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
Solo Sanity: How to Control the Anxiety
Hiring Your First Employee
How Law Firms Can Track Time
Securing Electronic Law Firm Data for Big and Small Firms
For Law Firm Success and Profit: Stress Management
Outside Looking In: Selling Legal Services
Law Firm Administrators’ Top Issues in Today’s Legal Environment
Finance 101: Tracking the IOLTA Trust Account
Listening to Learn - Legal Podcasts as Educational Tools
Solving Communication Avoidance in the Legal Profession
Android Phones: Getting Things Done in the Law Office
Legal Professionals, Managing Time and Getting Things Done
Document Management Systems (DMS) for Attorneys
The Best Practice Tips Taken from ABA TECHSHOW over the Years
Best Practices for Keeping your Law Office Technology Running Smoothly
Creating a Better Law Office by Becoming Paperless
Macs in the Law Office
A Look at Google for Lawyers
Legal Marketing with Video
The ILTA Conference & the InsideLegal/ILTA Member Technology Purchasing Survey
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