Amplify your marketing and receive more referrals

An automated, content-heavy, done-with-you marketing program that:
  1. Engages, impresses, and nurtures prospective clients to help you stand out
  2. Welcomes and reassures new clients so you maintain that strong first impression
  3. Stays in touch with past clients and obtains online reviews so word about you spreads
  4. Sets appointments with new referral partners & cultivates your new relationships

1. Impress prospective clients

We install an FAQ popup on your home page that requests contact information and asks a qualifying question. The prospects are then automatically entered into our automated follow-up funnel, and receive your branded shock-and-awe package and an educational nurturing series.

The best of the prospects receive a telephoned request to set an appointment from our friendly, courteous, and sales-motivated phone team. We calendar appointments at your office with the willing prospects, who then receive emailed and texted appointment reminders.

For maximum benefit, you should also plug the leads that you generate into our automated nurturing series. You can either hand-enter them or we can custom-integrate our lead follow-up with your lead-generation service and website.

I have already gotten two clients from the referral partner calls that you scheduled.

Liz Alpert, family lawyer Sarasota, FL

Your referral program is awesome! I have already started referral relationships with several attorneys outside my practice area as well as several allied professionals. Your program takes the work out of it for me. We review the list of possibilities together, then you do the legwork of setting the appointments. Whether I meet with referral partners in person or via phone, the results have been great. And thanks for all the spectacular, professional publications you provide to support the program.

Richard Hall, general practitioner Auburn, CA

2. Welcome new clients

You’ve created a strong first impression with your FAQs, shock-and-awe package, and nurturing series. Now maintain that good feeling with our personalized welcome kit that is auto-sent to new clients as soon as you slide their name into the Retained column.

Is there a time gap between retention and visible work product? Avoid buyer’s remorse and “what is going on with my case?” calls and emails with our reassurance series. It explains what is going on behind the scenes and what is coming next.

Want to know how you and your firm is perceived? Send our feedback survey to learn if you have any service gaps. The results might surprise you.

We had a potential client who almost slipped away. He thought he could get it settled himself with the insurance company. He ignored several of our follow-up calls and emails and I was in the process of closing the case out of our pending client system. As a last thought, I sent him the James booklet about the pitfalls of working your own case and about insurance company tactics. The next day he called our office and signed the retainer.

Andrew Nissen, injury lawyer Laguna Niguel, CA

3. Stay top-of-mind with past clients

You know your former clients need to remember your name if they are going to recommend you when asked if they know a good lawyer. Our personalized newsletter filled with practical, use-it-today information keeps your name fresh and maintains the goodwill you created.

Past clients also receive emails in your name with links to the branded booklets we provide, along with a request to forward the links to people who can benefit from the information. The booklet links are the best way to spread word of your expertise and helpfulness.

We also send requests for online reviews. Our format has proven highly effective, and will build your collection of positive reviews, which are important for both Google rankings and lead conversion.

You guys provide SO MUCH CONTENT. There’s no way anyone can write this stuff and create these pieces on their own. There just isn’t enough time in the day!

Kristina Shands, marketing manager for Jedidiah McKeehan, general practice Knoxville, TN

4. Meet new referral partners

We compile a list of 50 local professionals … both attorneys and non-attorneys … who are likely candidates for sending you referrals. After you add or delete names and approve the final list, we start calling and emailing the prospective referral partners.

We then set 1-2 phone appointments each month with professionals interested in discussing a referral partnership with you. Making thousands of calls and calendaring over 500 referral partner appointments for lawyers has taught us how to effectively perform this difficult work.

We then help you strengthen your new referral relationships by sending monthly touches in your name: the Prosperous Professional periodical, referral-coaching emails, and links to marketing books and booklets.

The newsletters and other publications have met with near-unanimous approval from our clients and networking partners.

John Stokes, injury lawyer Gainesville, FL

Proven effective
for multiple specialties

We had a potential client who almost slipped away. He thought he could get it settled himself with the insurance company. He ignored several of our follow-up calls and emails and I was in the process of closing the case out of our pending client system. As a last thought, I sent him the James booklet about the pitfalls of working your own case and about insurance company tactics. The next day he called our office and signed the retainer.

Andrew Nissan, injury lawyer Laguna Niguel, CA

I had a consult this morning with a marriage counselor who received your call and scheduled an appointment with me to talk referrals. He is sending a few clients my way today.

Asa King, family lawyer Little Rock, AR

James initiated referral alliances with non-competing professionals that will provide direct referrals, business-to-business, complementing our area of expertise. We have received several calls from interested business owners. Keeping these referral alliances in our community benefits everyone.

Law Offices of Peter Daigle, bankruptcy attorney Cape Cod, MA

Build a Referral-Based Law Firm

145 pages of proven, use-them-today tips and tools
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