Take inventory of your marketing to save time, save money, and improve results

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Taking inventory of your marketing can help you gain clarity about where you are and make it easier to get to where you want to go.

Here’s how to do it:

Pick a period of time in the past. Six or 12 months will do. Write down how many new clients you took in during that period, who they are, and the amount of income those clients have or will generate for you.

So far, so good.

Next, look at the names of each of those new clients and write down where they came from. You need to know whether they were referrals (including self-referrals, aka repeat clients), or they came from some other source.

You can break this down any way that makes sense for your practice, but I suggest something like the following:

  1. Referrals from clients (including self-referrals)
  2. Referrals from professionals, others; networking
  3. Online (Blogging, SEO, social media, webinars, articles, etc.)
  4. Paid advertising (PPC, direct mail, display, radio, directory, ezine, banners, self-hosted seminars, etc.; if you do a lot of adverting, you should break this up into different categories)
  5. Other (Public speaking, publicity, writing (i.e., trade pubs), etc.)

Okay, now you know where the business is coming from. What now?

Here are my thoughts on how you can use this information:

  • Most of your clients should come from referrals. If they don’t, ask yourself why and what you can do about it
  • If you’re not getting business from some of your marketing activities, or they are too expensive relative to the business they bring you, consider eliminating those activities.  For example, if blogging and social media take up a lot of your time but you’re not getting the clients from it, why do it? Use that time for something that is producing.
  • There will be some cross-over or ambiguities. For example, blogging may not be producing a lot of traffic, inquiries, and new clients for you but it still has value as authoritative content you can show to prospects who come to you via referrals, or to add value for your clients.
  • If something is working for you, do more of it. You can find more time for networking, for example, by reducing or eliminating some or all of the time you spend on (whatever is not working). If advertising in trade publications regularly brings in new clients, increase your media buys in trade publications.
  • Before you cut anything, consider the “back end”. For example, you may be breaking even on advertising (or even losing money) but if you are able to get referrals from the new clients that are produced by that advertising, you’re still earning a profit.
  • If you aren’t in the habit of recording where your clients come from, you need to start. Instruct whoever answers the phone to ask everyone, “Where did you hear about us?” and add a line to your new client intake form.
  • Track these numbers going forward so that you can periodically take inventory and see where you are.

A friend of mine says, “You have to inspect what you expect”. He also says, “You have to slow down to speed up.” Take his advice. Once or twice a year, shut off the phones and email and take inventory. It will help you save time, save money, and improve your results.

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The Attorney Marketing Center: Official Blog of Successful Attorneys Everywhere

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My wife saw a coupon this morning for a dry cleaner (seems to be a theme with me lately) that had just changed its name from “Luck Cleaners” to “Joy Cleaners”. Or something something like that.

What caught my attention was the statement, “Official Cleaner of [a well known clothing company]”.

I wondered how they had achieved that. “How does one become the official anything for a well known company?”

Were they doing the cleaning for the company and simply asked if they could advertise that they were the official cleaner? Or did they approach the company and offer to do their cleaning for free or at a big discount, in return for being able to say they were the official cleaner?

It doesn’t matter. What does matter is that a law firm could do the same thing.

If you have a business client who is well known in your niche market, ask them if you could mention the fact that yours is the official law firm for their company. Then, mention your official-ness everywhere. You will be providing social proof of the worthiness of your firm.

You could approach any well known company and offer them free legal services in return for an official designation. But what do you do if the better known companies already have lawyers they are happy with and they aren’t willing to switch, even to get free services from you?

Find a charity and see if they would like some free legal services.

It doesn’t matter how well known the charity’s name is. When your marketing messages say that your firm is the official law firm for the “Save the Platypus Foundation,” or whatever, people will notice. Your name will be associated with doing good work for a good cause.

The press will notice, because you will send out a media release and announce it.

Similar charities will notice because, well, they are similar.

And every company your charity does business with will notice, especially if your offer requires the charity to mention your firm in all of their mailings and advertising collateral.

You should also be able to get yourself invited to the charity’s dinners and fund raisers, hang a banner at the charity’s booth at their industry’s conventions, and network with their board of directors, major donors and supporters.

And because you are the “official law firm. . .,” you’ll be able to reach out to other professionals, business owners, politicians, and other influentials, to invite them as your guest to one of the charity’s events.

I don’t know how this will all play out for you, but I can tell you that this could bring you a lot of business. Even if you never mention that you are the “official law firm,” the contacts you will make and the paying clients that result, will more than pay for the services you donate.

Choose a charity you believe in, of course, something you would support regardless of personal gain. Get excited about their cause. And tell everyone to join you in supporting them.

You will have great Joy and great Luck. I’m not sure if your clothes will be any cleaner, however.

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How to make people like you–part 2

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Would you like to know how to make people like you? No, I’m not talking about cloning. (Sorry. And yes, I used the same joke in part 1 of this post. I just like that joke.) Being liked is important because clients prefer to hire lawyers they know, like, and trust. And no, “likable lawyer” is not an oxymoron. (Sorry. . . I can’t stop myself. . .).

Did you laugh when you read the previous paragraph? Maybe a snicker? If you did, there’s a good chance you like me a little more. Making people laugh is a great way to make them like you. If humor isn’t on your list of skills, try the next best thing: “a positive, happy outlook and perspective on life.” People like to be around happy people because everyone wants to be happy.

Another way to get people to like you is to find something you have in common. People tend to like people who are like them. When we meet someone for the first time, we ask questions to find out things about them, don’t we? We do that because we’re looking for commonalities.

Where did you go to school? Me too!

You know Joe Mantenegro? We used to be neighbors!

Your son plays soccer? Mine too!

When you find and acknowledge something you have in common, you have a bridge for moving forward. Tension dissipates, the conversation continues, and you tend to like each other because you share a common experience or interest.

I was getting my hair cut yesterday. Some of the men (and boys) were talking about sports. Okay, they were all talking about sports because that’s what you talk about in a barber shop. It’s what guys talk about, right? Because it’s a shared interest and because guys aren’t going to talk about weddings or graduations, thank you.

When you meet someone new, ask questions to find out what they do, where they are from, and what they are interested in. You can use this acronym as a reminder: F.O.R.M.: Family, Occupation, Recreation, Motivation. One of these will undoubtedly lead to something you have in common.

If not, you can always ask, “How about those Kings?”

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I wish I knew this before I opened my law practice

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In high school and college I did some entry level work during the summers. I was a stock clerk at a department store, delivered flowers, that sort of thing. In law school, I worked as a law clerk.

By the time I graduated law school, the sum total of my work experience was. . . nothing to write home about.

I opened my own law office about a year after graduating and passing the bar exam. I had very little experience as a lawyer, no clients, and no money. Most importantly, my network of contacts was almost non-existent.

As you can imagine, my first few years of practice were very difficult. If I had known what it would take to start a practice and make a go of it, I might have done things differently.

Yes, I knew it would be rough. But I naively thought I would make up for what I lacked with hard work and determination. Like Mary Richards, Mary Tyler Moore’s character on the 1970’s TV show, I had spunk.

Unfortunately, spunk doesn’t buy groceries.

Anyway, things would undoubtedly have been different if I’d had a network of contacts before I opened my office. When you have relationships with the right people, you can leverage those relationships to get clients, leads, introductions, and advice. You can hit the ground running in a new practice. You’re not starting completely from scratch when you can tap into other people’s established networks.

The lesson is this: build your network before you need it. Or as Harvey MacKay puts it, “Dig Your Well Before You’re Thirsty.”

It’s more difficult to build a network when you need it. “Hello, I’d like to introduce myself and ask you if you can send me some business.” And yet, it can be done. If you approach them the right way, and you approach enough of them, strangers will help you. But it’s much easier to get that help from people who already know, like, and trust you.

If you’re thinking about opening your own practice, build your network before you make the move. You don’t need a huge network–a few well-connected individuals is all you need to start. They can lead you to others.

First, identify by category the types of people you would like to know. Then, look for ways to find and meet people in those categories.

If you have already opened your own practice, it’s never too late to start building your network.

The best day to plant a tree is 100 years ago. The second best day is today.

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Networking 101: Two simple ways to start a conversation

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So there you are at your bar association or chamber of commerce mixer. Lots of people you don’t know but would like to meet. “I should talk to them. . .”. but you don’t because you don’t know what to say. So you find a familiar face and talk to them instead. Sadly, another networking opportunity has passed you by. Oh well, maybe next time. . .

If this sounds familiar, I’m here to rescue you. I’ll share two very simple ways to initiate a conversation with someone you don’t know.

Before I do, I should point out that if you are at a function where the attendees are expected to mix and meet, like a bar association or chamber of commerce meeting, talking to people you don’t know is expected and not at all hard to do. Just introduce yourself: “My name is David, what’s your’s?”

Easy.

After that, ask them what they do. Let them do the talking. Ask more questions. Ask for their card.

Of course they’ll ask what you do and ask for your card. Presto-chango, new contact.

What about when you’re not at a mixer or other organized function where meeting new people is part of the agenda? How do you start a conversation when conversation isn’t expected?

This is also easy. You can either,

  1. Ask a question, or
  2. Pay a compliment.

“Do you know where the rest rooms are?” “Hey, I like your tie?” “Is that a Coach bag? It’s gorgeous.” “What time does the program start?” “Do you work near here?”

Either way, you will get a response and a conversation will have ensued. What to do next depends on the circumstances. When in doubt, another question usually keeps the conversation going.

What do you do to break the ice with people you don’t know? Please share your experiences in the comments.

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How to get new referral sources over the phone

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I talked to an attorney the other day about a class action he was thinking of filing on behalf of himself and similarly aggrieved attorneys. (I’m not at liberty to disclose the subject matter.) He wanted to know the best way to find other attorneys who might want to join him.

We talked about ads in his bar journal and on Facebook or other PPC. And then I suggested my favorite marketing method: picking up the phone and calling.

It should be easy to get other attorneys on the phone to see if they have had the same experience he’s had. He could find potential class members and also get feedback on his case. If an attorney wasn’t interested in joining, perhaps they could refer him to someone else.

But there’s another benefit to cold calling attorneys: making new networking contacts.

“So tell me about your practice. . .” is guaranteed to get attorneys talking. Naturally, they will also ask you to tell them about yours. Just like that, you have a new contact. You have opened the door to follow-up conversations that might lead to referrals, intorductions, or information.

It’s all good.

Calling about a potential class action on behalf of attorneys will certainly arouse curiosity and get other attorneys to take your call. But there are other ways to get attorneys to take your call. You can conduct a “sixty second survey” for an article you’re writing, offer them a free copy of your new report, or invite them to join your new LinkedIn group. Or, you can simply call to introduce yourself and offer to buy them a cup of coffee.

Like most forms of marketing, you can make a lot of progress by doing a little bit every day. If networking with other attorneys works for your practice, call three attorneys every day and see what happens. In a month, you will have reached out to sixty new contacts. If just one sees you as worthy of referrals, at the end of the year you’ll have 12 new referral sources.

And yes, you can do the same thing with other professionals, executives, and business owners.

Marketing is simple. Call someone and see for yourself.

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LinkedIn: The number one social media platform for attorneys

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I’ve said before that if you’re new to social media you should start with Twitter. Reason: you only need to fill out one paragraph of information to set up your account. Your profile on LinkedIn, by contrast, requires more effort.

LinkedIn is important for attorneys because it serves as a sort of online CV. In fact, many professionals link to their LinkedIn profile precisely for that purpose. Your profile helps prospects and other professionals quickly assess what you have done for others and thereby see what you can do for them.

As LinkedIn develops, it is also becoming a platform for meeting and engaging others. Their forums are a great way to find and connect with other lawyers, as well as prospective clients and referral sources (or employers).

And LinkedIn is all about business. Unlike Facebook, you won’t have to wade through photos of your friend’s kids or cats, or listen to updates about their most recent meals. In fact, one writer is predicting that LinkedIn will survive Facebook precisely because it is dull and business-like.

But while LinkedIn may be considered dull, your profile need not be. You aren’t limited to posting only the facts about where you have been and what you have done. You can add personality to your profile, and well you should.

As much as your capabilities, people want to know about you, the person. Give them a sense of what it would be like speaking with you and working with you:

What motivates you to do what you do? What kind of movie or book character do you identify with? What is your mission?

If you don’t yet have a LinkedIn profile, don’t let the volume of information requested, or its importance, stop you from getting started. Fill in the basics today. You can add more tomorrow. You can use this brief tutorial on optimizing your LinkedIn profile as a starting point.

A lawyer’s bio is the most important part of his or her social media profile and web site. Use it to tell people your story, not just the facts. Facts tell but stories sell.

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Smart marketing by a smart lawyer

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Yesterday, I was interviewed live via a new video broadcast service, Spreecast. The interviewer was my friend and fellow attorney, Mitch Jackson. The subject was using Evernote in a law practice and my Evernote for Lawyers ebook. You can watch the replay here.

In the interview, you’ll note my comment to Mitch that his Spreecasts are smart marketing on his part because it allows him to network not only with the experts he interviews but with a large number of attorneys and allied professionals who come to watch. It positions him as a leader and gets his name in front of a lot of people who can either directly refer clients to him or who can lead him to others who can.

Although these Spreecasts are new, I know Mitch has for many years done a great job of networking in this fashion, promoting others’ law practices, books and events to his large network. I also know he gets a lot of referral business.

Smart marketing, and you can do the same thing. It’s called being a connector.

Being a connector can not only help you grow your practice, it is also a great vehicle for learning. I’m sure Mitch will tell you in reading the blogs and books of the experts he interviews, he learns the best ideas and latest techniques, which help him become a better lawyer and a better marketer.

To become a connector you need two things.

First, you need a platform. This can be a blog, a Facebook or LinkedIn Group, a newsletter, your own Spreecast channel, or a local breakfast group. This is where you match up content (writing, speaking, interviews) with your audience. You are the organizer, the master of ceremonies, the interviewer, the publisher. Everything goes through you.

The platform is easy. Just pick something and plant a flag.

The second thing you need might be a little more difficult. It’s not something you sign up for, it’s something you must have within you. To be effective as a connector, you need to truly enjoy helping others. It’s true, the more value you create for others, the more you promote them and champion their practice or product, the more you will benefit. But you must be willing to help others without any agenda, other than the pleasure you get from seeing others succeed.

Mitch has a series of great interviews lined up. Follow his Spreecast Lawyers Group (channel) and invite your friends.

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The one thing attorneys need to know about advertising, networking, and social media

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I’ve run a lot of ads in my lifetime. Big ads, small ads, and everything in between. And direct mail. And with every ad or campaign, there’s only one thing I wanted to know: the rate of response.

How many calls, opt-ins, or return cards? How many leads or appointments or new clients?

Response is the only that thing that matters.

You need to know which publication or web site is producing more response. Which headline, which offer, which key words.

You have to track response and then test one variable against others. It’s the only way to know if you’re wasting money and it’s the simplest way to increase your profits. One ad, letter, or web page can sometimes pull fifty times more response than another. FIFTY TIMES! Wouldn’t you want to know which one?

“What about “branding”–getting your name out there, isn’t that worthwhile?” Sure, but while you’re doing that, why not also get a response?

So, if you have a web page you need to track your stats. Google’s analytics is free and provides lots of information. If you do any offline advertising you need to put codes in your ads (and articles) so you can see which ad (article) is pulling best. At the very least, ask people who call your office how they heard about you.

One more thing. Track the time you spend networking offline and on social media. If you’ve been attending a group’s meetings for several months and you’re not getting any clients, growing your list or seeing any kind of response you can measure, don’t continue. The same for social media platforms.

You might not know as quickly as you might with an ad. I’ve run ads one time and pulled them when the response wasn’t there. Building relationships and getting referrals almost always take longer. But eventually, you’ll know. If nothing is coming from your networking with group A, either change what your doing or move to group B.

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How to network without leaving your office

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No, I’m not talking about social media although you can use that as a starting point. I’m talking about the phone. Pick up the phone and call someone you might like to know.

It doesn’t have to be a prospective client. In fact, for most attorneys it probably shouldn’t be. Call someone who works in the market you are targeting, someone who sells to, advises, or is otherwise influential in that market. It could be another professional, someone who owns or manages a business, a blogger, or the head of an association. Anyone who (a) knows people who might (one day) need your services, or (b) knows people who might know those people.

What do you say? It almost doesn’t matter. Just call and reach out to them. Don’t ask for business or talk about yourself (other than introducing yourself), talk about them. After you introduce yourself, tell them you called to. . .

  • See if you could interview them for your blog or newsletter
  • Ask them to participate in a 90 second survey for an article you’re writing
  • Ask for their take on an article you read in one of their industry’s journals
  • Offer to send them a report, ebook, article reprint
  • Invite them to coffee
  • Invite them to your seminar/webinar/event
  • Invite them to be your guest at your networking group’s next meeting
  • Compliment their web site/ad/brochure
  • Tell them you have a mutual contact

Just get the conversation started. Then ask about them their business. Find out what they do and how they do it. What are they looking for? What can you do to help?

Of course you know they will ask you about your practice. Tell them briefly and change the subject back to them.

Afterwards, send them an email or better yet a hand written note and tell them you enjoyed the conversation. Follow up with the next logical step or if there isn’t one, just stay in touch. If you can, send them a referral. Send another article they might find helpful. Calendar a few weeks or a month or two and call again.

Networking is a courtship. You go on a date and if you like each other you go out again. If things go well, you get engaged. That’s when referrals, joint ventures, and other good things happen.

Most attorneys never do this. They let their egos get in the way or they don’t think it will do any good. That’s sad. There are people out there who would love to meet you but they aren’t going to call you. Go ahead, call someone today. Introduce yourself and see if they want to date.

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