Networking: how to make a great second impression

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You’ve met someone new, through networking in person or online. You’ve done the card exchange, traded links, and said, “let’s keep in touch”. What now? How do you bridge the gap between first contact and the next step in your budding relationship?

The answer is to pay attention to them and make sure they know it. This will distinguish you from the majority of first time contacts they never hear from again.

Here’s what to do:

  1. Subscribe to their newsletter, blog, and social media channels. Comment on things they post. Share them with your social channels and subscribers.
  2. Set up Google Alerts for their business name and for their name. Congratulate them when others quote them or say something nice about their work.
  3. Track their industry. When you see a relevant blog post or article, share it with them.
  4. Engage them. Invite them to write a guest post for your blog or ask if you can interview them. Offer to write a guest post for them. Send them your content (but don’t subscribe them to your newsletter without their permission).
  5. Introduce them to someone they should know. A prospective client or referral source, a colleague of theirs, a blogger in their industry.

Do this with one or two new contacts each month and watch your business grow.

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How to use your new client intake sheet to get more referrals

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There’s a very simple way to get more referrals from your clients. It will also help you build your newsletter list and meet more referral sources.

All you have to do is add two things to your client intake sheet.

The first addition is a prompt for the client to list people they know who might like to receive your newsletter, special report, video series, or anything else you offer, such as a free consultation.

You or your staff point out this section to them and explain how this helps their friends solve a problem or understand their options. Tell them there is no cost or obligation or pressure of any kind.

Also tell them what you will do if they provide names, i.e., send these people a letter and mention the client’s name (or omit it if they prefer). If they don’t want to give you names, you will instead give them copies of your report or a certificate they can give to their friends to redeem for a free consultation, report, etc.

The client gives you names and you contact those people, or you give the client something to give to those people and let them take the next step. Either way works.

Even if the client does nothing on day one, you will have planted a seed that may eventually result in referrals and subscribers. You can prompt them again by sending them a letter with a blank form they can fill out, or a link to secure web page form. As the case progresses, they may be more comfortable opening up their address book.

The second addition to your intake sheet are prompts to supply the names of other professionals they know. Who are their insurance agents? Do they have a CPA or tax preparer? Do they know any other lawyers? Do they have a financial planner, stock broker, or real estate broker?

Explain to the client that you will introduce yourself to these other professionals. If there is a logical connection with the work you’re doing for the client, explain this. For example, if you’re an estate planner, it makes sense to coordinate with their financial planner or tax professional.

If not, tell the client that you do this for marketing purposes. By meeting other professionals your clients know and recommend, it helps your practice grow. It also helps you meet other good professionals you can recommend to your clients, so it helps these other professionals, too.

Provide a check box for the client to indicate it’s okay for you to mention their name, or not.

Contact these other professionals, tell them you have a mutual client, and you’d like to find out more about what they do and see how you might be able to work together.

Clients will send you referrals without being asked, but if you ask, they’ll send you more.

Learn the formula for marketing legal services. Go here now

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Referrals for lawyers who want more referrals

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You’ve got a client list. A list of people who hired you once and will hire you again if they need you. But what if they don’t? What if your clients don’t need your services ever again?

Is that it? You invested time and money to attract them and persuade them to hire you. You worked hard to do the work and make them happy. Your clients know, like, and trust you. But if they don’t need your services, is that it?

No. Your clients can send you referrals. And they will if you stay in touch with them. They’ll send more if you ask for referrals.

In fact, for each $1,000 in fees a client pays you there may be $5,000 or $10,000, or more, in additional fees waiting for you via their referrals.

Your clients can help you in other ways. They can send traffic to your website. They can promote your content or seminar or newsletter to their social media connections. They can introduce you to other professionals they know who could become new referral sources.

And. . .

. . .they can buy products and services from professionals and businesses you recommend.

Perhaps they need legal services you don’t provide. Do you think they might hire an attorney you recommend? I think so, too. In return, you might earn referral fees from that attorney, or their referrals.

Tell your clients you know other lawyers and if they need legal services of any kind, they should call you first.

(Note to self: go meet attorneys with different practice areas.)

Wait, what else do your clients need?

An accountant? Financial planner? Real estate agent? Mortgage broker? Insurance broker?

Would you like to receive more referrals from people like this? You’ll get them. As soon as you start referring your clients to them.

Referrals for lawyers who don’t want to ask for referrals. Go here.

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How to get more referrals by getting more referral sources

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Every attorney wants to know how to get more referrals. One way to do that is to get more referral sources. Here’s a simple way to do exactly that:

(1) FIND THEM. Find five people who advise or sell to your target market. Other professionals, business owners, and so on. You can ask existing clients and contacts for recommendations, or just find them on the Internet. Zero in on those who have high-ranking websites, decent content, a large social media following, and a newsletter or email list.

(2) STUDY THEM. Read through their site. Subscribe to their newsletter. Follow them on social media. See who they know (e.g., professionals, clients, centers of influence), what they sell, and how they sell it (sales people, online, seminars, speaking, writing, advertising, videos, affiliates, etc.) You’re especially looking for those who are active marketers.

Read their About page and social media profiles. Find a few articles or posts you like. Follow some links and see who influences them. Look through their blog comments and social streams to see who they influence.

(3) CONTACT THEM. Send an email, introduce yourself, and compliment one or two of their articles, their products or services, or something about how they do their marketing. Mention what you do, but only mention it. If you have mutual contacts, or like or follow the same resources, mention that, too. Don’t subscribe them to your newsletter without their permission.

(4) ENGAGE THEM. Contact them again and propose a guest post on their site, and/or, suggest the same for your site. Send them a link to a resource you found, or something you wrote, that pertains to what they do. Ask them a question about something they do or something they’ve written. Share their posts and tweets on social.

(5) HELP THEM. See who responds. Learn more about them. Look for ways to work with them, promote their business or practice. Send them referrals. Introduce them to others in their niche who can help them. Promote their blog, their business or practice, their product or event on social and to your list. If they are local, invite them for coffee and get to know them better.

Is this a lot of work? You tell me. If one out of five respond favorably, and you do this every month, in six months you will have six new referral sources. If each sends only one new client per month, would that be worth the effort? What if they send three?

Marketing is easy when you know The Formula

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The lifetime value of one-time clients

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I got an email from a marketing expert I follow who asked us if we would prefer to have a customer or a buyer on our list. What’s the difference? A customer is someone who buys something or hires you once and then goes on their merry way. They might come back, they might not. A customer, on the other hand, is someone who makes a custom of buying from you, “because of the trust, respect, and loyalty they have for you.”

So, customers are better than buyers.

Repeat clients are better than one-time clients.

Does this mean lawyers should only practice in areas where clients make a custom of hiring again and again? Should we choose business law, for example, with lots of repeat business, over consumer bankruptcy where the client might hire us once in a lifetime?

Not necessarily.

Someone who “buys” from you once and never again is potentially just as valuable as someone who hires you frequently. They should be courted and nurtured. We should build relationships with one-time clients, even if they never hire us again.

The lifetime value of a client is only partially measured by the fees they pay us. There are many other ways they can deliver value and help our practice grow. They can provide

  • Referrals
  • Website traffic
  • Recommendations and positive reviews
  • Introductions to other professionals, meeting holders, editors, bloggers, etc.
  • Invitations to networking events
  • Feedback about our services (so we can make improvements)
  • Information about our target market or community
  • Likes, re-tweets, and sharing of our content
  • Forwarding our emails to others in our target market

They can send us business, help us build our list, and otherwise help us bring in more business. In fact, what a client does for us outside of paying fees could easily be worth far more than the fees they pay. In terms of referrals alone, some clients who never hire you again could be worth many times the fees generated from clients who hire you again and again.

In fact, someone who never hires you could be worth far more to you than someone who hires you repeatedly.

The lesson? Treat everyone as though they are your biggest client. Provide extras. Help them every way you can. And stay in touch with them, before, during, and after the engagement or case.

You never know what someone can do to help you.

The Referral Blitz is one way to get clients and contacts to help you build your practice. Click here for details.

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Networking for lawyers who don’t like networking

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Think of a professional, business owner, or executive, you know. Got it? Okay, next, think of someone else you know in the same market or community who (you are pretty sure) doesn’t know the first person. This could be a business client, or prospective client.

Now, call the first one and ask if they know the other person. If they don’t, tell them how great they are and tell them you want to introduce them. They might be able to do some business together. They might be able to help each other in some way (write articles, interviews, joint venture, referrals, etc.) Or, they might just meet a kindred spirit.

Next, introduce them. Do a three-way call, or meet for coffee.

Then, get out of the way. Your job is done.

One of the most valuable (and easiest) things you can do in networking is to simply introduce people. In doing so, you are providing value to both. Of course, you’re also helping yourself this way. The two you introduce may not do business together but they will both be grateful that you made an effort to help them.

Networking for lawyers doesn’t have to be formal, time consuming, or awkward. It can be done quickly and over the phone. And it can yield huge benefits.

Think about who you know and who might like to know them. And from now on, when you meet someone new, think about who you know you can introduce them to.

Want more referrals? Consider doing a Referral Blitz.

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How do I become an expert in my field?

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“How do I become an expert in my field?” Good news. In the eyes of most prospective clients, you already are.

You have the license, the big leather chair, and you wear a suit and tie. With most consumers, it doesn’t take more than that. With many business clients, it doesn’t take a lot more.

But what about other lawyers? Do they see you as an expert? If they do, you probably get lots of referrals from them, and not just any referrals but big cases and valuable clients. You may also be sought after for interviews and speaking engagements that further enhance your reputation.

Being an expert has it’s privileges, yes? So, how do you develop an expert reputation?

Winning big cases and having prestigious clients, that’s how. But. . . how do you get the big cases and prestigious clients if you don’t have the reputation?

It is a “Catch 22”. But fortunately, in marketing, perception is everything. You are an expert if people perceive you to be one and there are things you can do to enhance that perception.

One of the best things you can do to be seen as an expert is to associate with experts. Identify people who are already acknowledged as successful in your field or market and associate with them. Go to the events they go to and meet them. Get your picture taken with them. Introduce them to other people you know at the event (even if you just met them that day).

Mention their name on your blog. Congratulate them on their recent victory. Link to their website. Quote them in your writing and speaking.

Contact them and ask to interview them for your blog, article, or newsletter. Suggest their name as a guest speaker at other events you attend. Send them some business.

You start where you are. Eventually, you’re having lunch with acknowledged experts, being seen with them, learning from them, and being introduced by them to other experts, on your way to being seen as an expert in your own right.

We are judged by the company we keep. If you associate with successful people, others will assume that you have their seal of approval and accept you into their circles. Then, someone hires you or give you a referral and you’re on your way.

I love it when a plan comes together, don’t you?

Your clients and contacts can help you quickly get a lot of business. Here’s how.

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The Fortune is in the Follow-up

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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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Welcoming new businesses to your community

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My local Chamber of Commerce puts out a weekly email newsletter. It features upcoming events such as networking mixers, charity golf tournaments, and a meet and greet with our mayor. It also welcomes and lists new members. 

If I were still practicing, I would contact the new members, congratulate them on their new business, and welcome them to the community. If they aren’t a new business, I would congratulate them on joining the chamber.

If they are new, I’d ask if they are having a grand opening. If they aren’t new, I’d ask about any current sale or promotion. Then, I’d mention this in my newsletter and post it on my blog.

It doesn’t matter whether I handle business matters or consumer matters, or that they already have a lawyer. They have customers and vendors and business contacts who may need a lawyer, now or in the future. They joined the chamber to meet other businesses and some of those businesses might need a lawyer, or have customers who do.

I’d ask what kind of customers or clients they wanted and do my best to send them some referrals. I’d introduce the owner or manager of the business to other business owners and professionals in the market.

Do you think some of these business owners and professionals might also introduce me to other business owners and professionals they have met? Is it possible they might have some referrals for me? Do you think they might offer me some kind of special deal I could pass along to my clients and prospects?

Yes or yes?

How many other attorneys do this? Approximately zero. You can be the one and only.

You can start with a short phone call. Leave a message if you need to. Or send an email. Don’t pitch anything, just welcome them. If you speak to them, ask about their business. If you hit it off with them, meet them for coffee.

Marketing is easy. Lawyers are difficult.

Get The Attorney Marketing Formula and learn more about marketing legal services.

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Content marketing for lawyers: don’t forget about your other clients

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Okay, so you write articles and blog posts targeted to prospective clients. You educate them about the law and procedure, what an attorney can do for them (or can’t), and how to choose the right attorney. You show them what you can do for them and why they should choose you instead of any other attorney.

That’s good. But don’t forget your other clients.

What do I mean? I mean writing for other attorneys who can send you referrals. If I’m a California attorney and need a referral for my client who has business in New York, I’m going to go online and look at New York attorney’s web sites. Yes, I want to see what you have to say to lay people but I would be even more impressed if you wrote something for me.

The same goes for other professionals who might be able to send you business. Do you do real estate closings? How about some content for real estate agents? Do you handle estate planning? Maybe it would be good to write something financial planners and insurance agents.

Anything else? Sure. How about something for bloggers and the media? They’re always looking for authoritative content for their articles. Make their job easier by summarizing key areas of the law or prominent legal trends.

These are some of your other clients. They may not be able to hire you themselves, but they can send you a lot of business. You should be marketing to them.

You have a couple of choices. You can set up separate pages on your site for these other clients or you can set up separate sites and link to them.

Okay, homework time. Choose a category of referral source for your practice and write your first article. If you’re a California divorce lawyer and you want referrals from small business lawyers, for example, write something that helps business attorneys advise their clients. Post it on your website. Then, email a link to business attorneys you know and ask for feedback. Ask them to forward the link to their colleagues.

I told you marketing was easy.

Content marketing for lawyers made simple: Go here

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