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OnDemand Course

Best Practices in Converting More Clients for Legal and Financial Professionals

It might be time for an overhaul of the system that your law firm or finance business uses for responding to potential clients.

In this session, you will learn how to convert more leads into new clients using a combination of efficient communication tools and automated workflows. You'll receive examples of the best lead qualification questions, lead intake forms, software, and services, as well as a playbook of best practices - all of which will radically improve your process for capturing, qualifying, and securing new clients. Whether you're a new or seasoned small business owner, a technophobe or technophile, you're going to learn something new and impactful in this seminar.

Runtime: 65 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Learn the Best Approaches to Lead-Qualification and New-Client Intake Questions and How to Standardize Them

Learn How to Use Communication Tools Like Call Routing, Receptionist Services, Email Drips, and Web Chat With Your CRM, Business Management Software, and Calendaring Software for Effective Lead Capture, Qualification, and Conversion

Learn How to Maximize Efficiency When Converting Leads to Clients With Automated Workflows Between Your Software and Services

Learn How to Filter out 'Bad' Leads, and How to Monetize and Automate Referrals to Other Recommended Businesses When Leads Don't Meet Your New-Client Criteria

Learn How Make Smarter Marketing Choices by Tracking and Analyzing Your New-Client Pipeline

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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on October 23, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Maddy Martin

Maddy Martin

  • As head of growth and education at Smith.ai, she developed CLE-accredited law firm communications playbook and library, adopted as professional development materials at bar associations across the U.S.; established the first-ever affiliate program, guest blogging program, co-marketing program, and co-hosted events program at this highly acclaimed virtual receptionist and web chat company
  • As general manager of content and community at YourMechanic (the “Uber of Car Repair,” offering onsite car repair and maintenance), developed and ran award-winning free car advice site, YourMechanic Advice
  • Won the 2016 Women in Auto Care award for Best Consumer Website for Car Owners; first runner-up for the 2017 Webby Award in the category websites: car sites and car culture
  • Directed the development of over 6,000 articles and 25,000 answered questions, including all internal systems for production and display of content, resulting in an increase from 50,000 Advice site visitors (6% of traffic) in Feb. 2016 to 3 million in Dec. 2016 (67% of traffic)
  • Launched free Ask a Mechanic online Q&A platform, in close partnership with engineering and design teams; produced 25,000+ answers to car owners' questions with a team of 20 expert mechanic contributors; answers were provided to consumers within 24 hours
  • Managed internal team of 10 employees and contract editors, combined with a freelance team of 25 writers, editors, and illustrators
  • As director of audience development at food lifestyle and cooking site Food52.com, doubled referral traffic YOY through ongoing content partnerships with Yahoo, Huffington Post, BuzzFeed, Slate, POPSUGAR, Lifehacker, and more
  • As inaugural new media manager for YMCA of Metropolitan Washington (17 branches across D.C., Southern Maryland, and Northern Virginia), launched first-ever social media strategy and orchestrated digital roll-out of YMCA rebranding, for the first logo and brand change in the organization’s 160+ year history
  • Can be contacted at [email protected]
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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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$699/year

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Product ID: 404855
Published 2018
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Available in Multiple Formats

Purchase this course and learn on your schedule!