where is his pain? What is on his mind? You need to find out so you can help.

You might have information that can help. You might introduce him to someone. Or give him a referral.

You get what you want by first helping other people get what they want. The more you give, the more (eventually) you will get.

So, if you don’t know what this individual wants, find out. Ask him–“how can I help you with. . .?” Or ask people who know him or his organization what might be needed. Or do some research.

Once you know what someone wants, look for ways to help him get it. If you can’t help them yourself, turn to your existing network of clients and contacts and find someone who can. If your contacts can’t help, they may know someone who can.

Your role is to position yourself as the “go to” person when people need something. You connect people with problems with people who have solutions. In doing so, you help both people and you also help yourself.

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Dear Attorney: Why should I hire you?

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why should i choose you instead of any other attorneyAs you think about the end of this year and the start of a new one, there’s something you should spend some time contemplating: Why should a prospective client choose you instead of any other attorney?

After all, they could choose from a long list of other attorneys. In some cases, if their needs are simple enough (or they think they are) they can also choose a paralegal or other non-attorney. In any case, not you.

So why choose you?

It’s an important question, don’t you think? Spend some time thinking about this and crafting your answer so that if someone asks, you can confidently answer in a way that inspires them to take the next step in your direction.

A good place to start is by using your imagination. Pretend a prospect is sitting in your office, across the desk from you, pen and paper in hand. You’ve discussed their issue with them, answered their questions, and shown them their options. Then, they pop the question: Why should I hire you instead of any other lawyer?

What would you say?

Write down everything you can think of. No doubt you’ll mention your track record, results you’ve obtained for other clients, and your accolades and awards. You’ll talk about your firm’s resources and capabilities. You’ll say things like “dedication” and “hard word” and “caring”. And all of this is good. But it’s not enough.

For one thing, nobody really cares that you are the biggest, oldest, or most successful. It’s not meaningless, but it’s not that important because it’s all about you. Your prospects want to know what’s in it for them.

In addition, those other lawyers are saying something very similar.

So dig deeper. What makes you different? Why are you the better choice? What co your clients get they don’t get from any other lawyer?

These aren’t easy questions to answer. You may not have a good answer, or any answer, and that’s okay right now. At least you’re thinking about this and if you continue to think about it, eventually you will start doing things that will provide you with a great answer.

Your prospects may never ask you this question. They may never even think it. And, in truth, most will make their decision based on how you make them feel when they speak to you, not on any quantifiable measure of your superiority. But don’t get complacent.

In the end, the attorney who delivers the highest standards of service and benefits to his or her clients is the attorney who will attract more of them. Even if nobody asks.

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What do your clients really want?

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Your clients hire you to obtain results. They want a certain outcome, a verdict or settlement, a deliverable. This post points out that results usually come at the end of the engagement and says that, “. . .clients don’t care about results most of the time, they care about the experience they’re having with you right now.”

Clients obviously do care about how they are treated by you and your staff; their experience with you is important to them. But I don’t think you can say they don’t care about results most of the time. They certainly do.

But, next to getting those results, there’s something else they care about.

They want to see that you made the effort.

Clients want to see that you tried. You fought for them. You did the work. If the hoped for results don’t come, most clients will accept this, but only if they know you did your best.

Your clients expect you to treat them politely and keep them informed. They expect you to be fair in your billing. Being treated well is part of the deal, part of what they get when they hire you. But being treated well will never excuse a lack of effort.

There’s two parts to this:

  1. You have to make the effort, and
  2. Your clients need to know you did.

Make sure your clients see your work product and understand everything you do. Paper them, inform them, explain to them. Show them you did everything you could to obtain the results they want. That’s what they’re paying you for.

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Attorneys: Will you be sending holiday greeting cards again this year? (Read this before you do)

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‘Tis the season. . .

Yep, the holidays are right around the corner. Will you be sending cards this year?

If you are, this excellent 13-step holiday greeting card guide for law firms will help you create a plan and a timetable.

You don’t want to wait until the last minute. Not with so many decisions to make. Remember last year? You spent way too much time looking through catalogs to find just the right card (mustn’t offend anyone) and then spent way too much money because you didn’t want your clients to think you couldn’t afford a nicer card. . .

I’d like to propose an alternative to this annual ritual of pain.

Don’t misunderstand me, I do recommend communicating with your clients and professional contacts and the holidays are an especially good time to do that. Communication is the sine qua non of relationship building, after all. What I don’t recommend is sending the same commercial greeting cards everyone else sends.

Why? Because a mass market, commercial greeting card that your client reads for three seconds before placing on the fireplace mantle sends an unwritten message:

We’re sending this to you because it is expected of us and we didn’t want to take a chance that you would notice if we didn’t. We couldn’t be bothered to put any thought into it, so we spent some money instead. We want to remind you that we still exist and we hope you will remember us if you need an attorney or know someone who does.”

Commercial holiday cards, the same cards sent by every insurance agent and dentist, are nothing more than advertising, and everyone knows it.

Look, you know these people and you do appreciate them, and they you. You helped them through a tough time or you helped them achieve something important. You met their family or their employees. You really do care about them as individuals, but your holiday card says they are just names on a mailing list.

So, what do I advise instead?

A letter. Send a personal letter to your clients that says what you really want to say.

Tell them what you would tell them if you were sitting with them in person.

Tell them that you appreciate knowing them and you are proud that you have been able to help them. Share news about what happened this year in your practice and personal life and your thoughts about next year. Share a story about a remarkable case, a client who opened a new business, or a new hire in your firm.

Write about the economy and offer solace and advice. Write about books that changed your thinking, and quotes that inspired you. And, because it’s a personal letter, you can write about your kids, your hobbies, or your vacation. Whatever you write about, make sure you tell your clients how grateful you are to know them and have them as clients.

When your clients receive these annual missives, they will read every word. They will tell their friends and families about their attorney’s letter. And because they know you didn’t have to do it, they will call you and send you emails thanking you for taking the time to write a personal message.

My wife and I have friends who send out a family newsletter every year. It’s written by the husband and reads like a newspaper, with headlines, photos with captions, and “news” stories. Very funny news stories. Humor is not easy to pull off, but my friend does it like a pro. My wife and I read it cover to cover, laughing all the way. Our friends moved to the Midwest a few years ago, so we don’t see them much (they visited recently) but their newsletter keeps us informed about what’s going on in their lives and makes us feel like we are still a part of it.

Send your clients and others you care about a year-end personal letter. If not a complete letter, at least add a note inside the card. If you really want to make an impact, add a personal, hand written P.S., something that lets your client know you know who they are.

You don’t need much, just something personal. “Tell Michael I wished him good luck in his soccer tournament!” will be appreciated and long remembered, and so will you.

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