Get Started with the James Referral System
We are excited that you’re ready to begin with the Referral System.
Before we get started, it’s important that our goals are aligned and we’re on the same page.
Please take a few minutes to review the video and content on this page before we proceed with your Referral System program.
How our service works
1. We build your referral network.
We compile a list of local professionals, reach out to those attorneys and non-attorneys via phone and email, and schedule phone appointments for you with contacts interested in discussing a referral alliance. We provide coaching and tips for speaking to potential referral partners and support your new partnerships with gives and nudges.
2. We convert your prospective clients.
We install a resource page and FAQ popup on your website to engage more of your site visitors, both of which ask a qualifying question to identify the best prospects. We will then telephone the qualified prospects and suggest an office or phone appointment with you. Those who download your resource materials also receive an educational nurturing series and branded shock-and-awe package to keep you top-of-mind.
3. We expand and strengthen your client communication.
We provide an extensive collection of informative booklets and custom newsletters in both print and digital format for you to distribute to your client list. Also included are a meaty welcome kit for new clients, a reassurance email series to keep them informed of ongoing work, and email templates for keeping in touch with your contacts throughout your firm’s client life cycle.
“The newsletters and other publications have met with near-unanimous approval from our clients and networking partners.”
John Stokes, injury lawyer
What to Expect
Onboarding time commitment from you
– 45-minute onboarding call
– Collection of your bio, headshot, and firm logo
Ongoing time commitment from you
– Responding to emails and calls from your Customer Success Manager
– Taking referral partner calls and building relationships
– Communicating results, hurdles, needs, and preferences to our team
What we CANNOT do
– Maintain your referral partnerships on our own
– Be successful without your time, input, and dedication to the program
What we CAN do
– Introduce you to professionals who are interested in discussing a referral partnership with you
– Support your referral relationships with coaching, tips, gives, and nudges
– Provide you with more warm partner conversations and cultivation materials than you’d be able to achieve through any other channel
“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
How billing works
– No setup fee
– $595 billed upon delivery of your branded materials
– $595 per month thereafter
What to expect
– 1-2 referral partner phone appointments every month
– Support materials for your new referral relationships
– A 6-month network-building period before referrals begin flowing regularly
Want more detail?
– Read the overview and FAQs here
– Request a free copy of our 145-page educational ebook, How Small Law Firms Can Obtain More Referrals
100% Risk Free
The James Referral System comes with a 30-day money back guarantee. If you are unsatisfied for any reason within the first 30 days, we will refund 100% of your money.
We do this to ensure we are matched with law firms for which our service will work well.