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
Your Information, Their Decision
Coaching to Success
Herding Cats
Help Is Easier to Get
Law Firm Growth Is No Accident
It’s Not About the Leads, It’s What You Do With Them
Business Development: Planning and Practicing
Being a Business Visionary
Data Is Such a Powerful Tool
Profit First: Helping Law Firm Owners Serve Their Clients Best
Pivoting to Help People
What Clients Want: Bringing AI to Your Business
Fixed vs. Growth Mindset and the Effect of Leading Your Team to Growth
Putting Culture First: How and Why to Intentionally Create Yours
Getting Optimized, or More, or Some Results From Your Law Firm Technology
How to Grow in Times of Uncertainty
Protecting Privacy and Other Concerns of the Remote Workforce
Pay Attention to What You’ve Got
Your Number One Job as an Attorney — Get Paid!
Into the Future with the Client-Centered Law Firm
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