Do’s and Don’t of the Client Intake Process

more+
less-

In continuing our series on client engagement, we are covering how your intake process (or lack thereof) affects the number of prospects—and eventually paying clients—who make it into your office each month.

Hopefully by now you have a rough list of stats compiled that tells you how effective your overall client engagement process really is. But for the purpose of this lesson on client intake, I want you to grab that spreadsheet and focus on the number of prospects that called your office last week vs. the number of prospects that set up an appointment with your firm.

If you’re not showing at least a 50 % conversion rate and preferably 75%, you need to take a closer look at how your intake is being handled.

LOADING PDF: If there are any problems, click here to download the file.

Published In: Business Organization Updates, Family Law Updates, Firm Marketing Updates, Wills, Trusts, & Estate Planning Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Law Business Revolution | Attorney Advertising

Don't miss a thing! Build a custom news brief:

Read fresh new writing on compliance, cybersecurity, Dodd-Frank, whistleblowers, social media, hiring & firing, patent reform, the NLRB, Obamacare, the SEC…

…or whatever matters the most to you. Follow authors, firms, and topics on JD Supra.

Create your news brief now - it's free and easy »