Marketing legal services: never settle for good when you can get great

August 20, 2012 by
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Your client is in the office and tells you he’s pleased with what you have done for him. You give him a handful of your business cards or brochures and ask him to pass them out. He says he will.

That’s good, isn’t it?

Yes. Very good. But why settle for good when you can have great?

Great would be if your client not only agrees to refer people who need your help, he actually goes out of his way to look for them.

He calls people he knows, tells them about his experience with you, and asks them if they know anyone who might need what you offer. He posts a similar message on Facebook or Twitter. He calls and introduces you to his uncle the insurance broker who has many clients who could benefit from what you do. He posts a link to your web site on his web site. He mails a letter to all of his customers recommending you. He invites all of his friends and neighbors to your seminar.

How do you get this kind of help from your clients? How do you go from good to great?

First, you have to deliver an experience to your clients that wildly exceeds their expectations. They can’t be merely satisfied, they have to be thrilled.

As you might suspect, this usually has very little to do with the core services you provide and everything to do with the way the client is treated. It’s the little things you do for them, the extras and surprises, the courtesies and comforts.

It’s not the documents you draft or the depositions you take. It’s writing a letter of recommendation for your client’s son so he can get accepted into your alma matter. It’s mentioning your client’s charity in your blog or newsletter or Facebook group and encouraging your friends and followers to contribute their time and money. It’s referring customers to your client, introducing him to a lower priced supplier, or sending him and his wife to a nice dinner on your dime.

If you are doing these things, you can ask for your client’s help.

Give him suggestions, based on what you know about his personal and professional life–what they do and who they know. Or give him a list of things they could do based on what other clients have done and let them choose the ones they prefer.

You can give your clients a good experience or a great one. They can do the same for you.

Never settle for good when you can get great.

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Filed Under: Client loyalty, Client relations, Marketing legal services, Referrals Tagged With: , ,

Why attorneys need to brag (and how to do it without opening your mouth)

July 25, 2012 by
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One of the primary objectives for any attorney interested in attracting clients is to show the world why they are a better choice. One way to do that is by bragging about your achievements.

Unfortunately, nobody likes a braggart.

The obvious alternative is to let others brag about you. That’s what word of mouth is all about. Happy clients telling others. Your task, then, is to make sure your clients and contacts know about your achievements and have an easy way to share them with others.

You need a “brag book”.

What is a brag book?

A brag book is a place to collect laudatory information about you. It’s a physical notebook, or the digital equivalent, with pages of clips and stories and information about you and your accomplishments.

Those clips and stories show people what you have done for others and suggest that you can do the same for them. The book is filled with third party validation, proving that you are experienced and knowledgeable and trustworthy.

What’s in a brag book?

Your brag book can have a variety of content:

  • Testimonials
  • Endorsements
  • Awards
  • Thank you letters
  • Articles about you, your cases
  • Articles by you, especially if they appear in an important publication
  • Photos of you with happy clients
  • Photos of you with important people
  • Photos of you helping a charity or important cause
  • Photos of you speaking from stage
  • A photo tour of your office
  • Success stories about your clients/cases
  • Stories about big/important verdicts
  • Press releases
  • Your CV or bio
  • Client survey results
  • FAQ’s that show how and why you are different/better

How do I use my brag book?

Use the contents of your brag book whenever you create a new marketing document. Having this information and these documents and photos in one place will make it easier for you or your copywriter to put together new brochures, seminar slides, web pages, or other documents.

You can also put together an entire book that can be shown to clients and prospects, meeting planners, publishers, and others you want to impress.

Use your brag book, or mini-versions thereof:

  • On the table in your waiting room
  • Framed on the wall in your office
  • As a page your web site; link to it from your “About” page
  • As a handout at seminars, networking events
  • As your “firm brochure”
  • In your “new client kit”
  • Send it to prospects who inquire about your services

How do I start a brag book?

Start by collecting these documents and putting them in one location. If you have paper documents, scan them. You could set up a separate notebook in Evernote for this purpose, or simply add a tag (i.e., “bragbook”) to any note that contains brag-worthy information or documents.

As your collection of items grows, you’ll be prompted to seek out additional documents to add to your book. You might ask more clients to provide a testimonial, for example, or make a point of saving copies of photos you have been tagged in on Facebook.

Once you have started your book, it will remind you to fill it, and use it.

Do you have a brag book? Are you going to start one? How will you use it?

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Filed Under: Communication, Law office management, Marketing legal services, Presentations, Productivity, Referrals Tagged With: , , , , , , , ,

How to make sure you never run out of clients

July 17, 2012 by
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In my practice, every time I closed a client file I reminded myself that I needed to replace it. My future income depended on it.

Early in my career, this made me nervous. I would look at the void in my file drawer where the active file had been and wonder what I could do to replace it.

At some point, I realized that every client can lead me to at least one new client, and if that’s true, I would never run out of clients.

It’s called, “the power of one”.

Every client can refer at least one new client. If not now, at some point in the future. The clients they can refer can do the same.

Of course this is not always true for every practice area. Not every client can refer, or will. But some clients will refer three clients, or ten clients.

Every client can do something to “replace themselves.” If they don’t know anyone they can refer, they know someone who does. Ask every client for the name of their insurance agent, CPA, or other professional. Ask for an introduction. Ask if you can use their name.

Every client can help you build your contact list. Ask every client to distribute your report, promote your seminar, or forward your email.

Growing your practice by leveraging your relationships with existing clients begins with the belief that what your clients pay you for the work you do is only part of your compensation. In addition to your fee, you expect them to refer at least one client or introduce you to at least one professional contact.

Some attorneys discuss this with new clients when they talk about fees. Some actually put this in their retainer agreement.

No matter what you say, or don’t say, one thing is clear: Attorneys who get more referrals expect their clients to refer.

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Filed Under: Client loyalty, Leverage, List building, Marketing legal services, Referral sources, Referrals Tagged With: ,

Take inventory of your marketing to save time, save money, and improve results

July 11, 2012 by
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Taking inventory of your marketing can help you gain clarity about where you are and make it easier to get to where you want to go.

Here’s how to do it:

Pick a period of time in the past. Six or 12 months will do. Write down how many new clients you took in during that period, who they are, and the amount of income those clients have or will generate for you.

So far, so good.

Next, look at the names of each of those new clients and write down where they came from. You need to know whether they were referrals (including self-referrals, aka repeat clients), or they came from some other source.

You can break this down any way that makes sense for your practice, but I suggest something like the following:

  1. Referrals from clients (including self-referrals)
  2. Referrals from professionals, others; networking
  3. Online (Blogging, SEO, social media, webinars, articles, etc.)
  4. Paid advertising (PPC, direct mail, display, radio, directory, ezine, banners, self-hosted seminars, etc.; if you do a lot of adverting, you should break this up into different categories)
  5. Other (Public speaking, publicity, writing (i.e., trade pubs), etc.)

Okay, now you know where the business is coming from. What now?

Here are my thoughts on how you can use this information:

  • Most of your clients should come from referrals. If they don’t, ask yourself why and what you can do about it
  • If you’re not getting business from some of your marketing activities, or they are too expensive relative to the business they bring you, consider eliminating those activities.  For example, if blogging and social media take up a lot of your time but you’re not getting the clients from it, why do it? Use that time for something that is producing.
  • There will be some cross-over or ambiguities. For example, blogging may not be producing a lot of traffic, inquiries, and new clients for you but it still has value as authoritative content you can show to prospects who come to you via referrals, or to add value for your clients.
  • If something is working for you, do more of it. You can find more time for networking, for example, by reducing or eliminating some or all of the time you spend on (whatever is not working). If advertising in trade publications regularly brings in new clients, increase your media buys in trade publications.
  • Before you cut anything, consider the “back end”. For example, you may be breaking even on advertising (or even losing money) but if you are able to get referrals from the new clients that are produced by that advertising, you’re still earning a profit.
  • If you aren’t in the habit of recording where your clients come from, you need to start. Instruct whoever answers the phone to ask everyone, “Where did you hear about us?” and add a line to your new client intake form.
  • Track these numbers going forward so that you can periodically take inventory and see where you are.

A friend of mine says, “You have to inspect what you expect”. He also says, “You have to slow down to speed up.” Take his advice. Once or twice a year, shut off the phones and email and take inventory. It will help you save time, save money, and improve your results.

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Filed Under: Advertising, Blogging, Increase your income, Law office management, Leverage, Marketing legal services, Networking, Productivity, Public Speaking, Referrals, Social media marketing, Time Management Tagged With: , , ,

What do you do when the case is over?

July 9, 2012 by
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Think of a file you closed in the last thirty days. The work was done, the client was paid or got their final papers, there’s no more work left to do.

What now? What’s your plan?

If you think in terms of “cases” or “files” or “work,” probably not much. You finished what you were hired to do and you were paid. Gotta go find someone else who needs you.

If you think in terms of “clients” and “repeat business” and “referrals,” you’re just getting started.

Your clients are worth far more to you than what they paid you to handle their case or file. Over time, they may be worth 50 times that amount. But if you leave it up to them to come back when they need you again, or refer someone who needs you, you’re making a big mistake.

It’s up to you to stay in touch with your clients, now, at the end of their case, and forever–until you retire or one of you dies.

It’s called “lifetime value,” and many attorneys never see it because once the work is done, so are they.

Call your client: “Do you have any questions?”

Mail to your client: “Thank you for the opportunity to serve you. Please fill out this survey and tell us how we did.”

Mail something every month: “Here’s something I thought you would like.”

Most of tomorrow’s business should come from the clients you have right now. Even if those clients never hire you again and never refer a single client, they can help you by sending traffic to your web site, promoting your seminar, or distributing your report or video.

So, when the case file is closed, open another file for the client. You have more work to do.

You need to stay in touch with your clients and let them know you appreciate them. Remind them about the (other) services you offer. Ask them what you can do to help them with anything of a legal nature, or anything else. And once in awhile, ask them to help you by liking your page or forwarding your email to someone they care about.

The work is not difficult and it pays extremely well.

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Filed Under: Client loyalty, Client relations, Marketing legal services, Referrals, Relationship marketing, Thank you letters, Web traffic Tagged With: , ,

Attorney-to-attorney referrals video replay: learn how to “mine your practice for gold”

June 14, 2012 by
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This morning, I participated in a video discussion about attorney-to-attorney referrals. The featured guest was Los Angeles personal injury attorney, Lowell Steiger, who maintains a popular attorney referral Facebook group. Our host was attorney Mitch Jackson, who hosts a variety of interviews of interest to attorneys on his Spreecast Channel.

We started off discussing how attorneys can dip into their client database to find cases they can refer to other attorneys. We talked about the mechanics of making those referrals, how to protect your referral fees, and how to make sure secondary referrals from your clients come back to you.

In addition, we talked about referrals from clients and other professionals, and shared other tips for getting more referral.

Got to this page to watch the  replay of, “Mining Your Practice For Gold”. I’d love to hear your comments about the interview. Please post them on the blog.

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Filed Under: Attorneys fees, Referral sources, Referrals, Relationship marketing

How to use CLE to get new clients and new referral sources

May 18, 2012 by
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When it comes to continuing legal education (the mandatory kind), there are two types of attorneys:

  1. Those who take the classes only because they need the credits (98%), and
  2. Everyone else.

C’mon, be honest. If you weren’t required to do so, would you have signed up for most of the CLE classes you’ve taken over the years? How about if they were free?

Me neither.

But this is not a post about how ridiculous it is to compel professionals to do what the realities of a competitive marketplace already do. No, this is a post about how to make money with CLE.

Want to know how?

Okay, there’s a very simple way to leverage the time you spend taking CLE to grow your law practice. That’s the good news. The bad news is that you have to listen to the presenters and you have to take notes. No playing games while the audio is playing. And no multi-tasking, either. You actually have to pay attention.

Yeah, I know, I’m not doing a very good job of convincing you that this is a good thing, but it is.

So you take notes of the CLE programs you take and when you’re done, you write a one page summary of each class or each segment. Kinda like a brief. Actually, you can put it into any format you want: a summary, FAQ’s, case studies–whatever floats your boat. You can even record an audio if you want.

You with me?

The next thing you do is distribute your summaries to people who might like to see them. You can send them to people you know or you can contact people you don’t know and offer to send them. Or any combination thereof.

To whom do you send them (or offer to send them)?

  • Your competition. You lose nothing by giving this information to other lawyers in your practice area(s). They still have to take the class if they want the credit but your gesture of good will is certain to be appreciated and remembered. They next time you need a favor, some information or advice, you’ll have a ready made list of people willing to help you out. And the next time they have a conflict of interest on a case or otherwise have to refer out a matter, you might just be on their short list.
  • Other non-competitive attorneys. This is where you can really score some points. Take that tax class you just completed and slant your summary for attorneys who don’t practice tax law but need to know something about it. Summarize the changes in SSD for PI lawyers. You get the idea. By delivering value to attorneys in other practice areas, you position yourself as an expert in your area and someone worth knowing. If nothing else, your summaries give you a great excuse to contact potential referral sources and initiate a relationship.
  • Other professionals/referral sources. Financial planners, real estate, insurance, CPA’s–other professionals need to stay informed about the legal issues that affect what they do. Your summaries can spare them the time and trouble of wading through a mountain of information they don’t need and will undoubtedly earn their appreciation.
  • Prospects/clients. Obviously, you need to make the information suitable for lay people and you’ll probably want to avoid mentioning where you got it, but educating your clients and prospects about the legal issues they face and the available solutions (that you can provide, of course) is always a good strategy.

There are other ways to use your CLE notes. You can turn them into articles and blog posts, reports and ebooks, talking points for a speech or seminar, and hey, you can even use it in your actual, honest-to-goodness legal work. Imagine that.

As you can see, with a little creativity you can leverage the time you spend taking CLE classes (and writing summaries thereof) to create some simple tools you can use to grow your practice.

Now, for extra credit, here’s something else you can do: send your summaries to the author or presenter of the CLE class. They may not have any use for it but they will be pleased that someone actually paid attention and took notes. You now have a new contact, a well-regarded attorney who might just know some people you would like to meet and who might be willing to make those introductions.

And hey, they might even give you the hook up so you can submit your own CLE program. If you do, let me know how many credits I can get. I need 36 units and I’m way behind.

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Filed Under: Continuing Legal Education, Marketing legal services, Referral sources, Referrals Tagged With: , , , , , , , , , , , , , , , ,

If I were starting my law practice today, here’s what I would do to bring in clients

May 7, 2012 by
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If I were opening a law practice today, my “marketing plan” would be very different than it was when I opened my office thirty-plus years ago.

The Internet changes everything.

So. . . here’s what I would do:

I would start by setting up a web site to showcase what I do. It would be my online brochure as well as a mechanism for networking and lead generation. It would be an information hub, the center of all of my marketing activities.

My web site would be a self-hosted WordPress blog so I could update it without depending on anyone else. I would spend less than $10/yr. for a domain, and less than $10/mo. for hosting.

I would keep things simple, with a clean, professional look. I would favor quality content over bells and whistles. The look would say, “competent, confident, accomplished and approachable,” because that’s what I would want if I was looking for an attorney.

I would add articles and other content to the site, to provide value to visitors and generate search engine traffic. I would continue to add content, seeking to make my site the most comprehensive in my practice area. When someone needed an answer, everyone would point them to my site.

I would make it easy for visitors to contact me through the site and I would encourage this. I want people to ask questions. My answers bring me one step closer to an appointment and a new client. Their questions and my answers would also give me fodder for new content.

I would add testminonials and success stories to the site, providing social proof of my capabilities and add a dramatic aspect to otherwise dry material.

I would set up a lead capture system, using an autoresponder to deliver an online newsletter. I would encourage visitors to subscribe so I could stay in touch with them. Over time, I know they will become clients, provide referrals, and generate even more traffic to my site through their social media channels.

Once my hub was set up, my focus would be to drive traffic to the site and grow my list. I would start by leveraging my existing contacts, telling them about my site and the benefits of visiting. I would ask them to spread the word to the people they know.

Every piece of printed collateral, including my business cards, would include a link to my web site. Every email I sent would link to the site. Every article I wrote would include a resource box and a link to my site.

I would become active in forums and on social media. I would do some networking and speaking to meet new contacts and to stay up to date with the news in my target market.

I would look for other professionals who target my market and propose writing for each other’s blogs and newsletters. If they were physically near me, I would meet them for coffee and explore other ways we could help each other.

I would regularly email to my list, notifying them of new content on the site and sending them other content I found that I thought they might like to see. I would stay in touch with them so that I would be “in their minds and their mailboxes” when they needed my services or encountered someone who did.

I would let people know I appreciate their referrals and thank those who have provided them in the past. I would suggest other ways they could help me, i.e., forwarding my emails to their friends and contacts, promoting my seminar or other event, or introducing me to people they know that I should meet.

I would look for ways to provide added value to my list and even more so to my clients. I would give them information and advice, but not necessarily in my practice area or even anything legal.

I would smother my clients with attention, exceeding their expectations in every way possible, because I know the best way to build a law practice is with referrals from satisfied clients and other people who know, like, and trust me.

Wait. . .  the Internet doesn’t change everything. Marketing is the same today as it was thirty years ago. The Internet just makes it easier, quicker, and less expensive.

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Filed Under: Client relations, Email, Image, List building, Marketing legal services, Marketing Plan, Newsletters, Online Marketing, Referrals, Social media marketing, Technology, Web traffic Tagged With: , , , , , , , , , , , , ,

A stupidly simple way to get referrals

March 23, 2012 by
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So you want more referrals, eh? Okay, here are two questions you can ask people that should do the trick:

  1. “Who do you know who. . .?” (and yes, I know it’s “whom”), and
  2. “Will you introduce me?”

Yep, that simple.

Of course you have to finish the first question so that it frames the referral request properly. If your request is too broad (i.e., “. . .who might need my services”) you’re making it too hard on the person you’re asking. They can’t see, in their mind’s eye, anyone who fits that description, at least not without a lot of work on their part.

If your request is too narrow, (i.e., “. . .who owns an ios app development company and wants to file a patent claim against Apple”) you’re probably not going to get a lot of positive response.

Your work is to write a question that’s not too hot, not too cold, but just right for the person you are asking. Don’t ask them to mentally inventory everybody they know in search of someone they can refer to you. Help them narrow their focus to a handful of candidates so that they can spot someone who fits the description.

You can do the same thing to get referred to prospective referral sources instead of directly to clients: “Who do you know who is a fee-based financial planner in West LA or the South Bay?”

Even though you ask the right question, you’ll still get people who don’t know anyone they can refer, or don’t realize that they do. That’s okay. You’re follow-up question is, “Who do you know who might know someone who does. . .?”

If they don’t know a fee-based financial planner in West LA or the South Bay, they might know an accountant who does. Or a commission-based planner who does. Or a planner on the other side of town who does. Help them to help you by asking a question they can answer, and they will.

Oh, and always ask, “Who do you know,” not “Do you know anyone. . .?” The former assumes they know someone and, through the power of suggestion, makes it more likely that they will come up with a name or two. The latter begs them to say no.

Ask enough people, “Who do you know. . .” and “Will you introduce me?” and before you know it, you’ll be talking to someone who can hire you or refer you to someone who can.

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Filed Under: Referrals, Relationship marketing Tagged With: ,
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