Activating client referrals

Share

If you treat them right, many of your clients will tell others about their great experiences with you. They’ll also give you referrals, post positive reviews, send traffic to your website, promote your events, and otherwise help your practice grow.

But not everyone will do that.

Some clients don’t know you want this kind of help. (True). Some don’t want to “share” you with others. (Also true). Some are willing to help, but don’t know what to say or do.

And some won’t do anything, even if they love you to pieces. Just the way it is.

So that’s it? You take what you get? Do good work and hope for the best?

Negatory.

While organic word-of-mouth is best, there are things you can do to get more clients to talk about you and (directly or indirectly), send you more business.

First on that list is to educate clients, prospects, and professional contacts about you.

They know some things; make sure they know more.

Inform them about all of your practice areas, services, and offers. Your clients might not need something, but talk to someone who does.

Tell them why your clients get better or quicker outcomes from you, or other features and benefits not available from other lawyers.

Share your success stories, testimonials, and reviews, showing how you’ve helped others, why they chose you, why they would hire you again, and why they recommend you to others.

Tell them about endorsements you’ve received from other lawyers and judges, business leaders and respected individuals in your niche or local market. Tell them about your awards, the books you’ve written, and your speaking and writing credits.

Second, when someone does something nice for you, e.g., referral, review, etc., go out of your way to acknowledge them (publicly, if appropriate), and genuinely express your gratitude.

That doesn’t mean a form letter.

Send a hand-written thank you note. Say something nice about the friend or client they referred. Take them out to lunch or send them a small gift—a book is a good choice.

Show how much you appreciate what they’ve done and they’ll be more likely to do it again.

Third, make it easier for them to spread the word. Equip them with language they can use to describe what you do and for whom you do it. Give them handouts, links to your best blog posts or articles, forms and checklists they can share.

Fourth, do all the above more than once. Because people forget and because over time, they make new contacts who haven’t yet heard about you.

Finally, do what you can to make it more likely that prospective clients and referral sources hear your name from others, so that when your client mentions your name to them, they’ll recognize that name.

The simplest way to do this? Niche marketing. Go deep into business or industry groups, for example (even if you don’t handle business matters), because word-of-mouth is strong in niche markets.

For more about how to stimulate word-of-mouth, get this

Share

Onboarding new clients

Share

No doubt you give new clients information about what will happen with their case or matter—a general timeline, a list of steps, what to send you, what to expect, when you will update them, how to reach you in an emergency, and other do’s and don’ts.

This is good because

  • It helps you do a better job of protecting and serving them
  • You’ll have fewer issues because of misunderstandings
  • You can better manage clients’ expectations about what will happen, and when
  • Your clients will be impressed by your thoroughness and professionalism, and thus more likely to trust you and follow your instructions
  • Your clients will feel well taken care of, and thus more likely to stick with you, refer you, and say good things about you

One benefit you might not have considered is that you’ll get more referrals doing this because the information you provide shows that referrals are a common and makes the process easy and non-threatening. (See Maximum Referrals for more.)

As I say, I’m sure you do this. But you should do it more.

More means providing this information in more formats:

  • Handouts you give them or mail them
  • Email autoresponder sequence (break it up into smaller pieces, sent over time)
  • FAQs on your website
  • A dedicated ‘new client’ section of your website
  • Videos, webinars, audios

More also means

  • Sending the information every few weeks or months, to make sure they have it, haven’t misplaced it, remind them to read or listen, and to see if they have questions
  • Talking to them about parts of the instructions when they are in the office or on the phone
  • Sharing success stories about how your clients are benefitting from this information
  • Giving them forms and checklists in addition to written instructions

This is important because people

  • Lose things
  • Don’t read everything
  • Don’t understand everything
  • Need to be reminded to read things and do things
  • Process information differently (all at once vs. drip, read vs. video)
  • Are often distracted by life, especially when they are occupied by a legal issue
  • Might not realize how serious you are and need to hear it again and again
  • Might have trouble explaining what you want them to know or do to people who need to know and/or assist them; (tell them to share your information and let you explain it)

The more you do this, the better your clients’ experience will be with you and your staff. Which is good for them and good for you.

It means extra work, but you’ll be glad you did.

How to talk to clients about referrals

Share

I was wrong

Share

You’re reading this because you want to know what I was wrong about and why I’m sharing my “confession” with you.

Mission accomplished.

Well, almost. I haven’t told you what I was wrong about, or why admitting you were wrong is a good way to connect with your readers.

It’s good because people see you don’t pretend to be infallible. You’re a real person, just like them.

Warts and all.

It makes you likeable. Someone they can trust.

Confession is good for the soul.

Maybe you trusted a friend and should have known better. Maybe you recommended a certain app to everyone and had to backtrack when you found out it has a security flaw. Maybe you predicted something would happen on the world stage and you were dead wrong.

Show your readers the real you. Warts and all.

But you have to be careful. You don’t want to admit you were wrong about something irretrievably tied to your core competency.

It’s okay to admit you once hired a secretary too hastily, and she stole from you. It’s not okay to admit you settled a certain case because you didn’t think you had enough experience to take it to trial.

Capice?

In addition to admitting to a mistake, you can also admit to a weakness or quirk, or share a personal experience that humanizes you.

Maybe you like cherry pie a little too much (me!). Maybe you took your daughter to ballet class and had to ask one of the moms to do up her hair (me!) Maybe your sense of humor gets you into trouble a little too often (me!)

The more embarrassing, or humorous, the better.

Admit a mistake or a weakness (that isn’t too weird) and your readers will love you for it. Unless you eat all the cherry pie and don’t leave any for them.

Share

Paying clients for positive reviews

Share

How much is a good review worth to you? A client who says you helped them, made them feel safe, gave them tremendous value and solved their problems, someone who ssays they recommend you to everyone who needs help?

You’ve gotten great reviews before, so you know how good it feels when they show up. You also know they are worth a small fortune.

They bring you more cases from people searching for a lawyer online. More referrals from professionals who check you out before they refer their clients to you. And they make your other clients feel good about their decision to hire you because they can see that others say you’re the best.

Who wouldn’t love to get more positive reviews? You can’t buy that kind of marketing.

Ah, but you can. You already do.

No, not with cash. Don’t be silly. You pay for positive reviews by giving your clients an incredibly positive experience with you.

You don’t just do the work and deliver the results. You do more. You invest your precious time to serve them, go out of your way to take care of them, surprise and delight them, and build a relationship with them.

When they notice and thank you and say they appreciate what you do for them, there’s only one thing left to do.

Give them the link to the review site you favor and thank them, in advance, for sharing their experience and recommendation.

Okay, one more thing. After they post a review, thank them again.

In writing.

Send them a handwritten note and tell them how much it means to you that they took the time to write that review and say those nice things about you.

You’re not done paying until you do.

Share

Your practice-building prime directive

Share

We usually do it when we’re speaking to a prospective client or interviewing a new one. We rarely do it at any other time.

But we should. Because it’s the simplest and most effective way to develop new business and build stronger relationships, which are the essence of building a successful law practice.

Which leads to the prime directive:

Find out what people want, so you can help them get it.

I’m not just talking about their legal needs. I’m talking about everything they might want or need in other areas of their life, because there’s a lot you can do to help people beyond performing your services.

The most obvious is to refer them to other attorneys who handle things you don’t. But you can also:

  • Refer clients or customers to them or promote their business, practice, or cause
  • Provide information—legal, business, consumer, and about their niche or local market
  • Introduce them to people who have information or can help them understand something or do something
  • Recommend tools, books, websites, or ideas
  • Encourage them and give them a shoulder to cry on when things go wrong

Be there for them, for whatever they might need.

If you have a client who needs a recommendation for a job or a loan, help them. If you have a client who is interviewing job candidates, tell them about the book you just read that made this easier for you.

But don’t just wait until they ask for your help. Take the lead and find out.

You do that by observing, listening, and asking questions. What are their goals? What (or who) is stopping them? What do they want to get fixed, avoid, or do better?

You may not be able to help them directly, but you might know someone who can, or. . . know someone who knows someone who can.

Be a matchmaker. When you do that, you help 2 people and get credit for making the match.

You won’t always be able to help people, but you will always get points for trying. When folks hear you ask questions about their situation and what they want or need, when they see you pay attention to what they say, ask follow-up questions, and take notes, they’ll know you really want to help them.

Most lawyers don’t do that. You’ll be “the one” when you do.

Yes, you have time to do it. Because this is the stuff of relationship building and the benefits always exceed the cost.

The Attorney Marketing Formula

Share

The simplest path to loyal clients

Share

How much is a loyal client worth to you? I’m talking about the client who hires you for all their legal work, regularly sends you referrals, shares your content, promotes your events, provides a positive review, and otherwise toots your horn so you don’t have to.

Yeah, they’re worth a fortune.

It makes sense to do everything you can to cement your relationship with all of your clients, because you don’t know who might become your next champion.

Yes?

This week, we talked about doing things that make clients fall in love with you, and avoiding things that push them away. You also know, because I talk about it often, that there are other things you can do for your clients to win their hearts, things that go beyond your legal services.

Like sending them referrals and promoting their business or practice, providing a character reference when they apply for a job, and offering a shoulder to cry on when they suffer a loss.

Because when you give your clients more than they expect (and deserve) you surprise and delight them and show them why you deserve their loyalty.

But there’s something else you can do that’s even easier. Yes, you’ve heard me talk about this before, too. I think the word is “incessantly.”

Stay in touch with them. Because familiarity builds trust and trust is the key component to loyalty.

Keep your name “in their minds and their mailboxes” so they are continually reminded that you’re still doing what you do and can still help them and the people they know.

Send them an article you think they’ll like; it doesn’t have to be written by you.

Send them a pdf of a form or checklist they might find helpful.

Send them answers to questions you are frequently asked by clients and prospects, or people who attend your events.

Recommend a video, website, or app you think they might use.

Send them anything they might find interesting or helpful (or amusing). It almost doesn’t matter what it is, but send them something regularly, so that when they need help or have a question, they think of you and call you (or hit reply), and there you are.

Email Marketing for Attorneys

Share

Do your clients love you this much?

Share

Years ago, I was sitting with a client, looking at her auto insurance policy, and I noticed a few things I thought she should change to improve her coverage and reduce the cost. As I recall, she and her family were paying nearly $4000 per year, which is a lot today but was crazy expensive then.

I also told her she should shop around and get some quotes from other companies because she was paying top dollar with her company. I had just written a book on the subject and told her that by shopping around, she might get the same coverage and cut her premiums by one-third or even more.

She thanked me for my advice, but said she wasn’t going to change anything. She and her husband had been with their agent for several years and trusted him completely. He took good care of them when they had a claim and she would never think of leaving him, even if she could save $1000 or more per year.

Clearly, they loved this guy. What was his secret? And what can you do to inspire this kind of undying loyalty with your clients?

In my view, it had nothing to do with the “work” he did for them and everything to do with him.

He made his clients feel appreciated and well taken care of.

And yes, that’s enough.

Your clients might be pleased with the work you do for them, and think your fees are reasonable, but c’mon, they can get good legal work and reasonable fees from your competition.

But there’s only one you.

Build relationships with your clients and you’ll never want for clients.

Pay attention to the little things you do for them—the way you greet them, the way you remember their birthday, their dog’s name, and that their daughter does Irish dancing or plays goalie on her soccer team—that’s the stuff people appreciate and remember.

When you make your clients fall in love with you (not your work), they’ll never leave you, even when other lawyers offer to do the same work for less.

Marketing is simple when you know “The Formula”

Share

They key to effective marketing

Share

You want to bring in new clients and better clients and have them send you lots of referrals, don’t you?

Okay, no brainer.

You also want this to happen almost effortlessly, without requiring a lot of time or effort.

More empty-skullery

Now, you might think I’m going to give you a complicated formula for achieving this—a long list of things you have to know or do.

But I’m not.

I’m just going to give you one thing you need to do. Because if you embrace it and do it, it will bring you everything you ask.

I’m not exaggerating. It was the key to my success in my practice and my businesses. The “one thing” that made everything else work.

It’s not a strategy, technique, or tool. The key to effective marketing is simply understanding your market.

To know all about the market or niche and the people in it. What they want, what they need, what they talk about and worry about. Because the more you know your market, the more you’ll know what to say to them to get them to see you as the solution to their problem.

Not just one solution, the best solution.

The more you understand them and the world they occupy, the more easily you can relate to them and they to you. And the more likely they will be to say yes, give you all their legal work, and refer their friends and business contacts.

Study your market and the people in it. Learn about their fears and insecurities, their pain, their desires, their fears and their doubts.

Yes, it is that simple.

Of course, in order to know your market, you have to have a market. This will help you choose the right market for you.

Share

If your accountant managed your law firm

Share

Remember the last time you called a company about your order, your payment, or your account and what it took to get to the right department? Remember the joy of wading through a phalanx of options and when you didn’t find what you wanted, choosing any option, hitting “0” or shouting out “customer service” so you could talk to a human being?

God forbid you made a mistake and had to start over. 

Who decided this is the right way to treat customers? 

An accountant. Or committee thereof.

Bean counters counted the beans and realized that it was a lot cheaper to use automation than to hire humans to talk to people. No doubt that’s true. But what they didn’t “account” for is how frustrated customers might be battling the automated devil.

Or how much business they would lose when frustrated customers gave up and bought their wares somewhere else. 

They also didn’t think about the other side of the equation. They didn’t consider how much goodwill and loyalty they could engender, and how much additional profit they might derive, by eating the expense of providing some old-fashioned hospitality on the phone. 

I’m not saying automation is bad. Just that management should consider not just the savings, but the cost. 

How much is it worth to ensure that a customer returns to your store? How many new customers might find you when existing customers share their positive experience with you via reviews, social media, and word of mouth?

I’m not just talking about the phone. There are many areas of customer service where a company should consider spending more to make more. 

That goes for law firm, too.

I encourage you to consider spending more to make clients feel welcome and appreciated and giving them an exceptional experience with your firm. Look for “pain points” and areas of friction your clients and prospective clients might experience and put some money on the line to fix them. 

But don’t just fix them. Turn those pain points into your areas of strength.

It might give you a competitive advantage over other firms that listen too much to their bean counters and don’t listen enough to the people who pay them.

The Attorney Marketing Formula

Share

How well do you know your clients?

Share

Some lawyers do their best to get to know their clients on a personal level, not just during the pendency of the case or matter, but thereafter.

Some lawyers don’t.

The first group may be described as adopting a “relational” approach to building their practice. The latter group, those who do the work and move onto the next client, are said to take a “transactional” approach.

The advantage of a relational approach is that it tends to lead to long-term relationships, which are more likely to result in repeat business and referrals. The lawyer also may get to know the client’s personal and/or business contacts, leading to additional clients and opportunities.

The disadvantages are that it takes time to build relationships, as well as interpersonal skills and being comfortable with a higher degree of transparency.

The transactional approach avoids those disadvantages, but tends to miss out on some of the advantages.

Bottom line, the transactional approach looks at the short-term—the size of the case or the number of billable hours, while the relational approach focuses on the long-term and the lifetime value of the client.

Is one approach better for you than the other? Or should you consider a hybrid approach, as many lawyers do? Many lawyers adopt a transactional approach with most clients and build relationships with their best ones.

Because there are only so many hours in a day.

I recommend a slightly different approach.

I recommend building relationships with all of your clients, just not all in the same way.

Because there are only so many hours in a day, I recommend staying in touch with all of your clients via email, and investing personal time with your best clients.

You absolutely can build relationships with your clients (and others) via email.

You can and you should.

To learn how, get my course on email marketing for attorneys

Share