Call Us Today!
Call Us Today!
We’re truly honored to be EAY 2022 finalists, and we would not be here today if it wasn’t for all of the AMAZING support and advice we’ve received from the Partner’s Club family over the years! In that spirit of giving — and, lets be honest, a shameless application of reciprocity selling — we’ve shared some goodies below that we hope you will find helpful in your firm (and, for those on the fence, will win your vote!)
This is Jack’s monthly financial lode star, giving the financial state and health of the firm at a glance with the right balance of additional detail to effectively “keep his hand on the knob.”
We sell to leads directly over the phone, so we applied the principles of Michael’s “19 Steps” to our outbound Facebook phone sales script. Full disclosure: we are still implementing this script with 4iiz and it is currently UNTESTED!
We worked with Darin at Advantage Attorney to implement an AI-based web chat bot to qualify intakes and attempt to sales using the 19 steps principles. This is the script we provided to Darin to base the chat off of.
Anyone who has practiced law knows that getting clients to show up at hearings can be a challenge. This is our hearing SMS + e-mail reminder sequence we built with Local Pulse Marketing.
How many times have you had someone miss a scheduled call with an attorney? This is our 30-day SMS + email reminder sequence for attorney-client conference calls.
Unfortunately we don’t have true omni-channel communication in place for our staff yet. As a stop-gap measure, we created these “canned” SMS messages our case managers can send out to clients to address common problems (e.g. bad addresses/returned mail, needed signatures/forms, full voicemail, et cetera).
This was a sequence of emails we used to promote an Estate Planning Lunch & Learn event to an email list we got from 3D Mail.