New clients need TLC

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They may be sharp. Sophisticated. Tough as nails. But new clients don’t yet know your wicked ways and could benefit from a little hand holding.

That goes double for clients who aren’t all of the above.

So, you give new clients lots of information, about you and how you work,and about their case and what to expect.

You tell them what’s going to happen, explain what happened, and spell out what will happen next.

And you encourage them to ask lots of questions. But you don’t wait for that, you contact them often and keep them informed.

You show them you’ve done this before and will take good care of them.

But while you want them to know everything they need to know, you don’t want to overwhelm them.

Don’t send them everything all at once.

No firehoses allowed.

One way to slow your roll is to space out your onboarding email sequence so they don’t get everything on day one.

You might send them an introductory email that thanks and welcomes them, gives them some basic information, and makes them feel good about their decision to hire you.

A follow-up email sent in a day or two can provide them with more information, a checklist or timeline, and links to articles on your website they might want to see.

Subsequent emails, over the ensuing days or weeks, can supply more details and resources, and lots of encouragement.

You might want to number the first few emails. If you plan to send them four emails in the first few days or the first week, for example, number them “1 of 4,” “2 of 4, “and so on, so they know what to expect.

Make sure the final email in your initial onboarding sequence explains when they will hear from you again about (a) their case, and (b) other information—about the law, other legal matters they need to know about, how to’s, recommended resources, and more.

You know, your newsletter.

How to use an email newsletter to build a more successful law practice

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