The Fortune is in the Follow-up

April 21, 2014 by
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One of the most important aspects of marketing any business or professional practice is follow-up. For many, it’s also one of the most challenging.

Because they must, most attorneys have a process for communicating with existing clients. This process is driven by the demands of the case or legal matter. Copies are mailed, calls are made to discuss strategy, progress reports are sent on a pre-determined schedule. Once the case is settled or the matter is completed, however, follow-up is often done haphazardly and too often, not at all.

And then there’s everyone else.

  • Prospective clients
  • Former clients
  • Referral sources/professional contacts/”friends of the firm”
  • Prospective referral sources
  • Bloggers/editors/publishers
  • Meeting planners
  • Etc.

Each category has a different purpose. Following-up with former clients, for example, can lead to repeat business, updates, referrals, traffic to your website or sign-ups for your event. Following-up with bloggers can lead to guest posts, interviews, and links to your web content. Following-up with prospective clients can lead to new cases or engagements but can also lead to referrals.

Within each category are individuals who are further along in their relationship with you and thus more likely to respond to your contact. There are also individuals who have more potential than others, e.g., a prospective referral source who is well known in your target market, a prospective client who could bring you a lot of business, etc.

I’m sure you appreciate the value of following-up with these people. You know that former clients are your best source of new business (repeat, referrals). You know that staying in touch with prospective clients is good for business.

But how do you manage everything?

You start by creating lists. There are many software solutions for doing that. Pick one. Import your existing database or create new lists manually. It is time well spent.

Add a code or tag or field to each contact in your database so you can sort your lists by type and date range and other criteria. For example, you should be able to do a sort and find a list of former clients with whom you haven’t spoken OR emailed in more than 90 days.

Now what?

You’re almost there. The hard part is done. Now, you just need a plan for staying in touch with everyone. There are three parts to the plan:

  1. Schedule. How often will you contact them?
  2. Media. Will you use email, phone, regular mail, or social media?
  3. Content. For example will you send them personal emails, a general newsletter, or both?

You’ll probably find it easier to start with one category. Create a plan for following-up with former clients, for example. Once that’s done, you can consider other categories.

Once you have things set up, flag key individuals for customized follow-ups. You’ll want to call certain people more often, for example, or call some people but only send email to others.

This may seem a daunting task but if you take it step by step, you can do it. Once you have, you’ll be glad you did.

Marketing is easy, when you know The Formula

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Filed Under: Client loyalty, Communication, Law office management, Marketing Plan, Referral sources, Referrals Tagged With: ,

How to stop procrastinating

April 2, 2014 by
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I don’t believe all procrastination is bad.

Sometimes, procrastination is our subconscious mind telling us that what we are resisting is not in our best interests. Without procrastination, we might rush into projects that waste time or money and distract us from our most important objectives. Procrastination is a buffer that allows us to examine our plans, make sure that they are appropriate and that we are ready to move forward.

And yet we all have projects we know we need to do, and often want to do, but still procrastinate. Many books have been written about how to stop procrastinating. One of the best strategies, and also the simplest, is to just get started.

Do something related to the project and you will have begun. And beginning is the most important part.

What have you been procrastinating about in connection with marketing? Something you know you should do but haven’t done?

Updating your website? That’s a good one. Okay, let’s see if we can get you started.

Procrastination is often a sign that we need more information. Start by making a list of things you need to look into. You might set up an electronic file and use that for your notes, ideas, resources, and links.

Write down some ideas. Make a note to do some searches on keywords like “self-hosted wordpress,” “wordpress themes,” “email autoresponders,” and content marketing. Save the links to your file. Here is a list of resources I recommend to add to your list.

Also, when you see a website that has features you know you need, or a layout you like, add the link to your notes.

Hey, you’ve started this project! You may have a long way to go, but you are closer now than you were before.

Let’s do another.

You’ve been thinking about finding and joining a new networking group. Let me help you get started:

  • Write down the names of people you know who are good networkers; make a note to ask them for advice
  • Search online for groups in your local market that might be appropriate, in two categories: (general networking groups (chamber of commerce, Rotary, BNI), and groups that cater to your target market (industry, trade groups, etc.)
  • Do a search for “how to choose a networking group” and get some tips for your notes
  • Visit the websites of candidate groups and get information about when they meet, what kind of members they have, and who can join
  • Narrow your list to five candidates and put their meeting days on your calendar

There. You’ve started.

One more? How about a project to increase referrals.

  • Schedule a Saturday this month to update your database or contact management system; make sure everyone you know is in it; if you have to manually go through closed files, schedule time for that
  • Add a field or tag so you can identify contacts (client, former client, prospects, professional contacts, and other)
  • Write a few lines for the first draft of a “touching base” email you can send to your contacts

Yep, you started that project, too.

You can do this for any project you have been putting off. Do anything related to that project, even if it’s just opening a file and jotting down some notes. Once you have started, you are on your way.

Next, choose some aspect of one of these projects and “start” on that. Take some action that moves you forward.

They say the hardest part of going to the gym is going to the gym. Once you’re at the gym, the rest is (relatively) easy.

For help with your website, get this

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Filed Under: Inspiration, Marketing legal services, Marketing Plan, Personal development Tagged With: ,

Building a law practice is like growing a Chinese Bamboo tree

March 17, 2014 by
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I mentioned to my wife that the recently planted tree in our yard didn’t seem to be growing much. She reminded me that it would first build its root structure before it grew above ground.

Of course. Roots before branches.

What a perfect metaphor for building a law practice. Before you grow branches or reaching out methods, make sure you have a strong foundation.

Before you attract prospective clients, make sure you are ready to do a good job for them and leverage their experience with you to generate referrals, website traffic, and positive word of mouth.

The roots of a successful law practice include your core competencies, your operating systems, and a commitment to delivering exceptional service. If your roots aren’t strong, networking, advertising, and content marketing may bring prospective clients to your door, but you may not sign them up. You may be able to do the work but if you aren’t prepared to surprise and delight the client, he may not be back.

Before you do any external marketing, you should know how you will ask clients for referrals. What will you say? When will you say it? What collateral material will you provide to make it easier to provide those referrals?

Before you connect with anyone on social media or at a networking event, you should be ready to respond when they ask for information about what you do and how you can help them. Make sure your website is filled with information and success stories that demonstrate your expertise and knowledge.

Before you sign up your next client, make sure you have a new client kit, thank you letter, and a system for sending out timely bills.

I am told that the Chinese Bamboo tree shows no visible signs of growth for four years after it is planted. All of the growth is underground. Then, in the fifth year, it breaks through the surface and in the next six weeks it grows to a height of 80 feet.

My law school torts professor told us it would take five years to build a successful practice from scratch. I didn’t want to believe him, but he was right. Today, because of the Internet, you can do it a bit quicker. But you still must have a solid root structure before you do anything else.

The 30 Day Referral Blitz shows you how to quickly get referrals. Click here for details.

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Filed Under: Law office management, Legal industry, Marketing legal services, Marketing Plan

7-minute attorney marketing workout

March 14, 2014 by
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Have you seen those 7-minute workout apps? You set them up with your workout schedule, the app reminds you what to do and when, and as you do your workouts, you record it in the app. It’s like having a workout coach in your pocket.

If you miss a day, it shows. Some apps nag you about it. You are motivated to keep up your workouts and not “break the chain” and so, even with just a few minutes a day, you get in shape.

What if you had something like this to track your marketing? Do you think you would get more marketing done on a regular basis? Do you think it would be easier to develop the marketing habit?

I think so, too.

And trust me, doing something every day, even for a few minutes, is easier than trying to book an hour or two once a week.

I don’t think there are any attorney marketing apps, but you could accomplish something similar with just about any calendar or reminder app. You need a list of activities (exercises), and a schedule. Set up recurring tasks or appointments, with reminders.

You might also want to have someone in your office, or a workout partner, hold you accountable. At the end of the day, they ask you if you did your workout. If you do this with a workout partner, you do the same for them.

I suggest 15 minutes per day, five days a week, but if you can only do 7-minutes, do that. Consistently is more important than quantity.

You can do a lot in a few minutes. You can make calls, write, work on your website, read and take notes, learn a new software program, or share ideas with your workout partner. You can plan a new seminar or webinar, outline a report, or work on a speech. You can research new networking groups, write and post blurbs on social media, or add new contacts on LinkedIn.

A few minutes a day and you can get your practice in shape. Without breaking a sweat.

Want ideas for marketing online? Get this.

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Filed Under: Marketing legal services, Marketing Plan, Personal development, Productivity

Using sales funnels in your law firm marketing plan

March 13, 2014 by
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When you create your law firm marketing plan, I strongly suggest you consider using sales funnels.

A sales funnel simply means that on the front end of the sales process (the narrow part of the funnel), you offer something inexpensive (relative to everything else you offer) or free. The idea is to get as many people as possible buying something on the front end, to get them into your funnel, where they will be offered progressively more expensive products or services.

On the front end, you can offer products, services, or both. So, your front end offer might be a free report or a free consultation. It might be a $5 or $10 ebook or a $99 document tune-up. Once they have purchased something, or availed themselves of your free offer, you have their contact information and tacit permission to contact them with additional offers.

A sales funnel is useful because it helps you to identify prospects (leads) and build a list of prospective clients. You then invest time and money marketing to these higher probability clients.

A sales funnel also works because someone who buys something from you, however inexpensive, is more likely to buy something else. When they buy two products or services from you, the odds that they will buy a third go up exponentially. And, clients who buy more than one service or product are also more likely to buy your more expensive services. Their lower priced “purchases” help build trust in you and help them to see the need for additional work.

Studies in the banking industry prove that if you have multiple accounts with a bank, the odds of you staying with that bank increase dramatically. It works the same way with legal clients.

You can have multiple sales funnels bringing in clients from many directions. One of your funnels might start with advertising a free report to build your list. Another funnel might start with offering your basic package (e.g., estate planning, corporate formation, etc.), followed by offers for more expensive services.

You can also work with other professionals to create packages that both of you can offer on the front end. For example, an estate planning attorney and financial planner could offer packages that include information, consultations, and/or actual paid (or free) services, to get prospective clients into your sales funnels.

Sales funnels all come down to two things: giving prospective clients a sample of your work or your expertise, and building your list. Make sure you use them in your law firm marketing plan.

For more on creating a law firm marketing plan, see The Attorney Marketing Formula

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Filed Under: Marketing legal services, Marketing Plan Tagged With:

Attorney marketing plan: time vs. money

February 20, 2014 by
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I talked to an attorney yesterday who wanted to drive more traffic to his website. A plan to get more traffic to your website, like any attorney marketing plan, comes down to a choice between time and money.

Here is a list of the more common (and acceptable) marketing options for attorneys who want to get more traffic:

MONEY

  • Advertising (PPC, display, offline, direct mail, radio, etc.)
  • Hire a PR firm to get you coverage, interviews
  • Self-hosted seminars
  • Hire people to ghost write content or assist you in writing content

TIME

  • Writing a blog
  • Guest posts and comments on other people’s blogs
  • Writing articles for article directories, offline publications
  • Webinars/teleconferences
  • Public speaking, seminars
  • Write reports, ebooks, articles, audios, courses
  • Build an email list
  • Staying in touch with former clients
  • Social media networking
  • Youtube videos
  • Networking
  • Marketing joint ventures
  • Podcasts/webcasts/hangouts/interviewing experts
  • Interviews, panel discussions

Most attorneys can’t or don’t want to advertise. Or, they don’t have a big enough budget to compete with some of the bigger advertisers.

The problem is, most attorneys have even less time than money. At least that’s what they tell themselves. They could invest more time in marketing. They often don’t because (a) they don’t know how and/or (b) they don’t think they’ll see a return on their investment.

What if I could prove that one hour invested in marketing (the right way) would bring a three-fold return? In other words, if you’re time is worth $300 an hour, and I proved to you that investing one hour in writing a blog post would bring you $900 in revenue, would you invest that hour?

Of course you would. Yo mama didn’t raise no fool.

But here’s the thing. That blog post might bring you a three-fold return this month, and then again next month. And every month. There will always be new people searching for your content and your solutions.

No guarantees, of course. Your results may vary.

My point is that many time-oriented marketing activities have a long tail, whereas advertising generally doesn’t.

Your website content can bring you traffic and new clients for months or years to come. Networking and building relationships with new referral sources and joint venture partners can do the same. Building lists and staying in touch with people can provide you with a long term source of new business.

When you look at it this way, instead of worrying about how much time marketing is “costing” you, you’ll realize that every hour you AREN’T marketing is costing you.

As Wayne Dyer puts it, “When you change the way you look at things, the things you look at change.”

If you want more traffic to your website, get my Internet marketing course for attorneys

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Filed Under: Advertising, Blogging, Marketing legal services, Marketing Plan, Online Marketing, Time Management, Web traffic, Writing Tagged With:

How to get maximum bang for your marketing buck

February 11, 2014 by
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I talk a lot about the value of doing a few minutes of marketing activity every day rather than several hours once in awhile. I do that because if you’re like me (and I know you are), if you don’t do something every day you probably won’t do it at all.

(I find it easier to write a daily blog post than the monthly print newsletter I used to write because my daily scribblings are now part of my regular routine.)

But if you want to get maximum returns for your marketing efforts, think in terms of marketing campaigns.

Here’s what I mean.

Instead of writing a blog post this week, doing a speaking engagement next week, and a video the week after that, do it all in the same week. Don’t run one ad per month over the next year, run 12 spots this week. Instead of setting up a table at a networking event (if that’s something you are inclined to do), do the table, run an ad in the newsletter, get yourself booked to speak, and invite three centers of influence who belong to that group to lunch–in the same week.

Pile up the activity in a short period of time. And use one thing (e.g., your ad) to promote another (e.g., your talk).

In this way, prospective clients and referral sources will see and hear you “everywhere”. You will appear to be more prominent and in demand. More people will notice you, remember you, and want to associate with you.

If I told you that this week I’ll be the guest on three different podcasts and have two articles and a new book coming out, even if you don’t hear the podcasts or see the articles or book, I will have made an impression on you. You’re thinking, “he’s busy, he’s in demand, I should probably listen to him.” I would not have made that impression if that activity were spaced out over the next year.

But here’s the thing. With a whirlwind week like that, I might not do much else for several months and you won’t notice. The impression that I’m busy will remain.

Do something every day that could be called marketing. Release it to the world in waves.

Have you done a 30 Day Referral Blitz? 

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Filed Under: Image, Marketing legal services, Marketing Plan Tagged With: ,

Imagine there’s no clients

January 28, 2014 by
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Imagine there’s no clients. It’s easy if you try. Yes, I have the Beatles on my mind.

But I really do want you to imagine that you have no clients. (Don’t panic. You’ll get them back in a minute. If you want to. . .).

I want you to think about what you would do if you were starting your practice today. Knowing what you know now, what would you do differently?

Would you choose a different practice area? Would you target different clients? Would you have partners? Employees?

Where would you office? Would you use a different billing system?

What would you do to bring in new clients? What would you NOT do?

You may want to partner up with another lawyer or a friend and do this exercise. Tell each other what you would change about your practice, knowing what you know now.

So, what do you think? What would you do differently if you were starting over?

Here’s the thing. Whatever it is you said, no matter how weird or frightening it might seem, you should do it now. Make those changes, or at least start in that direction.

You don’t have to turn your practice completely upside down or do anything reckless. You don’t have to tell all your clients to get lost. But you know things today you didn’t know before–about the market, about the day-to-day activities of a practicing lawyer, and about yourself–and you should use what you know.

In fact, knowing what you know now, taking it step by step, you could completely remake your practice in just a year or two. You could be in a completely different (and happier) place in less time than you spent in law school. If you start now.

What if you told yourself you wouldn’t go into private practice, you’d do something else? If imaging there’s no clients made you smile, don’t ignore the feeling. It may take a bit longer, but you should probably think about doing something else. Find something you would love to do and start working towards it. Three or four years from now, you could be there.

And, if you discovered that you wouldn’t change much of anything, that’s good, too. You’ve done a “level three diagnostic” and been cleared for your continuing mission.

Hellen Keller said, “Life is either a daring adventure or it is nothing.” I agree. You may say I’m a dreamer but I’m not the only one.

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Filed Under: Career satisfaction, Inspiration, Law office management, Marketing Plan, Personal development

Attorney marketing plan: 15 minutes a day or two hour a week?

January 21, 2014 by
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If you’ve been reading my blog for any length of time you’ve heard me repeatedly say that marketing doesn’t need to take a lot of time. “Just 15 minutes a day is all you need, just make sure you do it every day.”

Why every day?

  • So that it becomes a habit. Because if you instead block out two hours every Friday for marketing and you miss a week, you’ll fall behind and may have trouble getting back in the groove
  • Because doing something every day programs your subconscious mind to to find ideas when you’re doing other things
  • Because marketing should be an integral part of running your practice and something you enjoy doing, not a chore you have to force yourself to do once a week
  • Because the little things we do every day, a quick phone call or email, for example, are not only effective because they involve reaching out to people, they are also efficient, compared to big blocks of time which often involve a lot of waste
  • Because marketing ideas and opportunities present themselves daily, via people you meet, things you read, and ideas that pop into your mind, and if you don’t use them in the moment, they will pass you by

There are times when a big block of time for marketing can be useful, especially when you are working with a team. Planning and developing a new advertising or social media campaign or meeting with a web developer are examples. Of course some things like networking or delivering a seminar require a block of time.

You could also utilize blocks of time to get ahead of the marketing curve. With a little preparation, you could create a month’s worth of weekly blog posts in a single two hour writing session.

Investing 15 minutes a day (weekdays) for marketing is 5.5 hours a month, certainly not to much to ask of even the busiest attorney, especially considering the immense return on that investment. Could you add two more hours to that once a month for bigger projects? Do you need to?

How much time do you spend on marketing? Do you have a fixed schedule?

Need an attorney marketing plan? Get The Attorney Marketing Formula.

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Filed Under: Law office management, Marketing legal services, Marketing Plan, Productivity, Time Management

Marketing professional services: strategy vs. tactics

January 7, 2014 by
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Marketing professional services requires both strategies and tactics. A strategy is a process or plan. Tactics are specific actions for implementing that plan.

You may have several tactics you use to effect a given strategy. For example, your strategy may be to build your reputation in your community, target market, or among other lawyers. Your tactics may include doing charitable work, issuing press releases highlighting key victories, or teaching CLE classes.

Most attorneys employ similar strategies because we have similar objectives. We want to meet new prospective clients and referral sources, grow our lists, and generate more repeat business and referrals. Where we differ is in our tactics.

And that’s okay. You get to choose. You may like meeting people through social media while the next attorney prefers pressing the flesh. For most strategies, there are several tactics to choose from. You can do any or all.

If your strategy is to offer value to prospective clients so they (a) find you, (b) learn how you can help them, and (c) get to know, like, and trust you, there are many ways to accomplish this. You can conduct free seminars, offer a newsletter, put content on a blog, advertise a free report, create youtube videos, or engage with prospective clients via hangouts.

If your strategy is to meet and build relationships with centers of influence in your target market, your tactics may include general networking (e.g., Chamber of Commerce, Rotary Club, etc.), networking at niche-specific events, joint venture marketing, speaking at luncheons, or asking your existing professional contacts to introduce you to their counterparts.

If your strategy is to get more referrals from existing and former clients, tactics include educating them about your “ideal client,” making it easy to give referrals (e.g., outlining the process, providing a form), creating hand outs they can deliver to people they know, and endearing them to you by delivering more value and service than they expect.

If your strategy is to build your list of prospective clients, you can accomplish this through guest posts, keyword rich blog content, improved landing pages, and offering an incentive (i.e., a report) to encourage opt ins.

In my opinion, all of the above strategies are important, if not essential for building a professional practice. But there is enough variety in the tactics to allow each attorney to effect those strategies in a way that suits their practice and preferences.

In your planning, start with strategies. Decide what you want to accomplish. Then, choose from a menu of tactics. Infuse those tactics with your personal brand and style to create a plan of action that is both effective and well suited to you.

Once your plan is working, you can expand on the scope of your tactics (e.g., add more content to your site, find more places for networking), add additional tactics to your marketing mix, or both.

For a simple marketing plan that really works, get this. If you will be marketing online, get this.

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Filed Under: Marketing legal services, Marketing Plan Tagged With: , , , ,
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