A simple marketing and management checklist

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There are a lot of things you can do to increase the gross and net income in your practice. This checklist can help you identify strategies that might be a good fit for you to use or improve: 

MORE CLIENTS

  • Client relations
  • Referrals
  • Following-up/Staying in touch
  • Networking
  • Advertising/Lead Generation
  • Public Speaking/Seminars
  • Public Relations
  • Content Marketing (Blogs, Articles, Books, Audios, Videos, Podcasts)
  • Event Marketing
  • Social Media Marketing

MORE OFTEN

  • Stay in touch (clients, prospects, business contacts)
  • Repeat Services/Updates/Maintenance
  • Other services (Yours, Partners’, JVs)

INCREASE FEES

  • Higher Rates
  • Bigger Cases/Clients
  • Upsells
  • Addons
  • Bundling/Packaging
  • Sell Value, Not Time

REDUCE COSTS

  • Better Employees/Vendors
  • Better Training
  • Outsourcing
  • Parnters/JVs
  • Systems
  • Personal/Professional Development
  • New Skills
  • Better Tools/Equipment

Which of these strategies do you currently use? Which need improving or expanding? Which should you let go of or downsize to make room for something else? Which seems like a good fit for you and is worth starting or exploring?

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Are you giving clients too many options?

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Have you ever heard the expression, “A confused mind says ‘no’?” Research confirms it—when we have too many choices, we often choose nothing. 

A confused mind says ‘no’ because it is confused. 

When you give people too many options, you make their decision more difficult. In your marketing, therefore, rule number one should be to make things simple for clients and prospects, and that usually means giving them fewer options. 

Do you have an ad that describes all of your services? Do you feature all of your practice areas in your content? Clients might be impressed by your capabilities, but they’re usually looking for the solution to one problem. Too many options or offers, especially when most of them are not currently relevant, make decisions more challenging, which is why people tend to say no. 

This is also true with content creation. If you give people too many articles or blog posts to read, videos to watch, or events to attend, it is more likely they will choose “none”.

This doesn’t mean you should eliminate other options. It means featuring or leading with the best, the most relevant, the most likely to become a gateway to your other content or services. 

Post everything on your website, but make the visitor dig for it if they want it. Or send it to them later in your email sequence.

But just as offering too many options can lead to confusion and fewer “sales,” offering only one option can do the same. If the prospective client sees they can hire you for service X and service X doesn’t tick all the boxes for them, they have no other choice but to say “no”. 

Which is why it might be better to give them two options instead of “hire me or don’t”. 

When I created my first marketing course, I thought about offering several packages but eventually settled for just two: Basic and Deluxe. Instead of “yes” or “no,” the choice became this package or that one and it resulted in more sales. 

If you want more people to read your content, sign up for your list, or choose you as their lawyer, don’t give them too many options, or too few.

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It’s an investment, not an expense

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Yesterday, I talked about following up with prospects and clients before, during, and after the case or engagement. Most lawyers get it. But many lawyers don’t do it because it takes a lot of time. 

I say it’s worth the time because it helps you get new business, keep clients from leaving, and generate positive reviews that can multiply that effect.  

But (surprise) lawyers are busy. Even if they want to do it, it’s too easy to let it slide. 

I mentioned having an assistant do it. Have them make the calls, send the emails, and otherwise manage follow up and other marketing activities for you. Yes, there is a cost, just as there is a cost to you if you handle this function yourself. If you take an employee away from their other work, that work might fall through cracks and cause problems. 

I say it’s worth the risk because the benefits outweigh that cost. Especially if you have a reasonable volume of cases or clients. 

Think about it. Do the math. If you hire someone part time and pay them $4000 per month, and they’re able to save one case or client per month or get one client to return, your costs would be covered, wouldn’t they? And if that assistant is able to stimulate clients to provide more reviews and more referrals, and this generates two additional cases (or saves) per month, you would double your investment. 

Over time, these numbers would compound.

You know I’m a big proponent of making referrals a primary marketing method for most attorneys. If you’ve read me for a while, you also know that you can stimulate referrals without explicitly talking to clients about the subject. But, let’s face it, talking to clients about referrals is a powerful way to get more of them. A lot more. 

If that’s not something you want to do, have your marketing assistant do it for you. 

I built my practice primarily with referral marketing. A key to making that happen was delegating as much as possible to assistants. 

It was an investment, not an expense. And it paid off in spades.

How to talk to clients about referrals

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It never stops

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You may not want to hear this, but here it is: lawyers sell legal services. 

Yes, you’re a professional and tiy are hired to provide professional services. No, you’re not a salesperson. But when a new client signs up, or an existing client hires you again, a sale has taken place, and you made that happen. 

And guess what? Selling doesn’t stop when they sign the retainer agreement. In fact, it never stops. 

You sell them on hiring you and then you sell them on staying with you.

You sell them on upgrading to your deluxe package or signing up for your monthly plan. 

You sell them on coming back to you after the initial case.

You sell them on giving you their other legal work. All of it, now and forever. (Or at least asking you about it so you can introduce them to other lawyers who can do the job).

You sell them on sending you referrals. And, once they’ve done that, on sending you more referrals. 

You sell them on introducing you to other professionals and influential people they know and work with. 

You sell them on providing you with reviews and testimonials, sending traffic to your site, promoting your events, and passing out your business card and brochure. 

And you sell them on having reasonable expectations about the outcome of their case (so you can exceed their expectation).

Of course, it’s not just prospects and clients you sell. You also sell insurance adjusters, opposing counsel, co-counsel, judges and juries, your client’s partners, directors and officers, and everyone else in your world. 

It’s all selling. And it never stops. 

And that’s a good thing because that’s how you build a more successful practice.

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The simplest way to get more (of anything)

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You want new clients. Repeat business. Referrals.

You want more people making an appointment, booking you as the speaker at their event, posting a review, signing up for your list, or liking and sharing your post.

Bottom line, you want more people to do something.

The simplest way to accomplish that? Ask them again.

Because they forget. Or aren’t yet convinced. Or need to give themselves permission to spend the money.

If you don’t ask again, if your messages (email, calls, conversations) are “one and done“ you are missing out on as much as 50% of the sales or “yesses” to whatever it is you’re asking.

Maybe more.

I know you know this makes sense. I also know you might not want to do it, or do it as much as you could, because (a) you don’t want to appear needy or greedy, or, (b) annoy anyone.

But think about this:

If you have something valuable to offer, something people need and want and will benefit greatly from getting, you need to do everything you can to help them get it.

If you don’t, how will you feel if something happens to them that might have been prevented or mitigated if you had followed up?

This doesn’t mean you should pound on people to sign-up. Just remind them, respectfully, but repeatedly, and keep doing that until they get it.

And guess what? They want you to do this.

They want you to tell them again. Remind them of the benefits and/or what they’ll lose if they don’t take action.

They appreciate being reminded of an approaching deadline. They appreciate that you respect them enough to stick with them while they figure out how and when they can sign up.

Sometimes, they need to hear from you again before they’re convinced of the seriousness or urgency of your request or offer.

Assume they didn’t get your previous message or got busy with other things. Assume they need to hear more reasons, more examples, or what more people say about your services.

Because they do. If they didn’t, they (might have) signed up the first time they heard from you.

Follow-up is essential to building your practice. And you need to do it.

The only thing you have to figure out is how often.

But you don’t have to figure that out in advance. All you need to do is figure out the next follow-up, and put that on your calendar.

The easiest way to follow-up is with email

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It just takes one

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Public speaking at industry events and conferences has long been an effective way for lawyers to build their authority and reputation.

But there are some challenges.

  1. You can’t just waltz in and expect to be selected to speak. You have to build your authority and reputation outside of those events before you are recognized and invited (or accepted) to speak.
  2. Being a good lawyer doesn’t mean you’re a good speaker.
  3. You can build your reputation and authority, and an email list, through less demanding forms of content creation. Articles, a blog, a newsletter, interviews, podcasts, and the like, provide much greater exposure and many more leads. And your content will live online forever, continuing to do so.

On the other hand, speaking at a convention or industry event offers a big benefit. It allows you to put on your bio that you spoke at said event.

They invited you to speak, so you must be good at your job.

So, do it once or twice. Get yourself invited to a panel discussion or to the center stage. You’ll forever be able to say that you did this, as I shamelessly do when I mention speaking at an ABA convention.

But there is one additional benefit for speaking at these events. You get to meet influential people, which can lead to referrals, introductions, and other marketing and business opportunities.

And this should be your primary goal when you attend any event, even if you’re not one of the speakers.

It just takes one. Because if they are the right one, it can lead to massive growth in your practice and career.

How to take a quantum leap in your practice

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Getting unstuck

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It happens. You’re spinning your wheels or losing ground. What’s worked for you before no longer seems to. You’re bleeding money or exhausted out of your mind, scared or frustrated or angry, or all of the above.

You’re stuck and don’t know what to do about it.

The answer is to do something. Change something. Try something and keep trying until you get your mojo back.

Because you can. Nothing has to stay the same. Trust me. I’ve been there. And lived to tell about it.

I have some suggestions for you. To get you thinking. Maybe you’ve tried some of these already, or thought about trying them. Maybe you need to hear them again before you’re willing to try them, or try them again.

Quickly read through this list of strategies and note anything that catches your eye. Come back to it, meditate or journal on it, or talk to someone about it.

And then try it.

  • Fix a health issue. You can’t move forward if you’re not feeling well or don’t have enough energy. Maybe you need a new eyeglass prescription. Maybe you need to get off some meds. Maybe you have an addiction you need to free yourself from. Maybe you need to eat better or sleep better.
  • Fix a relationship issue with your spouse, child, law partner, employee, or friend.
  • Change your marketing. Try a new strategy, eliminate something, expand something. Learn more, get help, change your process. Your troubles might all go away when you’re able to get some new clients or better clients.
  • Hire someone: an office manager, a virtual assistant, a business coach, a consultant. Maybe you need a new accountant or financial advisor. Bringing some new ideas and/or personalities into your life might be just what the doctor ordered.
  • Fire someone. Someone who is making things worse, not better.
  • Change your practice area or target market. Something more lucrative or a better fit for you.
  • Delegate more. The source of your “stuckness” might simply be that you’re trying to do too much yourself. My philosophy: Only do those things that only you can do; delegate everything else.
  • Find an accountability partner to keep you on track.
  • Cut overhead. What can you eliminate? What can you reduce? Could you renegotiate your lease or move to another building? Find cheaper alternatives for anything? Every dollar you save allows you to do something else.
  • And/or. . . spend more on things that are working.
  • Farm out unprofitable cases; refer out troublesome clients.
  • Simplify (everything).
  • Make your workspace more pleasant to work in. Change the lighting or the furniture; get rid of the clutter. Buy some plants.
  • Track your time. You might find a lot of waste.
  • Reduce your work hours. Take more breaks. Take a vacation. Get more sleep.

Okay, one more. Try a side-hustle.

No, really. A business project unrelated to your current career or practice. Not as a way to supplement or replace your income, although that might happen, mostly as a way to shake the cobwebs off of you by doing something completely different.

You’ll learn new ideas, meet new people, discover different ways to market your services or build your career.

You might also have some fun, which might be the very thing that’s missing in your life.

Yes, this means diverting time and money away from your core business. But doing something else part time might be just what you need to jumpstart your core business.

If this isn’t in the cards for you right now, at least study other business models. I learned how to market my legal services, in part, by looking at what other professionals and business owners do.

The answer to getting unstuck is to do something different. Find something and run with it.

Quantum Leap Marketing System for Attorneys

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Getting to “yes”

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Do you have any clients or prospective clients who need one or more of your services but can’t seem to pull the trigger?

Of course you do.

They might have legitimate reasons for waiting and one day surprise you with the go ahead.

They didn’t have the funds, and now they do. They didn’t trust you (enough) and now they know you better. They needed approval from someone and finally got their blessing.

On the other hand, they might want to do it, plan to do it, but never get around to doing it.

Because they don’t feel the urgency to do it.

They might never feel that urgency. Unless you tell them something that tips the scale in favor of “now”.

Which is why you drip on them, via your newsletter or other mechanisms, providing them with reasons and social proof, and reminding them of the need to do it by continuing to show up in their mailbox.

Drip, drip, drip, and one day, they’re ready.

That’s a great plan. But there’s something else you can do to help them reach the tipping point.

And it’s pretty darn simple.

If they don’t yet feel the urgency, you can create that urgency through the use of scarcity.

Find a way to trigger their innate FOMO, their fear of missing out, by limiting the quantity of your offer or the dates when it is available.

Even something as simple as “There’s only one appointment left this week” can work.

Now before you say, “that’s manipulate and I won’t do it,” remember, these folks need what you’re offering, want to say yes, and plan to say yes, but have been dragging their feet.

You’re doing them a favor by giving them a reason to do what they want (and need) to do sooner rather than (possibly) never.

You and your little friend, FOMO.

Email is the best way to drip

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Audit thyself

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Once a year, or at least once in a while, sit down with your bad self and figure out how things are going.

Take inventory of what you have, what you want, and what you do, and see if you are on track to meet your goals.

Start with how you spend your time.

What do you do every day and every week to produce value for yourself and your clients?

Look at your calendar, task list, projects, and your plans for the next few months. What could you eliminate or combine with other activities? What could you delegate, outsource, or automate?

Cut out the fat and you’ll have more time to do things that produce more value, or more time for yourself.

Then, do the same thing for your expenses.

What could you cut out or cut down? Where should you consider spending more?

Changing these two areas—time and money—might allow you to claw back a few thousand dollars a month or free up several hours a week.

Wouldn’t that be nice?

You should also inventory your cases and clients. Some are worth more than others in terms of revenue and overall profitability. Which ones should you focus on? Which ones should you consider letting go?

Are you employees worth what you pay them? Maybe you should pay them more, or maybe it’s time to have that talk.

Examine the tech you’re using. Is it time for an upgrade? Are you still using something that is long overdue to be retired? Could one piece of tech replace two?

Examine your workflows. Go through your checklists, forms, and templates, and look for ways to make things more efficient and more effective.

Auditing your practice (and personal life) will help you reduce overhead, simplify (and shorten) your workday, and help you get more results with less effort.

That’s an audit you can look forward to.

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Survival mode

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What’s the minimum you need to earn to keep your practice going? To cover your basic overhead and take home enough to keep the home fires burning?

What’s the minimum you need to cover your “nut”?

Once you have a number, figure out what you have to do to earn that. The activities you need to do to be reasonably assured that you will continue to stay afloat.

Doing this will allow you to identify the activities that are important to your practice right now. What’s essential and what isn’t.

You might realize that if you continue to work with your current crop of cases or clients, you will generate enough work now and, via repeat business and referrals, enough work to keep you going for the foreseeable future.

Cool.

On the other hand, you might realize that while you’re okay right now, you’re not replacing cases or clients fast enough to sustain revenue and continue growing, and you need to do something about that.

Or you might realize that some of your practice areas, services or marketing strategies aren’t bringing in enough revue, at least compared to other things you do. You might see value in jettisoning them or changing them and freeing up resources that are better used doing something else.

Once you have a clear picture of your current reality, take stock of other options. Everything else you could do to create growth and build your future.

Doing this exercise will help you get clear about where you are, where you want to be in the next few years, and what you need to do to get there.

This will help you plan your future

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