In yesterday’s post, How often should I call a prospective client? I said you should follow up with a prospective client after a free consultation, but not call them because calling is bad posture. In response, I got an email from an attorney who said, “If you don’t call them how will you find out why they didn’t hire you?”
It’s a good question.
If they don’t call you within a suitable period to give you the go ahead on their case or matter, you can send them a form letter seeking feedback about your office’s “customer service”. Were you well treated, Did we answer all of your questions, that sort of thing. Then, ask if they plan to go ahead with their case or matter and if not, why not. You might provide multiple choice answers for them to tick off, and room for additional comments.
Send this with a cover letter about how you are constantly seeking to improve your services to your clients and you would greatly appreciate it if they would fill out the survey and return it in the envelope provided. You might offer to send them a free report or a $10 Starbuck’s gift card to say thank you.
Anyway, this should give you some feedback on what you’re doing right and what you need to improve. But there’s an even better way to find out why someone doesn’t hire you: ask them while they are still in the office.
Before you hand them a retainer agreement and pen, ask if they see the need for your services and how it will help them. If they do, ask if they are ready to get started. (There are other ways to close). If they aren’t ready, politely ask why.
If they need to discuss it with someone, that’s your cue that the next time you set an appointment, you need to find out if you are speaking to the decision maker and if not, make sure they come, too.
If they are reticent to share their reasons, there’s a good chance it’s money: they don’t have it or they think you’re too expensive. If they don’t have it, you can remind them that you take credit cards or have a payment plan. If they think you’re too expensive, you need to do a better job of building the value of what you do before they see you (i.e., on your web site) and during the consultation.
By the way, “I want to think about it,” almost always means they have another objection. Ask them what they want to think about: Is it the need? Is it the fee? Is there something else that’s holding you back?
The best time to get feedback is when they are in the office, feeling a little guilty for turning you down.
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