You know your clients want you to treat them well, charge reasonable fees, and keep them informed about the progress of their case.
But do you have this in writing?
I’m talking about a “pledge” or a “Client’s Bill of Rights”–something to show clients and prospects, and for you and your staff to commit to and follow.
Start by writing internal guidelines and objectives, for you and your staff. For example, you want your clients to feel welcome and appreciated and to know you are committed to doing your best to help them.
Then, write down things you know your clients want. Here are few ideas to get you started:
- To know in advance how much they be charged
- To be assured that everything they tell you is confidential
- To get copies of everything that comes in or goes out (without being charged extra)
- To be told what they can do to help you do a better job for them
- What you will do first
- To receive an estimate of how long things will take and an explanation of the factors that influence them
- To not get billed for a quick call to you or from you
- What happens if. . .
- What happens when. . .
- How often they will receive a bill
- Retainer agreements and other documents that are easy to read and understand
- Where to get additional information
As you flesh out your list, consider:
- What prospective clients will see on your website, how they will be treated when they contact your office and when they speak with you.
- What new clients will be told, what they will get, and how they will be treated.
- What clients will be told at the end of their case, what you will give them, and what they should do if they have additional questions, need updates or additional services, and how to make a referral.
Make sure to customize your list to your specific practice areas, niche markets, and ideal clients.
Start your list by writing down whatever comes to mind. Ask your staff to contribute ideas. Talk to or survey your clients.
And, once you have a list, put it on your website.
Doing this will keep you focused on serving your clients and treating them the way they want to be treated. It will keep you from forgetting to do what you know you should do, and stimulate you to continually do better.
It will also help you build your practice with happy clients who tell everyone how great you are.
Marketing is easier when you know The Formula
