Keeping clients engaged between matters is the key to establishing a fruitful, long term relationship.  Both for your commercial and private clients, even if many of the strategies, budgets, resources and plans are very different - with law firms either specialising in one of these areas or sectors, or providing a full range of these services.

We can help you with this ... and more.

Common to both Corporates and Private Clients:

• You can't target them all, so prioritise to play to your strengths.

• FOCUSED STRATEGY and pro-active plans to target and nurture your best prospects.

• Agree, share and regularly update account and sector plans.

• Make it easier for clients and referrers to refer and recommend.

• LinkedIn and e-marketing with intelligent automation to persistently source, qualify and nurture clients and prospects.

• Visual performance data to track, manage and constantly improve sales conversions.

• Map out and test the client journey to understand your clients' experience and identify opportunities.

• Centralised, automated "always-on" client feedback to provide live ammunition to work with.

• Revisit your approach to client and matter onboarding.

• Market intelligence at the right level.

• Create the role of "client service manager" or similar.

• Support and agree personal business development plans, with training.

For Corporate & Commerical:

• PLAN - Aim to add value for existing clients, target, qualify and convert the best new business.

• A user-friendly CRM system.

• Client listening, workshops and focus groups with clients, introducers, business advisor.

• Automated capture, enrichment and sharing of contact and business data in CRM.

• Key Account Management and shared client development plans.

• Sector research and automated feedback direct from prospects to develop new opportunities.

For Private Clients:

• PLAN - Aim for lifelong relationships, with your client, family, friends, work colleagues and business associates.

• Defined, agreed priority target segments and profiles to create focus for action and key messages.

• Joined up approach to conveyancing, wills, probate, tax.

• Put it on a map so your people understand the geography.

• Aim to work for executors ... today.

• Local market data to understand the market, competition, profile and geography of your area.

• Research local referrers - listening, focus groups.

• Property logbooks to maintain contact.

• Training on how to deal with telephone quotes .

• Mystery shopping.

Contact:  Allan Carton

YOUR NEXT STEP:  Schedule a free 1-hour video or telephone call here with Allan Carton. 

Call 0161 929 8355 or email here.