How Do I Impress My Law Firm’s Leads?

How Do I Impress My Law Firm’s Leads?

How Do I Impress My Law Firm’s Leads?

Half of the competitive battle in turning law firm leads into clients is standing apart from the other lawyers the prospect has reached out to.

With voice search, Google My Business, and click-to-call, it is so easy for prospects to quickly generate a list of qualified local lawyers that they frequently contact more than one. The first law firm to impress the prospect is generally the one to land the office appointment and a signature.

How do you stand apart from your competitors? Here are seven ways. All but one can be created once and used forever.

Starting Strong

1. Lead magnet on your website.

A proven technique that online businesses have been using for years but law firms have ignored is to offer an attractive piece of content on your website using what is called an exit-intent popup.

The exit-intent popup appears when your visitors move their cursors to the website address line, which indicates they are preparing to leave your site. The popup offers an attractive piece of content in exchange for contact information and answer to a qualifying question.

We use an extensive set of frequently-asked questions on our popups, and inquire about the urgency of the legal issue. If the FAQ downloader says the issue is urgent, we call and ask to set an office appointment.

This popup with telephone call generates additional appointments from the same website traffic.

2. Shock-and-awe package.

Every prospect who calls your office, completes your website form, and downloads your lead magnet should receive your digital shock-and-awe package. The best prospects should also receive a hard copy of your package (more on this in the next section).

What should your shock-and-awe package consist of? We use a 200-page book, two educational booklets, a detailed practice brochure, and explanatory cover letter.

The number of lawyers with shock-and-awe packages is miniscule, so the odds are high that none of your competitors will be sending comparable materials to your prospects.

Converting Leads to Appointments

3. Call to offer hard copy and qualify.

We have had excellent results calling leads to offer a free print version of the content they downloaded. Most will say yes to our offer and confirm their physical address. We then inquire about their situation and seek to set appointments with those who are well qualified.

You can readily implement the same approach using your book, FAQs, or other content you offer on your website or through webinars or eblasts. Try it; the technique works well.

4. Nurturing series.

Every lead name you obtain, however you obtain it, should receive a lengthy email series that explains in detail how you help.

Walk your prospects step-by-step through the legal process they will experience when working with you. Empathize with their problem, explain how resolution will occur, and then describe how much better things will be when the problem is resolved. Offer to help and provide your contact information.

Our series run 15-18 letters long, and are sent automatically. The pace varies by specialty, but one email per week is the average. The emails generate appointments that otherwise would be unlikely to occur, for most leads are quick to forget who they reached out to.

Converting Appointments to Clients

5. Office materials.

Your content collection is most effective when tailored to the prospect.

For example, one of our injury-attorney subscribers had an appointment with a seriously-injured prospect who wavered during the appointment and during the follow-up call said he was going to negotiate with the insurance company himself.

The attorney then sent our booklet “How Insurance Companies Work” to the prospect. A week later the prospect retained the attorney, saying he now understood that he was ill-equipped to handle the matter himself.

In addition to sending targeted booklets to wavering prospects, you can display relevant booklets in your lobby, provide them at your front desk, and personally hand them out at the conclusion of your appointment. The key to success is to provide ones directly on point with the prospect’s questions, concerns, or objections.

Avoiding Buyer’s Remorse

6. Welcome kit.

This a modified version of your shock-and-awe package and serves the same purpose — create a positive initial impression. You want your new clients to speak favorably of you and your work, and a well-crafted welcome kit will get them doing so.

In our kits we include a collection similar to the shock-and-awe package, but use booklets that cover questions arising during representation rather than before retention. The cover letter explains what will occur next, and how the client will be updated throughout the matter.

As with many of these techniques, you can create your welcome kit once and use it without modification for years.

7. Reassurance series.

Salesmanship does not end once a client is signed … especially if there is a time gap between signature and visible work. Lawyers are notoriously poor at communicating the work being done behind the scenes.

The easy solution is to create a series of emails that explains what is occurring, and then automatically send these emails at the pace of one per week to every new client. The series, consistent with its name, will reassure clients that work is being done on their matter, all is well, and they don’t need to call your office to ask what is occurring.

We recommend that you set yourself the goal of creating one of these items every quarter. If you have decent website traffic, say several hundred unique visitors per month, adding a popup and placing follow-up calls will prove productive.

Alternatively, you can begin writing educational booklets that can be used multiple ways: as tailored sends and handouts, as part of a shock-and-awe package or welcome kit, and as waiting room reading.

But do begin … before your competition does.

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How Can I Improve the Effectiveness of My Law Firm’s Intake Process?

How Can I Improve the Effectiveness of My Law Firm’s Intake Process?

How Can I Improve the Effectiveness of My Law Firm’s Intake Process?

When it comes to converting leads into customers, small law firms do a lousier job of it than most any other type of business.

In addition to the dozen years we have helped hundreds of lawyers generate leads only to see them mis-handle those prospects, we back up our statement with these two pieces of recent research.

A. No Engagement Device

The primary goal of a website is to capture contact information and build a list of prospects, for most of your visitors will not be ready to take immediate action. When researching our book The Most Effective Law Firm Marketing Agencies, we reviewed the websites of well over 1,000 high-ranking law firms. Less than a dozen offered a lead magnet.

B. Failure to Respond

We completed the website response forms of 25 local lawyers, claiming to have a sizable and urgent legal issue. Only 3 of the 25 called us. The vast majority didn’t even bother to telephone.

Lots of Upside

The positive side of this dismal marketing performance is that your firm, if it is like most small law firms, can provide a material boost to its flow of new clients simply by improving your intake processes.

Here are the seven high-impact intake-improvement steps that we recommend you take. Once set up, none of them should require any material time from you.

1. Periodic Monitoring or Mystery Shopping

Unless you regularly monitor both sides of your intake calls, you won’t know whether your prospects’ calls are being handled with compassion, patience, and purpose. Most important, do they obtain full contact information, learn details of the matter, and set an office appointment?

There are two ways to achieve this monitoring. You can engage a mystery shopping service to periodically call and complete forms, and report their experience back to you. The more modern way is using software (we like Dialpad) which allows you to (a) listen to both sides of any call, (b) at a glance learn the length of each call (a material percentage of short calls is worrisome), and (c) see which calls went unanswered.

2. Dedicated, Rewarded, and Motivated Phone Person

Whoever is answering your phones and responding to your completed website forms should have no higher priority than setting office appointments with as many of the qualified prospects as possible. That priority handling needs to be regularly confirmed with words and financial incentives.

Having hired dozens of phone-team members, and overseen multiple inbound and outbound phone teams, we can confirm that it takes a high degree of empathy, positivity, and confidence to work the phones day after day. Be sure you have the right individual in this very important position.

3. Minimum Follow-up Call Requirements

One of the most common shortcomings we encounter in the intake processes of small law firms is the failure to repeatedly call prospects until a connection is made. The first law firm to have a conversation with a prospect is most often the one who lands the office appointment.

Of course, the fewer prospects you have to call back, the better, so adequately staffing your phones is important. But when a form is submitted or the initial call is not taken live, prompt and repeated attempts to call back must be made. We recommend at least 3 attempts the first day, and 2/day thereafter.

4. Automated Sales Funnel

If your firm’s website does not offer some helpful information using a popup activated when the visitor is readying to leave your site, you are missing a sizable opportunity to engage and convert more visitors than you do now.

A well written and complete sales funnel will include (a) an information offer, (b) a request for contact information, (c) a couple questions asking about the size and urgency of the legal problem, (d) a thank you page offering a phone conversation to discuss the details of the prospect’s legal matter.

5. Shock-and-Awe Package

Assume your prospect has also contacted two of your competitors. Even if your prospect has scheduled an appointment with your office, you can bet that your competitors are also reaching out. To counter their efforts, you will want to stand head and shoulders above them.

By creating an impressive collection of helpful materials one time, and having it automatically sent to every new prospect, you will set yourself apart. And with soft prospects like booklet downloaders, you can call them, explain that you want to send your package of information, ask about their legal issue, and offer an office appointment if they are a qualified prospect.

6. Nurturing Series

In addition to your shock-and-awe package, every prospect should next receive a staggered collection of educational emails. This is also a write-once, use forever endeavor.

Your emails should address: common prospect and client questions, explain the primary legal issues, list the pros and cons of choices to be made, and discuss potential outcomes. Doing so will demonstrate your expertise and show you are ready to help.

7. Results Tracking.

What is measured and incentivized will improve. If you track and publicly display your lead conversion rate, and tie bonuses or prizes to hitting conversion targets, you will turn a higher percentage of prospects into clients.

We recommend separating form fills from inbound calls, and setting different targets for each. Form fills can be tougher to convert, for they require prompt and repetitive phone calls to reach the prospect.

High ROI, Low Spend

Conversion improvements can generate a high return and frequently cost little to implement. The extra revenue generated usually drops unimpaired to the bottom line, for you are signing additional clients while not spending any more marketing company.

Of the seven techniques listed above, we recommend you focus most heavily on #2 Minimum Follow-Up Techniques. The cost is zero, and the return is immediate and high value.

Secondarily, we suggest #7 Results Tracking. If you are not measuring your key performance indicators, you do not know whether you are improving or falling short.

No matter which techniques you choose to begin with, we strongly encourage you to pay more attention to improving your conversion rates. There is little you can do in marketing your firm that will have a higher return on investment.

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Secrets and Strategies for Getting More Referrals

Secrets and Strategies for Getting More Referrals

Secrets and Strategies for Getting More Referrals

James President Kara Prior recently chatted with Ken Hardison at PILMMA on the Grow Your Law Firm Podcast.
What you’ll learn about in this episode:
  • How Kara’s book How Small Law Firms Can Obtain More Referrals offers a detailed roadmap for getting more clients for your firm, and how to get a free copy of the book
  • Why referrals can be a powerful tool for law firms to affordably obtain new high-quality clients, and why it is important to find the time to grow a referral network
  • How Kara and her team help law firms develop strong referral networks, and how their simple and straightforward process works
  • How branded consumer-facing FAQ booklets can be a great value-added way to start off a new relationship on a positive footing and showcase your firm’s expertise
  • How Kara and her team target specific types of professionals as referral sources, such as drug rehabilitation clinics and mental health professionals for criminal defense firms
  • Why past clients can be an incredible resource for referrals, and why newsletters can help past clients keep you in mind
  • Why physical mail newsletters are cost-effective and are a better option than email for making an impact with past clients
  • Why it is important to provide value and offer content to your past clients to help nurture relationships
  • Why branded booklets and books are a fantastic way of helping past clients “break the ice” and make a referral
  • What first steps to take to begin creating a referral network and build relationships with potential clients
Creative Marketing Ideas for Law Firms

Creative Marketing Ideas for Law Firms

Introduction

Lawyers have begun to embrace the marketing and referral tools long employed by effective digital marketers, but small law firms have a long way to go before they catch up, let alone begin to innovate.

To help you accelerate your adoption of proven marketing and referral techniques, we provide these examples of tools we have successfully implemented at a variety of law firms as part of our Legal Referral System.

We hope the examples inspire you to adopt similar tools at your firm, and that they work as well for you as they have for other small law firms.

I. For prospective clients

Most small-firm websites lack engagement devices and follow-up series, which means many of your website visitors don’t become prospects who otherwise could have, and many prospects who don’t immediately retain you never become clients.

The addition of any of the following six items will help plug these leaks of prospective new clients.

A. Book slide-in

The most effective way to engage website visitors is to offer a high-value lead magnet. A well-written book is the highest-value item you can provide. We use the following six books:

Creative Marketing Ideas For Law Firms

Your book can be offered as a fixed element on your website, or in more intrusive fashion. Generally the more intrusive the offer the higher the response rate. A slide-in at the bottom of your website that activates when exit intent is shown has proven highly effective. And a narrow bar across the top as pioneered by HelloBar also works well.

Or your book can be offered at the top of your website, as we do on JamesReferrals.com with our book How Small Law Firms Can Obtain More Referrals.

Creative Marketing Ideas For Law Firms

Website visitors who request your book should then be:

1. Asked a couple qualifying questions
2. Shown a thank you page offering your services with a link to set an appointment with you
3. Placed in a nurturing series

All three of these standard sales funnel components are explained and illustrated in the next section.

B. FAQ bar

A second type of lead magnet that will have broad appeal to your website visitors is a collection of answers to frequently-asked questions. Rather than providing each FAQ on your website as so many firms do, you are better off placing all of them in a PDF booklet and offering the booklet for download.

Creative Marketing Ideas for Law Firms

Why do it this way? So you can gather contact information from website visitors, ask them qualifying questions, and place them in a nurturing series.

If you instead display FAQs on your website with no contact information required to read them, you never learn who is taking the time to review your FAQs and your prospect list never grows.

Ideally, you will offer your FAQ booklet as the first step in a multi-level sales funnel. The prospect who wants your booklet will first be asked to provide name and email. Next will come:

1. Qualifying questions

We like to ask two questions, both multiple-choice. The first concerns the nature of the legal issue, and the second asks about urgency and interest in speaking with a lawyer.

The answers to these two questions allow you to rank the prospects and adjust the attention you subsequently provide according to the attractiveness of the prospect.

2. Thank you page.

After the qualifying questions, the next page the prospect sees should be one that:

– Says the FAQ booklet will appear in their email inbox shortly
– Provides some information about the lawyer, along with a photo
– Offers to provide information tailored to the prospect’s situation during a call
– Prominently displays the lawyer’s contact information alongside a response form that requests a call from the law firm

A percentage of prospects who download the FAQ booklet will call the law firm or submit the response form requesting a call.

Creative Marketing Ideas for Law Firms

3. Nurturing series

Every prospect who requests the FAQ booklet is automatically subscribed to a follow-up series of emails so that you remain top of mind.

Many prospective clients who visit your website are not yet ready to take action, but some of them will be ready in the weeks and months that follow. You want your name, contact information, and helpful content to be what they see at that time.

Texting has proven highly effective. If you want to insert an occasional SMS text message in your follow-up series, ask prospects for cell numbers.

Our follow-up series contain 15-30 letters with an educational focus that is designed to demonstrate the lawyer’s expertise. Some of the emailed letters are linked to educational booklets branded in the lawyer’s name.

C. Landing pages

Too many lawyers direct their pay-per-click ads to their home pages. Instead, you should link your ads to a simple landing page that offers only two choices – either accept or decline your offer.

Allowing only a yes/no decision … instead of permitting a responder to wander the many pages of your website … will materially boost the response from your pay-per-click ad.

We don’t build landing pages for law firms’ pay-per-click campaigns, and so don’t have one of our own to show you, but display a few good ones we found as examples. Whoever is managing your pay-per-click campaign should not only build you a landing page, but should be A/B testing variations to learn what works best for your particular ad campaign.

Creative Marketing Ideas for Law Firms

D. Niche booklets

We find a respectable number of general interest booklets and mini-books offered on the websites of small law firms, but what is still missing are booklets tightly aimed at a prospect’s particular problem.

Finding a booklet directly on point will halt most prospects’ search for a lawyer. They will assume that you, the author of the helpful information, has experience with their situation and so are the right lawyer to handle the problem.
Here are some sample niche titles to illustrate:

Bankruptcy
– Techniques for Avoiding Home Foreclosure
– When Medical Bills Become Overwhelming

Business litigation
– If Your Contract is Breached. Rights and Remedies
– When Your Business Partner No Longer Contributes

Criminal
– Arrested for Assault? What You Need to Know
– Sexual Assault Charges: Penalties and Defenses

Estates
– Passing Your Business Onto the Next Generation
– When You Have a Problem Heir

Family
– What Will Happen to Your Business if You Divorce?
– Fathers’ Custody Rights

Injury
– Evaluating Your Bicycle Accident Injury Claim
– Intersection Auto Accidents: Claims and Defenses

Social Security disability
– Claims for Mental Health Disorders
– How SSA Evaluates Back Injuries

If you develop a niche booklet, it should be offered using the same sales funnel described previously in section IB.
If you don’t have time to develop your own collection of niche booklets, know that we custom create them at no extra charge as part of our $495/month Legal Referral System. Details can be found at JamesReferrals.com.

E. Nurturing series

Every law firm should have at least one follow-up series of emailed letters for prospects who don’t immediately sign up. The sophisticated law firm will have one series for each of the following groups:

– Book or FAQ downloaders
– Pay-per-click responders
– Response form replies
– Appointment no-shows
– Appointments who don’t retain

Your letters should be educational, not salesy. Educational letters will demonstrate your expertise, provide needed guidance, and show you care. Here are a few examples:

Creative Marketing Ideas for Law Firms

F. Webinar funnel

A more advanced technique for attracting, engaging, and converting prospects is offering one or more on-demand webinars. They need not be long; you will obtain higher viewership producing several tightly-focused and short webinars than one or two longer ones.

Our webinars typically run 7-10 minutes and contain 10-12 slides.

As ours do, your webinar should offer a booklet or other lead magnet at the webinar’s end, the lead magnet’s thank you page containing your photo and contact information should note that you can provide a personalized assessment at no charge, and your webinar’s viewers should receive a follow-up nurturing series.

Creative Marketing Ideas for Law Firms

II. For past and current clients

A. Newsletter

This old workhorse still delivers. Staying in touch with past clients will bring you more referrals from them than if you rarely-to-never contact your list.

If your budget is tight, send your newsletter by email. An emailed newsletter is what we provide as one element of our multi-faceted Referral system.

The most important point to remember about newsletters for past clients is to limit your discussion of both the law and your law firm. We track open and click-through rates by article, and our statistics show that you will obtain much higher readership with broad-interest and helpful-service articles like these:

FOOD
– Save at the Grocery Store
– Recipe: Watermelon, Tomato, and Strawberry Salad with Burrata
– Recipe: Hawaiian Chocolate Bread Pudding

HEALTH
– 8 Habits for a Better Night’s Sleep
– Beginner’s Guide to Running
– Healthy Eating 101

HOME
– Affordable Home Security Tips
– Indoor Gardening Tips
– Spring Cleaning Tips

SEASONAL
– Back-to-School Safety Tips
– Tricks and Treats: The History of Halloween
– What Do Your Valentine’s Flowers Say?

SMARTER LIVING
– 16 Ways to Live a Happier Life
– How to Be Better at Parties
– Make Someone Happy; Send a Thank You Note

If despite our advice you choose to provide legal-specific articles, focus on information that can be used by clients who you have already helped. A bankruptcy lawyer can deliver tips for restoring credit, an estates attorney can detail asset protection techniques, and a family lawyer can suggest ways to keep shared custody arrangements functioning smoothly.

Creative Marketing Ideas for Law Firms

B. Reassurance series

If you have a time gap between client signup and visible work from your firm, some of your new clients will grow concerned about the apparent lack of activity. You can keep those nervous clients happy with a series of emailed letters that explain:

– What is happening behind the scenes
– How the process will unfold
– When the client will hear from you or a team member
– Common questions that will arise along the way
– What the client should do or not do during the startup period

Your reassurance series will reduce the number of questions your team needs to answer, and minimize the number of calls and emails coming in from new clients.

Best of all, you can write the series once and use it over and over.

Creative Marketing Ideas for Law Firms

C. Shared booklets

This contact with past clients consists of a short email from you that contains a link to one of your booklets. The email asks the recipient to forward the booklet link to a friend, family member, or colleague who can benefit from the information.

Here are two examples in each specialty from our lengthy sharing series:

Bankruptcy
– 9 Questions to Ask Before Filing Bankruptcy (5 pages)
– Quiz: Do I Have Enough Debt to File for Bankruptcy? (7 pages)

Business litigation
– 5 Questions to Review with Your Attorney Before You Decide to Sue (4 pages)
– The Breach of Contract Case (14 pages)

Criminal
– When Your Loved One is Arrested (5 pages)
– 19 Things Your Criminal Defense Lawyer Wishes You Knew (10 pages)

Drunk driving
– Charged with a DUI? Write These Items Down (2 pages)
– Was That a Lawful DUI Stop? (2 pages)

Estates
– 34 Common Estate Planning Traps & How to Avoid Them (29 pages)
– What You Should Know About Wills (8 pages)

Family
– 21 Initial Questions About Divorce (8 pages)
– Shared Parenting During & After Divorce (32 pages)

Injury
– Common Mistakes Made by Personal Injury Claimants (4 pages)
– When the Adjuster Says… He Really Means… (7 pages)

Social Security disability
– 18 Common Mistakes Made by Unrepresented SSD Claimants (11 pages)
– 65 FAQs About Social Security Disability Benefits (27 pages)

Ideally, you will have a series of these shared-ebooklet emails so you can send one to your past clients every 2-3 months.

And if you are interested in more referrals … and who isn’t … you will adapt these emails and booklets to professional referral sources as we describe in the next section.

III. For referral sources

A. Allied professional solicitations

If you adopt a marketing recommendation from only one section in this mini-book, this is the one to implement.

Creating referral relationships with local professionals costs little-to-nothing monetarily, and if done using our content-based technique, takes much less time than the cold-calls and coffees recommended by legal management advisors.

Begin by compiling a contact list of related professionals with offices near yours. The more, the better. Here are examples of professionals who have overlapping clients or patients:

Bankruptcy — credit counselors, real estate agents
Business litigation — business brokers, CPAs, financial planners
Criminal — counseling agencies, rehab facilities
Drunk driving — mental health professionals, rehab facilities
Estates — CPA, financial advisors, insurance brokers
Family — financial counselors, marriage counselors
Injury — chiropractors, orthopedic surgeons, physical therapists
Social Security disability — mental health professionals, physical therapists

Next create a series of outreach letters proposing a referral relationship. Your letters should begin by detailing your lead and client flow so the recipients know you have the potential to send them referrals.

We strongly encourage you to include helpful content with your letters. Your response rate will materially improve, and equally important, your initial contact will be more positive if you have started out by assisting the letter recipient rather than requesting referrals.

Your content can help either (1) the professional or (2) his or her clients or patients. For the former we use marketing advice that comes in a private memo. We pass along proven tips for obtaining more clients or patients.

For the latter — helping clients or patients, we provide booklets like those listed in section IIC. Here are two more examples in each specialty from our booklet library:

Bankruptcy
– 9 Mistakes to Avoid When You Are Having Money Problems (4 pages)
– FAQs and Tips on Settlement, an Alternative to Bankruptcy (5 pages)

Business litigation
– 93 Frequently Asked Questions About Contract Disputes (58 pages)
– Is Arbitration the Best Way to Resolve Your Contract Dispute? (5 pages)

Criminal
– What to Expect When Visiting a Loved One in Jail (4 pages)
– FAQs: Dealing with the Criminal Justice System (24 pages)

Drunk driving
– Quiz: Should I Fight My Drunk Driving Charge? (12 pages)
– 99 Drunk (or Drugged) Driving FAQs (56 pages)

Estates
– Estate Planning FAQs (41 pages)
– Defining Your Estate Planning Goals (7 pages)

Family
– Minimizing Turmoil During Your Divorce (6 pages)
– Finding Hidden Assets in Divorce Cases (39 pages)

Injury
– 11 Factors that Impact the Value of Your Personal Injury Case (7 pages)
– Common Insurance Adjuster Ploys (3 pages)

Social Security disability
– Quiz: Will You Qualify for SSD Benefits? (10 pages)
– Can My Doctor Help Me with My Claim? (4 pages)

A series of outreach letters will receive a better response than one letter, for building trust and demonstrating expertise take time. After you have generated both, you may receive a response like this one sent to our Referral System subscriber that we slightly redacted:

Subject: Re: 12 Tips for Successful Post-Divorce Co-Parenting

Hi __________,

I received your newsletter on post-divorce co-parenting and I LOVE it.

I have a private practice as a Child and Family Therapist in _________ providing play therapy to kids and parent coaching to their parents, including co-parenting with separating and/or divorced couples. Bio and website here at ________. I’d love to connect with you soon so that we may be a resource for one another.

Back to the newsletter … I find myself wanting to give the first four pages to my parents as they navigate this divorce and co-parenting process. First, with your permission, I would love to have the option to disseminate these tips to my families – of course including your name and business as authors and as a resource. Might you have a stand alone document that I can post for families that provides only the tips?

Let’s get together! Please send me some times and/or dates that work for you. Mornings work best for me 🙂

Grateful for you!

____________

B. Webinar funnel

This proven response-generator is used by many businesses, large and small, but few law firms. In fact, we have never seen a complete one on a law firm’s website … whether aimed at prospective clients or prospective professional referral sources.

The description and examples that follow are for webinar funnels aimed at the latter. We find webinar funnels especially helpful there, as we are attracting sophisticated practice owners who have likely been approached before about referral relationships.

We aim at a particular problem encountered by the practitioner’s patients or clients, and delve into it deeply, working hard to provide value the practitioner can use. That value is delivered both in the webinar and the booklet(s) offered. All are branded with the host attorney’s photo and contact information.

When the webinar is watched, name and email are obtained. When the booklet is downloaded, a phone number is collected. Equally valuable, answers to qualifying questions are gathered, with one of the answers providing a gradation of interest in establishing a referral relationship. This allows you to focus your time on the most interested prospective referral sources.

Whether you or a team member follow up with the responder or not, he or she will receive a series of follow-up emails providing more helpful information and keeping you top of mind.

Here are a couple examples of webinar funnels we have created in cooperation with two of our Referral System clients. We charge nothing extra for either our development work or the attorney’s use of these funnels.

Creative Marketing Ideas for Law Firms

An easy-to-produce variation of the webinar funnel is placing a video on your landing page. Seeing and hearing you establishes familiarity and build trust. And if you answer a few commonly-asked questions, you demonstrate expertise. All are critically important when you are creating referral relationships.

Whether you opt to develop a complete webinar funnel or simply add an on-demand video aimed at your target lay or professional prospect, we encourage you to test the technique.

C. Booklet funnel

If you prefer writing to speaking when creating marketing pieces, you might choose a booklet funnel over a webinar funnel. Both work, whether used to solicit prospective professional referral sources or prospective clients.

A booklet funnel as we create them merely substitutes a written product for the webinar described in the immediately-preceding section. Qualifying questions, thank you page proposing a referral relationship, and a follow-up series are still included.

Sophisticated legal marketers will pursue professional referral sources with both the booklet and webinar approaches because different prospects will respond to different appeals.

Your booklet funnel can be promoted multiple ways – postal letter to local professional referral sources, eblast to your list, using a referral web page on your website (see section IIIE), in a flyer distributed at one of your talks, in a guest post, or _________. The promotion possibilities are numerous.

Here is an example of a booklet funnel we created at no charge for a personal injury Referral System subscriber who wants to establish more referral relationships with local chiropractors.

Creative Marketing Ideas for Law Firms

D. Referral web page

A simple but important foundational element in all your referral relationship creation efforts is a web page that emphasizes how you treat referred clients as VIPs.

Creative Marketing Ideas for Law Firms

Referral sources want to know that the clients or patients they send your way will come away satisfied. Since few clients can accurately gauge the quality of the lawyering that your provide, you can create this satisfied feeling by going over the top in ways that any layperson can judge:

– Next day appointment availability
– Warm greeting using name by front desk person
– No waiting before meeting with the attorney
– Attorney lets the referred prospect know that referrals from ______ receive VIP treatment
– Post-meeting, a handwritten thank you card is mailed to referred prospect, perhaps with movie tickets included
– Extra communication is provided throughout representation
– At conclusion of the matter, another handwritten thank you card is sent, maybe with a gift basket of some type

Similarly, the referring source should also receive special handling. A handwritten thank you card should be mailed asap after the referral is received. Upon retention, an email can be sent that provides status and maybe a few sentences about what will transpire next.

What is important with both the referred prospect and the referral source is that you stand out as someone who cares deeply about referrals and takes good care of them.

E. Local attorney solicitations

Depending on your specialty, establishing referral relationships with local attorneys can be as productive as relationships with local non-attorney professionals. For example, the following specialties can be fruitful referral sources:

Your specialty — Referring specialty
Bankruptcy — Divorce
Criminal — Bankruptcy, business divorce
Estates — Business transaction, business litigation
Family — Bankruptcy, business, criminal
Injury — DUI, Social Security disability
Social Security disability — Injury

Our favorite attraction technique, due to its wide appeal to the type of attorneys who will be interested in referral relationships, is to offer marketing information tailored to small law firms. We do this three ways:

1. Private marketing memos

After building a list of local attorneys in the right specialties, we send a series of 3 letters inquiring about interest in a referral relationship and accompanied by a several-page memo containing marketing tips tailored to small-firm attorneys in consumer specialties.

Creative Marketing Ideas for Law Firms

2. Marketing mini-book funnel

Using the same booklet funnel technique previously described in section IIIC, we offer a lengthy mini-book branded in the Referral System subscriber’s name.

As with that funnel, our marketing book funnel includes a solicitation eblast, landing page, lead magnet, qualifying questions, thank you page proposing a referral relationship, and follow-up series.

We send the solicitation eblast to both the list of local attorneys that we compiled, plus any names the Referral System subscribing attorney has.

Creative Marketing Ideas for Law Firms

3. Marketing newsletters

Referral relationships take time to establish and enlarge. You have to obtain that first referral and do a great job with it, and then continue the cultivation to obtain another referral and increase the monthly and annual volume from each source.

Just as staying in touch with past clients using a newsletter helps generate referrals, so does a newsletter tailored to professional referral sources.

Your newsletter can take a variety of forms. It can be a tips letter focused on providing marketing advice, since that may be how you first attracted the referral source. Here is an example of a marketing newsletter we use:

Creative Marketing Ideas for Law Firms

Or your newsletter can provide information in your specialty that helps the referral source with his or her clients or patients. A few examples of those types of topics are:

Bankruptcy — For credit counselors: Tips for Rebounding from a Financial Setback
Business litigation — For CPAs: Advice for Business Owners Considering or Facing a Contract Lawsuit
Criminal — For mental health professionals: When Your Patients Get Into Trouble with the Law
Estates — For financial advisors: How to Help Clients Facing a Financial Reversal
Family — For marriage counselors: 10 Steps for Rebuilding Your Marriage, My Advice for Married Couples After Handling Umpteen Divorces
Injury — For chiropractors: Advice for Injured People Considering Filing an Insurance Claim
Social Security disability — For physical therapists: Tips for Injured People Considering Filing a Social Security Disability Claim