Community Table: CRMs, Hiring Done Right, and Value vs. Discounts

Un-Billable Hour: Business Management Strategies for the Busy Lawyer

In this episode’s discussions around the Community Table:

• Adding a Customer Relationship Management (CRM) program for your law firm? Hear the struggles one small firm is facing as it looks to automate CRM duties. Start with knowing what you need, how you’ll keep up with clients and follow up on leads. Software is just a tool. Without a plan, it’s useless. Start with a “sequence of contact” (and no BS).
• “Misfiring” when you hire a new associate can be a headache (and expensive). How do you make sure it’s a good fit before you hire, instead of learning you made a mistake later? Treat recruiting as marketing. Start with a clear message. Know what you want and tell people.
• Are you offering discounts? Here’s the thing: people don’t always want discounts; they want value. A good deal isn’t about money, it’s about service. Give clients more, don’t charge less. Make them feel special. (Do you know what a lagniappe is?)

Mentioned in This Episode:

Constant Contact

Hubspot

Zoho CRM

Keap

Clio Grow

Lawmatics

“Origin and Meaning of the Word Lagniappe”

Join the next Community Table live. What’s on your mind?