Three questions lawyers should ask prospective clients

July 27, 2012 by
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When you have a prospective client in the office or on the phone, chances are you assume they will hire you. At least you should. Assuming the sale is a smart strategy in any sales situation.

But what you think and what you say aren’t necessarily the same thing. Sometimes, it’s too early in the process to talk to the prospect about taking the next step. They’re not ready.

This article presents three questions you should ask to qualify the prospect and better prepare them for taking the next step. They allow you to gain valuable information about where the prospect is mentally, and help them to commit to moving forward because that’s what they want to do.

These aren’t the only questions you can ask, and they might not be appropriate to every situation. But they show the client you aren’t pushing them and help you to find out if there are any potential problems (with the client or their attitude) before you move forward.

Here are the three questions:

1. Was there a compelling event that caused you to request information from us?

Do they have a problem you can solve? Do they have a lawyer they aren’t happy with?

The problem they’re having may be obvious (e.g., divorce, accident, foreclosure). A similar question, i.e., “What brought you to see me today?” will get them to focus on “what happened” and get them telling their story.

2. What is the most important thing you hope to accomplish by solving this problem?

This helps you understand what they want and what they expect. If what they expect is unreasonable, you need to address this before you present your solution.

This also helps you find out if they are serious about solving their problem. If they are, it gets them to focus on results rather than how much you charge.

3. It sounds like you could benefit from our solution. What would you like to see happen as a next step?

I like this question because it invites the prospect to be a part of the process. There’s an old saying in sales: “If you say it, they can doubt it; if they say it, it must be true.” If the prospect tells you what they want you to do for them, they are effectively giving you the go ahead.

These questions will help you gain valuable information and position yourself as someone who cares about what the client wants, not just what you have to offer. The bottom line is a more relaxed and open prospect who sells themselves on hiring you, instead of you having to sell yourself.

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Filed Under: Closing the sale, Communication, Salesmanship Tagged With: , , , , , , , , , , , , , , , , , , ,

How to get prospective clients to see you as the ONLY attorney to choose

June 11, 2012 by
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Imagine you are looking for a new accountant. You’ve collected information about several candidates, but you haven’t spoken to any. You’ve narrowed your list to three accountants you plan to contact.

You call the office of the first accountant and tell the receptionist you want to talk to Mr. Roberts about possibly hiring him. You are told that you will need an appointment and you set one up for the following week.

You have a similar conversation with the second accountant’s office, but in this case, you are transferred immediately to Mr. Green. He tells you about his background and practice. He’s friendly and open and you schedule an appointment to meet with him as well.

You call the third accountant, Mr. Jones, and are transferred to his personal assistant, Sally. She asks you some questions and also sets up an appointment with Mr. Jones.

So far so good. Three decent candidates. You’ll meet all three in person within the next ten days and you hope you can choose the right one. You start making a list of questions you will ask when you meet.

You check your email. There’s a message from Sally, Mr. Jones’ personal assistant, thanking you for your call and confirming your appointment. Attached are some documents for you to review before you meet:

  • A letter confirming your appointment, directions, and parking instructions.
  • A F.A.Q. brochure about Mr. Jones, his firm and staff, fees, payment options and other basics a prospective client would want to know
  • Three articles by Mr. Jones, one about saving time and money with bookkeeping, one on how to minimize taxes, and one published in a bar journal about tax issues lawyers need to know that will help with do a better job for their business clients.
  • Another article, an interview of Mr. Jones that was published by a prominent CPA Journal
  • Three back issues of Mr. Jones’ newsletter
  • A booklet of testimonials from Mr. Jones’ clients, including several attorneys, and endorsements from other CPAs, financial planners, and a professor of taxation
  • Mr. Jones’ CV listing his education, experience, awards and honors
  • A two-page questionnaire to be filled out in preparation for your appointment, about your practice and your tax and accounting needs

Every page includes links to Mr. Jones’ web site. There you find additional information, articles, blog posts, white papers, and back issues of his newsletter. There is also a link to subscribe to his ezine via email and links to connect with him on social media. You follow several links and see he is connected to many attorneys, including many whose names you recognize.

The next day, you get an email from Mr. Jones himself. He says he’s looking forward to meeting you the following week, encourages you to fill out the questionnaire, and says he has already visited your web site to get some preliminary information about your practice.

Mr. Jones invites you to send him additional information about your practice that you would like him to see, and any questions you would like him to address.

The next day, in the postal mail, a hand written note arrives, signed by Mr. Jones. It says, simply, “I’m looking forward to meeting you next Wednesday.”

Over the next few days, you get two more emails from Mr. Jones.

The first is an article written by one of his other clients, a lawyer who practices in the same field as you. The email says something nice about this lawyer and Mr. Jones says he thought you might like to read the article, that a lot of his clients have found it helpful.

The second email contains a checklist Mr. Jones gives to all of his clients and a report that shows how to use it to save time and better prepare for tax time. The email invites you to contact Mr. Jones if you have any questions. The email is signed “Bob”.

Next week rolls around and two days before your appointment, you get an email reminding you of the appointment and asking you to either send your questionnaire in advance or to bring it with you.

The next day, the day before the appointment, Mr. Jones’ assistant calls you with a courtesy reminder. She asks if you have any questions, reminds you that they have free parking, and says she and Mr. Jones are looking forward to seeing you.

You haven’t even met Mr. Jones but you already know: he’s the one. You will probably meet with the others, just to be sure, but unless Mr. Jones has two heads and a forked tongue (and maybe even if does), he will be your new accountant.

What can be learned about this experience?

  • Mr. Jones used a “shock and awe” campaign to overwhelm you with reasons for choosing him over any other accountant. Even if you never read the documents he sent you, you are impressed by his diligence and thoughtfulness and convinced he has the requisite experience.
  • The personal touches he adds to the process made you feel good about him. He treats you like a client before you became one. He shows you respect, like you are a valued individual, not a name on a file folder.
  • He provides social proof (articles, testimonials, endorsements) of his experience with and commitment to attorneys as a niche market for his practice. He makes you believe he understands what you do. He shows you that he has helped others like you, suggesting that he can do the same for you.
  • He uses content (articles, blog posts, etc.) to do the heavy lifting. It proves he is good at what he did, without him having to say so himself.
  • It doesn’t take a lot of time to do what he does because almost everything is written in advance and he and his staff obviously use a checklist to manage most of the process.
  • He doesn’t do anything you couldn’t do. You may not have all of the documents he has, but you can start with what you do have and add more later.

I’m sure you can imagine what Mr. Jones will do when you arrive at his office, during the appointment, and after the appointment. Marketing is actually very simple: Treat people like you would like to be treated.

Take some time to outline the process for communicating with a prospective client for your practice. What can you do to show them what they need to see and hear so that they fall in love with you?

Done right, they will “know, like, and trust” you before they even meet you. You won’t just be the best choice, you’ll be the only choice.

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Filed Under: Client relations, Closing the sale, Communication, Law office management, Marketing legal services, Marketing Plan, Social media, Specializing Tagged With: , , , , , , , , , , , , , , , , , , ,

How to get fence sitters to pull the trigger

May 1, 2012 by
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Yesterday, I talked about using a special offer to get prospects on your list to hire you instead of another attorney. But what if they’re not ready to hire an attorney? How can you persuade them to do so?

Send them to school.

In your blog posts, newsletter, seminars, and private conversations, you must educate people about why they need an attorney, and why it should be you.

If they don’t know they have a problem, they’re certainly not going to do anything to resolve it. If they aren’t aware of the seriousness of the problem and the potential consequences, they still may not do anything. And if they don’t know the options that are available, they may think they don’t have any.

Your job is to continually make them aware of these problems and your solutions. But you can’t simply tell them, you have to show them, by telling them stories

My eighth grade history teacher made history come alive by telling stories about the people who lived it. Hearing about George Washington’s life, his struggles and victories, we not only learned about that period in our nation’s history, we were affected by it. We not only understood what it was like, we felt it.

If your prospects don’t feel something, if you simply deliver a steady stream of facts, they will eventually tune out. The facts are boring. Talk about people.

Pepper your messages with stories about people who are similar to your prospects. Give them a face and a name if possible. Describe their background. Talk about their problem and the pain it caused them. Or about the opportunity you helped them take advantage of. And then, talk about how this relief from pain or pleasure from gain. . . made them FEEL.

Because if you want your reader to do something (i.e., hire you), you have to transfer to them the feelings of other people who were in the same boat.

If you are allowed to use testimonials, do so. But a well told story can achieve almost the same effect.

But wait. You’re not done. In addition to stories of relief from pain or achievement of gain, you need to tell stories about people who didn’t take action, or took the wrong action. They did nothing, and lost. Or they delayed and missed out. Or they hired the wrong lawyer and wound up worse than when they started.

Success stories and tales of disaster. You need both.

And yet they still may do nothing. Why? Because. . . they don’t want to.

In “The Seven Reasons Prospective Clients Don’t Hire an Attorney,” I said that of all the reasons people don’t hire an attorney the most difficult to overcome (and the most frustrating) is, “No Want.”

If they don’t want it, they don’t want it. Why is that? I really don’t know. And as the late Jim Rohn used to say, “I wouldn’t enroll in that class.”

Keep them on your list. Continue to educate them. Keep telling them stories. One day, they may see the light. Maybe when someone they know encounters the very issue you’ve been warning them about. It’s like people who won’t do any exercise or quit smoking until their brother or best friend drops dead of a heart attack. That’s a story they can’t ignore.

In the mean time, don’t worry about it. Focus on the “easy to get” clients.

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Filed Under: Closing the sale, Communication, Copywriting, Marketing legal services, Writing Tagged With: ,

How to get more clients to choose YOU as their attorney

April 30, 2012 by
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You have a list of prospects, don’t you? These are people who get your newsletter or ezine, who read your blog, or with whom you otherwise communicate on a regular basis.

Some will hire you. You don’t have to say or do anything special. When they are ready, they will call.

Others will never hire you. No matter what you say or do. It doesn’t matter why they won’t hire you, that’s just the way it is. They can help you in other ways: referrals, traffic to your web site, Likes and follows.

Then there are the “maybes”. They may hire you, they may not. The fence sitters represent the biggest potential for you. What you say and do can influence them to get off the fence.

How do you get more people off the fence and dialing your number?

One way is to make an offer. Something that compels them to act.

One of my subscribers sent me the ezine he sends to his list. In it is an offer he makes to the “new clients” who lurk on his list. His offer: “Mention this newsletter and we will credit one hour of billable time against your first monthly invoice.”

Simple. You have to become a new client to take advantage of the offer. From the attorney’s perspective, it’s certainly worth one hour of credit to get someone to become a first time client.

Is he giving away that one hour credit to people on the list who would hire him anyway? Yes. But it doesn’t matter. It’s small potatoes. He earns much more by getting the fence sitters as new clients.

But let’s be honest, a one hour credit is only mildly enticing to someone who might have to pony up $10,000 or $20,000 to hire you. It’s not going to get someone who isn’t ready to hire an attorney off the fence. What it might do is get someone who is ready to hire an attorney to choose you instead of any other attorney.

You must assume that yours isn’t the only newsletter your prospect reads. If you’re the only one offering a one hour credit to new clients, however, when the fence sitter is ready to hire someone, it could tip the balance in your favor.

For prospects who aren’t ready to hire an attorney, you will have to do more than offer a one hour credit. How do you convince someone who isn’t ready? I’ll cover that tomorrow.

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Filed Under: Blogging, Closing the sale, Copywriting, Email, Marketing legal services, Newsletters Tagged With: , , , , , , , , , , , , , , , , , , ,

Seth Godin is a stupidhead

April 27, 2012 by
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Okay, not really. He’s actually quite brilliant, as his best-selling books and large blog following attest. And I agree with him most of the time. But about a week ago, he said:

The easiest customers to get are almost never the best ones.

If you’re considering word of mouth, stability and lifetime value, it’s almost always true that the easier it is to get someone’s attention, the less it’s worth.

Let’s think about this, shall we. . .

HARD TO GET CLIENTS

  • Make you sell them on why they need legal services and why they should hire you instead of any other attorney
  • Shop around, interview you, take forever to decide
  • Are skeptical and question everything; trust is paper thin
  • Bargain over fees (and question your bills)

EASY TO GET CLIENTS

  • Are ready to sign up, pay your retainer, and follow your advice

I’ll take the easy clients, thank you.

Easy to get clients usually come through referrals. They trust the party who refers them, who trusts you and can attest to your trustworthiness and value. Easy to get clients might also be frequent readers of your blog or newsletter. They may have heard you speak or met you through networking. They might be friends or followers on social media.

Easy to get clients are easy to get because they know, like, and trust you. When they need (and want) your services, they’re pretty much ready to go.

It’s true that hard to get clients can turn out to be some of your most loyal clients and ardent fans. They have examined you with a fine tooth comb and found you worthy. Having passed inspection, you get their business and their referrals. But this doesn’t necessarily make them better clients or worth more to you than their easy going counterparts.

And then there are those who are neither hard to get nor easy to get. They are the folks who saw your ad or found you through search. They require a bit more effort before they will hire you but that hardly makes them “hard to get” or less valuable as clients.

I think Seth may be referring to those big clients who have lots of firms competing for their business. These clients know they are valuable and take advantage of that. They demand, and get, the lowest fees and the most concessions. They cut into your margins and make you miserable trying to keep them happy.

You can have them. I’ll take the easy clients, thank you.

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Filed Under: Attorneys fees, Closing the sale, Marketing legal services Tagged With: , ,

Three ways to get clients to hire you NOW

January 27, 2012 by
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I just spoke to an attorney who sent his list an article about the importance of getting their Will prepared. He later spoke to some of them and they said they enjoyed the article and acknowledged that they needed to get their Will prepared or updated. When he asked them to book an appointment, they made excuses.

Sound familiar?

How do you get someone who acknowledges his or her need for your services to stop procrastinating and make the appointment?

Here are three techniques you can use:

  1. Tell stories. Facts tell but stories sell. In your writing and on the phone, make sure you illustrate your points with stories of people who followed your advice (e.g., to get their Will prepared) and especially with stories about those who didn’t. Let people know the consequences of inaction or procrastination by hearing about people who waited.
  2. Use a deadline. If you are offering some kind of special offer–a bonus, freebie, or discount, for example–put a deadline on it: “To get this bonus, you must book your appointment by. . .”. Fear of loss is a powerful motivator. You’ll find people hiring you who might otherwise procrastinate because they don’t want to lose the special offer.
  3. Push ’em. If the benefits of the service being offered are truly in their best interests to have, you’re not doing them any favors by letting them wait. In fact, as a compassionate advisor, it is your responsibility to urge them to act. So use your authority, credibility, and persuasiveness to get them to “take care of this right now”.

These three techniques will get more people to book an appointment. One additional technique, “alternative choice,” will get even more. Give them two options to choose from, either of which moves them forward. “So, can you come in this week or would next week be better?” Tuesday or Wednesday? 10 or 4?

Change the decision from “yes or no” to “today or tomorrow”.

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Filed Under: Closing the sale, Marketing legal services, Salesmanship Tagged With: , , , , , , , , , , , , , , , , , , ,

Dear Attorney: Why should I hire you?

December 27, 2011 by
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why should i choose you instead of any other attorneyAs you think about the end of this year and the start of a new one, there’s something you should spend some time contemplating: Why should a prospective client choose you instead of any other attorney?

After all, they could choose from a long list of other attorneys. In some cases, if their needs are simple enough (or they think they are) they can also choose a paralegal or other non-attorney. In any case, not you.

So why choose you?

It’s an important question, don’t you think? Spend some time thinking about this and crafting your answer so that if someone asks, you can confidently answer in a way that inspires them to take the next step in your direction.

A good place to start is by using your imagination. Pretend a prospect is sitting in your office, across the desk from you, pen and paper in hand. You’ve discussed their issue with them, answered their questions, and shown them their options. Then, they pop the question: Why should I hire you instead of any other lawyer?

What would you say?

Write down everything you can think of. No doubt you’ll mention your track record, results you’ve obtained for other clients, and your accolades and awards. You’ll talk about your firm’s resources and capabilities. You’ll say things like “dedication” and “hard word” and “caring”. And all of this is good. But it’s not enough.

For one thing, nobody really cares that you are the biggest, oldest, or most successful. It’s not meaningless, but it’s not that important because it’s all about you. Your prospects want to know what’s in it for them.

In addition, those other lawyers are saying something very similar.

So dig deeper. What makes you different? Why are you the better choice? What co your clients get they don’t get from any other lawyer?

These aren’t easy questions to answer. You may not have a good answer, or any answer, and that’s okay right now. At least you’re thinking about this and if you continue to think about it, eventually you will start doing things that will provide you with a great answer.

Your prospects may never ask you this question. They may never even think it. And, in truth, most will make their decision based on how you make them feel when they speak to you, not on any quantifiable measure of your superiority. But don’t get complacent.

In the end, the attorney who delivers the highest standards of service and benefits to his or her clients is the attorney who will attract more of them. Even if nobody asks.

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Filed Under: Client relations, Closing the sale, Communication, Marketing legal services, Salesmanship Tagged With: , , , , , , , , , , , , , , , , , , ,

The one competitor no attorney can afford to ignore

November 2, 2011 by
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competition for legal servicesMarketing legal services can be cut throat. And yet I often write that while attorneys should keep an eye on their competition, they should not fear them. Competition makes us better lawyers. It educates and expands the market for our services. And it provides us with a way to convince prospects to choose us by showing them how we are different or better.

But there is one competitor that no attorney can afford to ignore.

This competitor is stealthy. If you aren’t careful, he will steal clients from under your nose and you will never know it. There is no competition more powerful, or more deadly than this one, and you need to be prepared.

Who is he? He goes by several names: apathy, indecision, and fear.

Your biggest competition isn’t the other attorneys in your market. Your prospects have another option, as Seth Godin reminds us: the option of doing nothing.

You may do a good job of showing prospects why they should choose you instead of any other attorney, but you must first show them why they need to hire any attorney. If they don’t see the need or their fears preclude them from making a decision, you’ve lost the client, just as surely as you would had he hired the guy down the street.

The good news is that you can defeat this competitor. Make sure your prospects understand the risks of doing nothing and the benefits for making the right decision. Tell them the facts and share the stories.

Once they know why they need to hire an attorney and are persuaded to do so, then show them why the attorney they hire should be you.

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Filed Under: Closing the sale, Handling objections, Marketing legal services, Salesmanship Tagged With: , , , , , , , , , , , , , , , , , , ,

The Seven Reasons Prospective Clients Don’t Hire an Attorney

October 28, 2011 by
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why clients don't hire attorneys lawyersIf prospective clients don’t hire you, there are only seven reasons:

  1. No need: They don’t need (or see the need for) what you offer.
  2. No want: They know they need it but they don’t want it.
  3. No trust: They don’t believe you can and will deliver (at all, when promised, or sufficient quality).
  4. No like: They just don’t like you: your attitude, how you answered their questions, “bad chemistry”.
  5. No urgency: They need and want it but “not now”. It’s not yet painful enough.
  6. No authority: They want to hire you but they need someone else’s permission (and can’t get it).
  7. No money: They want to hire you but they can’t afford it.

Any one of these reasons can knock you out of contention. But one of these reasons presents a bigger challenge for many attorneys than the other reasons, not because it is insurmountable (it isn’t) but because it creates so much frustration and wasted time.

Can you guess which one? Go ahead and read the list again. Give it some thought. I’ll be here when you get back. . .

Okay, what do you think?

It’s number two, “no want”.

If they don’t want it, they don’t want it. Fighting this will only frustrate you and alienate the client. He may have wanted it next year but because you pushed him, he will probably hire someone else.

This issue has confounded more sales people than any other issue in the history of sales. A customer doesn’t want the product but the salesman has been taught that it’s not a “no” until he’s heard it seven times and he should use the 37 scripted techniques he’s been taught for overcoming objections to convince the prospect to say yes.

Uck.

Oh they may get the sale. But the time and energy they spend in doing so is usually better spent finding someone else, someone who may have some questions or issues to resolve but otherwise WANTS what is being offered.

It’s no different with legal services.

Notwithstanding studies that prove that most sales take place after the fifth or seventh or twenty-seventh “no,” smart sales people and attorneys believe the prospect when he says he doesn’t want it.

You can overcome the objection. You can convince someone who doesn’t want what you offer to hire you anyway. It happens every day. Crafty sales techniques, fear and intimidation, and outright lies are used to get prospects to sign. The sales person or attorney rationalizes this by saying to themselves, “the prospect didn’t want the service, but they really did need it; all I did was help him to do what is in their best interests.”

But you don’t want these kinds of clients. You want clients who are thrilled they found you, relieved that you can help them achieve something they desperately desire.

You want the low hanging fruit.

I’m not saying you roll over and play dead. When a prospect hesitates, you must make sure he understands enough about his situation, the risks he faces, and the benefits he can get by hiring you. You must inform him. But if it’s a no, it’s a no. Move on.

What if nobody wants what you’re offering? What if you’re offering your services the right way, to the right people, and nobody’s buying? If the demand isn’t there for your services, you must also move on.

Just because you’re really good at (put your skill here) doesn’t mean the market wants it. If the demand isn’t there, you need to find out what the market does want and offer that.

Times change, people change, wants change. Yesterday, people wanted to protect what they owned. Today, they’re trying to replace what they owned and lost. Tomorrow, they may be looking for a place to live.

If business has been off for you, it might be because you haven’t been listening to your prospects and to the market. It’s time to do that.

Think of it this way, you can either create demand or you can satisfy demand that already exist. Guess which one is easier and more profitable?

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Filed Under: Closing the sale, Marketing legal services, Salesmanship Tagged With: , , , , , , , , , , , , , , , , , , ,

How to close a client–more ways to get them to ‘yes’

October 17, 2007 by
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I learned a lot about marketing legal services by studying sales and marketing in other fields. Apparently, Susan Cartier Liebel has, too. Her post, “How to close a client,” suggests that lawyers use a thought process similar to what a sales person would use to help clients move forward to a “yes”. I agree. In fact, I think every lawyer should read books on sales and salesmanship. “How to Master the Art of Selling,” by Tom Hopkins is a great place to start.

I wrote about overcoming objections and closing in my article, ‘What to say when the client says, “I want to think about it.” When it’s time to ask the client to sign on the dotted line, most lawyers don’t want to sound pushy or overly aggressive. But at decision making time, many clients do hesitate, even if they have no good reason for doing so. But if hiring you is in their best interests (it is, isn’t it?), then I think you have an ethical duty to help them make that decision. You don’t want to push, but you could give them a little nudge.

Here are a few easy ways to do that:

SOFT CLOSE:

“It makes sense to me. What do you think?”

“What part of this makes the most sense to you?”

ALTERNATIVE CHOICE:

“Would you like to get the trust AND the LLC done today or just the trust?”

“Would Tuesday or Thursday be better for you?”

“How would you like to take care of this, check or credit card?”

ASSUMPTIVE CLOSE:

“Go ahead and put your name here and I’ll get started on this immediately.”

“Where do you want me to send your copies of the documents we file in your case?”

“I have everything I need; how soon would like us to get started working on this?”

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Filed Under: Closing the sale, Salesmanship Tagged With: , , , , , , , , , , , , , , , , , ,
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