Two ways for your intake to sign more clients:
Method 1
Adam Rossen on more effective intake
About Adam Rossen
Adam is the founder of a 20-person criminal law firm in southern Florida. His three-year growth rate is an impressive 240%. That growth has been driven primarily by digital marketing, which leans heavily on 750 positive reviews and an effective intake process..
VIDEO TRANSCRIPT
Tell us about your intake. Let’s say a call comes through or maybe an online enquiry form comes through, what then happens on your end?

[12:23] “I’m still very involved in marketing, and even more so in intake. The more conferences I go to and see lawyers with firms way bigger than mine, everybody says the same thing. It’s intake, intake, intake.”

[12:40] “So we’re very involved. Speed is important for criminal defense. Also making sure people feel calm, understood, and listened to. We are their bastion of hope. We are their security blanket.”

[13:00] “We don’t do hard sales; we build relationships, but it is also making sure that we’re on top of things. When we say we’re going to do something, we do it. If we schedule them for a phone or zoom appointment, then we’re not late. We’re not going to miss it. We are all over the phones and making sure that we are always available.”

[13:25] “I was at a conference last week and I took a call at 10:30 pm. That’s what we do. We always have attorneys on call nights and weekends, and it was my turn. In criminal defense, nobody plans for this. We’re like emergency room doctors. There are some doctors that have their office, and there are other ones that run the E.R. That is us.”

How do you keep that high level of customer service consistent throughout your firm, from the person answering a phone all the way through?

[14:23] “It takes a lot of coaching and a lot of mentoring. But it goes back to having clearly defined core values and then hiring, firing, and training based on those core values.”

[14:36] “It’s something we have learned a lot about in the last three years. It starts with hiring, which is designed like our marketing to attract and repel. So first and foremost, it’s about people who wouldn’t be a good fit or don’t fit our core values or don’t understand what we do for people here.”

[15:09] “We have invested heavily in training in the last two years, and we have built tons of modules, videos, and tests for training for many of our departments. We record our calls, and go over them as a team. We have scripts, but always want to make sure we don’t take out the human component of it. Right? ‘I got arrested and the police beat me up.’ ‘Okay, where do you live? Because that was the next question, right?”

[15:46] “We want to hire naturally empathetic people and then continue to motivate them and give them tips, tricks, and responses for different scenarios that they might encounter like objections to price.”

How far is the initial intake person taking the prospect? When is the prospect passed off to the next level?

[16:20] “I know some firms have non-attorney salespeople. We don’t believe in having attorneys do it because we do it differently. We don’t do consults; we do strategy sessions. Our strategy sessions run 45-90 minutes. We’re not giving legal advice; we’re giving legal analysis. We do have a script that we follow. But we first get to know you as a human being.”

[17:02] “We need to get to know you. If I was to represent you versus somebody else for the same charge and similar facts, the representation could differ based on what you have to lose, where you’re going, and where you are in your life. Our big focus is building the relationship. We go slowly through that process and it builds trust. And trust is what I think all of this is about.”

Method 2
Have us audit and improve your intake
We take a four-step approach to increasing your intake closing percentage:
1. Secret shopper calls.
We reach out to your firm a variety of ways, at different times, using an array of fact patterns, and with diverse personalities. We grade each conversation on 10 different measures, and with your permission, record each one.
2. Detailed report with recommendations.
After identifying the shortcomings (every firm has them), we summarize them with links to supporting transcripts and recordings. We include suggestions on how to remedy the problems we found.
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3. Training with role play.
After explaining our improvement process to you, we work with your team members on lifting their performances using Zoom meetings, written guidance, and practice calls.
4. Follow-up calls and nudges.
Upon completion of training, we periodically make test calls to ensure that our suggestions stick. If not, we repeat some of our lessons as needed.
Intake improvement is not a fix-it-and-forget-it process. Periodic checkups and reminders are needed to maintain peak effectiveness.
This intake improvement work, and much more, is included as part of our comprehensive $1,995/month Social+Growth service. You also receive:
    ✔️  Leads from social media with no shoots required
    ✔️  A custom book you permanently keep
    ✔️  Introductions to new professional referral sources
    ✔️  Custom marketing automations
    ✔️  1:1 marketing guidance from me
    Click below for details.
    Kara Prior
    President, James Publishing
    Founder, Social+Growth
    More leads, referrals, and conversions