Marketing and sales are keys to building your business. But where do they meet? It takes two to tango, and “Intake” is the junction. Good intake is always worth the effort.
Guest Bo Royal is co-founder of Pareto Legal and has worked with several Fortune 1,000 companies and scores of law firms. He specializes in helping small and medium sized law firms build their business and strengthen their intake process.
Data tracking and quality matters. Follow the trail, understand how the marketing funnel is working and where to get prospects in the door and sign that retainer. Intake is about nurturing inbound leads – the results of your advertising and marketing – and turning them into clients.
Intake can make or break all of your marketing and sales efforts. Don’t build a “leaky bucket.” You worked hard, and spent a lot, to develop leads. This is an important episode that can help you go that last mile from generating interest to capturing revenue. Track the “journey” of every prospect. It’s not luck, it’s a process.
Mentioned in this Episode:
Pareto Legal
Pareto PPC LinkedIn
Lawmatics
Needles legal software
Hubspot
Clio Grow
Google Analytics for beginners
Join The Un-Billable Hour Community Table
When It’s Time To Produce, It’s About Your Team: Who’s Running The Show?
Community Table: The Hiring (And Firing?) Edition
The Future Is Yours: Automation, Efficiency, And Scale
Community Table: Closing The Sale! Plus, Stalking The Niche Client
Follow Up, Or Fall Behind: Converting The Lead
Community Table: What To Fix When Revenue Dips || Designating Tasks, Trusting Your Team
Community Table: Say “No” Without Losing Clients || Expanding To A New Market
Can You Hear Me Now? Podcasts And Your (Legal) Marketing
Production: It Starts With Recruiting The Right People
Community Table: What Does Your Firm Really Do? Plus, Doing The Math, Adding Staff Can Boost Profits
Community Table: Hiring a Contract Temp and Finding a “Serious” Job Applicant
Marketing Is Metrics: The Cost of New Business Acquisition
Standing Still Is Not OK: Today’s Legal Tech
Community Table: Focus Your Practice. Plus, Successfully “Offboarding” Fired Employees
Business Systems: Stop Trying To Do Everything Yourself.
Community Table: Job Offers, Employee Contract Negotiations, and Evaluating New Hires
The Right Tech: Get Control of Your Practice Management Software
Community Table: When It’s Time To Fire An Employee…
Acquisition Best Practices: Learning To Love Your Leads
Community Table: Dissecting the Client Intake Process
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