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OnDemand Webinar

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 Webinar

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

Maddy Martin is the head of marketing and partnerships for Smith.ai, which provides small-business communication services, including their virtual receptionist and intake service, live web chat, and Keypad cloud phone system. She has spent the last decade growing tech startups from New York to California, and has expertise in digital, email, influencer, content, event, and social media marketing; small-business communications; lead conversion and intake; and business workflow automation. Maddy can be reached 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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With This Course

Access to all training products for one year
$699/year

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With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire 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!