THE COMPLETE GUIDE TO MARKETING YOUR LAW PRACTICE
American Bar Association – Law Practice Management Section -1999
-Chapter 6-
Marketing through the Spoken Word:
Conversations and Public Speaking
by
Robert N. Kohn
Lawrence M. Kohn
Introduction
The vast majority of your marketing effort will be dependent upon the spoken word. While the written word is an essential part of any marketing effort, the spoken word has many distinguishing qualities. One distinguishing quality is that it is interactive. Conversations provide an opportunity to receive immediate feedback. Prospects can ask questions and express their concerns and lawyers can immediately respond. This rapid exchange of information expedites the sales cycle.
Another quality of the spoken word is that it is multi-sensory. The spoken word allows lawyers to use body language, intonation, volume, rhythm and energy. These added qualities help lawyers give depth, meaning, and motivation to their marketing communications.
Marketing through the spoken word is comprised of two components – Sales dialogue and public speaking.
Sales dialogue for lawyers
Most lawyers feel uncomfortable and even hostile to the idea of sales dialogue. There is a strong anti-sales sentiment which is constantly reinforced by exposure to obnoxious, pushy and unknowledgeable salespeople. This negative stereotype of selling is prevalent in industries where the consummation of a sale represents the end of the interaction. For example, when someone buys a car, the sales person doesn’t handle the ongoing service. By contrast, for most lawyers, closing the sale means continuing the relationship. Pushy, abusive sales dialogue cannot work for lawyers whose clients expect trusting, supportive, loyal service.
Our goal in this chapter is to prove that sales dialogue can be appropriate and effective. In fact, after exposure to the techniques discussed in this chapter, many lawyers learn to appreciate that sales dialogue is emotionally gratifying and intellectually stimulating. It is emotionally gratifying because it develops friendships and financial security. It is intellectually stimulating because it requires clear thinking and sophisticated strategies.
Initiating sales dialogue
The first step in selling, is initiating sales dialogue. Most lawyers feel relatively comfortable in explaining their services to prospects who have expressed a need. In contrast, most lawyers find it much more difficult to initiate sales dialogue with prospects who have not yet expressed a need. Initiating sales dialogue exposes lawyers to the risk of feeling rejected and embarrassed, and of being perceived as pushy or needy. As a result, many lawyers prefer to simply wait until business comes in the door.
However, waiting for business to come in the door may be too slow. You may have to be more proactive in pursuing new prospects.
There are two groups of prospects that you can pursue: 1) People you know, and 2) Strangers. Of the two groups, we believe that your most immediate marketing opportunities are with the people you already know – your clients, friends, family, and business and social acquaintances. You have greater access to these contacts.
Initiating sales dialogue with Clients
Obviously, your best marketing opportunities are your existing clients. Satisfied clients can give you more work, and they can introduce you to their contacts. However, your clients may not be thinking about these issues, in which case, you will be required to initiate the subject.
Expanding client relationships
You may have clients with needs that could be served by either you or other members of your firm. The key to feeling comfortable in discussing additional services with clients is confirming that a need exists. If, in fact, there is a need, then initiating the subject is not only appropriate, but an obligation.
However, if you cannot anticipate client needs, here are two techniques for doing research. One technique is the client survey. A survey can be informal, such as asking for feedback on the work you are doing. Or, it can be a formal questionnaire. In either case, you could ask the question, “Are there other legal needs where the firm can be of assistance?” Another approach is to provide a detailed list of available services so that clients can learn about what is available.
The other technique for identifying client needs is an annual legal review. The purpose of the review is to help your clients look into the future. Ask your clients about their plans for the future and other issues in their lives about which you may not be aware. As you help clients look into the future, you may identify areas where you can be of assistance.
Leveraging relationships
Another marketing opportunity clients offer is the ability to introduce you to their contacts. For example, you should consider meeting their CPAs, bankers, and other advisors. This is not a problem if you need to meet them in the normal course of your work. On the other hand, if you don’t need to meet them to serve your client, it is still appropriate to request an introduction.
Another technique for meeting the contacts of your clients is to ask them about the organizations they support, such as trade organizations or charities. Getting involved in these organizations is a way of getting knowledgeable about the issues that affect their lives, and it will help you to meet their contacts.
As you initiate sales dialogue with clients, be sensitive to the concern of selling as you are practicing law. You don’t want to upset clients by selling to them on billable time.
Doing Business with Friends
Another group of potential prospects are friends (and family). However, many lawyers feel uncomfortable discussing the availability of their legal services with friends. One concern is the risk of losing the relationship by either imposing on it or failing to meet expectations. Another problem is not wanting to discuss sensitive personal matters.
While, these are valid concerns, it would be unfortunate to categorically dismiss the opportunity of doing business with friends. The fact is, friends can be a significant marketing resource. We know many lawyers who regularly represent and receive referrals from their friends. In fact, some friendships are significantly enhanced by a business relationship. We suggest that you analyze each friendship individually, carefully looking at the opportunities and risks. You may discover that it is appropriate to do business with a select group.
Initiating business conversations with Friends
Once a friend is identified as a prospect, the next question is, how do you appropriately bring up the subject of providing legal services? Here are some indirect and direct methods.
Describing your activities during the day
One indirect method is to increase your dialogue about the daily activities in your practice. For example, a common lost opportunity may be your response to the question, “What’s new?” Instead of saying, “Not much, what’s new with you?,” consider talking about an interesting case or legal issue.
You can also transition from social dialogue to business dialogue by identifying issues that appear in current events which also appear in your practice. For example, in talking about a current issue you could say, “I experienced something like that in my practice.” Another technique is to invi te your friends to law-related programs which they may find interesting. All of these indirect techniques help to paint a picture of you as a lawyer, as well as a friend.
‘Full disclosure’ technique
A much more direct approach for initiating the subject of business with friends is a technique we call, ‘Full Disclosure.’ Full Disclosure is the process of introducing a sensitive topic by first fully disclosing your feelings and concerns. For example, assume that you have a close friend who owns a business, and you think you could do a good job as their lawyer. But, you are uncomfortable suggesting it because you are worried that it might be perceived as an unwelcome offer.
An example of using the full disclosure technique would be to say something along the following lines: “I’d like to discuss something that is really important to me. I think it would be of great value to both of us. But before bringing it up, I want you to know that I feel a little uncomfortable mentioning it. I really value our friendship and I don’t want you to feel that I’m imposing on it in any way. If you are not comfortable with my suggestion, just let me know and I won’t bring it up again. With that in mind, I’d like to express my interest in the possibility of my becoming your lawyer.” This dialogue allows you to bring up a sensitive issue without placing your friend in an awkward position.
Of course, doing business with friends is a personal decision. Friendships are too valuable to be taken lightly. But, make sure that your concern about doing business with friends does not eliminate the possibility of harvesting this potentially valuable resource. In fact, you may find it helpful to remember the following poem:
Business With Friends
Business with friends offers great dividends.
In addition to cash, it’s relaxing.
Dinner out is a night off, as well as a write-off.
That’s why business with friends is less taxing.
Lawrence M. Kohn, 1985
Initiating sales dialogue with strangers
While much of your business may come from people you already know, you may find that you do not know enough people to build your practice. This means initiating dialogue with strangers.
A common opportunity for initiating sales dialogue with strangers is at a social gathering, such as a wedding, or a cocktail party. You learn that the person you have just met is a quality prospect. The question is whether or not it is appropriate to talk about your practice. And, if so, how do you bring up the subject?
Our rule of thumb is to not discuss your practice until someone asks you what you do for a living. Once you have been asked, it is socially appropriate to respond. However, it may be a long time, if ever, before you are asked about what you do for a living. So, if prospects fail to ask you what you do, ask them what they do. Generally, given an opportunity to describe their own business, they will return the favor. If they still don’t ask you what you do, you can comment on how issues which they are describing in their business apply to your practice as well.
Networking in a business-friendly environment
In the process of marketing, lawyers will inevitably find themselves at social functions designed specifically for the purpose of meeting prospects. While these events, if well- targeted, are extremely beneficial, lawyers may find them to be a distasteful experience.
It is common to feel insecure in a room filled with strangers. The solution is usually to look for a familiar face. And if you find someone you recognize, there is a strong possibility that you will visit with that person for the rest of the meeting. Here are some techniques that will minimize the unpleasantness and maximize the effectiveness of ‘working a room.’
Understanding your goals
One of the reasons lawyers find working a room distasteful is that they often do not have a clear understanding of their goals. They make the mistake of assuming that their goal is to be entertaining with witty remarks and quick repartee. This myth imposes pressure on lawyers who feel shy.
Another mistake is the desire to close the deal in the first meeting. However, it is unrealistic to think that you could meet someone for the first time at an event and convince them to hire you on the spot. Potential prospects may not have an immediate need for your services, or they may already have a relationship with another lawyer. When lawyers go for the close to quickly, they come across as being pushy.
At networking events, we recommend focusing on the following goals: 1) Meeting new prospects; 2) Qualifying prospects; 3) Maintaining an open line of communication; and, 4) Creating opportunities for follow-through.
Meeting new prospects
When you go to an event and find yourself in a sea of strangers, here are some tips to navigate the situation. First, arrive early. You will find that it is easier to make acquaintances when the room is relatively empty. It is much more difficult to meet people after they have already formed small groups. Furthermore, if you arrive late, you may miss valuable marketing opportunities.
Upon arrival, introduce yourself to the organization’s staff. They will know many of the members of the organization and will be glad to introduce you to appropriate contacts.
Another tip for meeting prospects is to go with a friend. Going with someone can ease the pressure of being alone in a room full of strangers. You can work as a team to meet people. But avoid the temptation of sticking together. If the function is for a meal, do not sit at the same table. Your goal is to meet others, not socialize with your team-mate. With this concept in mind, it is fascinating to observe how law firms will reserve a whole table at a networking event and stick together for the entire evening!
Introducing yourself to strangers
One of the difficulties with working a room, especially for lawyers who are new to networking, is the fear of introducing yourself to a complete stranger. One technique for overcoming this obstacle is to realize that many people at networking activities share the same fear and that you will be doing them a favor by taking the initiative to introduce yourself.
Begin by establishing eye contact. Establishing eye contact will help you determine whether or not someone is approachable. Then, the easiest technique for breaking the ice is to simply say, “Hello, may I introduce myself?”
Once you have broken the ice, you can talk about the organization which is sponsoring the event. For example, you could say, “I’m new to this group. Are you active in this organization?” Your goal at this early stage is to merely establish enough rapport so that you can begin qualifying them as potential prospects.
Qualifying prospects
After having established a little rapport, your next objective is to determine if the person is a qualified prospect. This requires asking in-depth questions. Instead of engaging in small- talk, ask questions that invite answers that will help you in the selling process.
Here is a list of some sample questions:
Obviously, one of the first questions you will ask is “What do you do for a living?” This will help you determine if they are in your client demographic. Then, you could ask, “Who are the kinds of people you do business with?” to find out if they are a potential referral source.
You may also want to know about their needs. You could ask, “What obstacles is your industry facing?” and “How are you planning on dealing with those obstacles?”
You could explore other marketing opportunities by asking, “What trade organizations are you involved with?”
Based upon the answers to these questions you can determine whether or not a prospect is worthy of your marketing attention. If they are, then your next goal is to make sure you have the ability to maintain an open line of communication.
Identifying and communicating similarities
One technique which helps to maintain an open line of communication is communicating that you share things in common such as, interests, values and contacts. We call these similarities, ‘Connectables,’ because they create connections between you and your prospects.
The technique for verbalizing connectables is to listen for similarities and point them out. For example, try to identify common interests such as hobbies or organizations. Identify that you have similar values such as the importance of family and charity. Look for common experiences in your past such as having gone to the same school or having lived in the same city. Identifying connectables will increase the feeling of safety in working with you, create a bond between you and your prospects, build trust, and create opportunities for doing things together.
Responding to the question, “What you do for a living?”
A frequently asked question at networking events is, “What do you do for a living?” Keep in mind, when someone asks this question, they are really asking, “How can you help me?” That is what they care about. Instead of simply responding, “I’m a lawyer. What do you do?,” the answer to the question should be structured to respond to the underlying value you offer. For example, a tax lawyer ultimately will help a client save tax dollars. Therefore the answer to the question is, “I help people save tax dollars – I’m a tax lawyer.” The goal is to keep the door open by quickly communicating that there is a reason to build the relationship.
However, keep in mind that telling prospects what you do for a living is not nearly as important as finding out whether or not you can help them. When prospects ask you what you do for a living, be prepared to tell them something about what you do, but then quickly shift the focus back to them. As you learn about their needs, you will be in a better position to describe how your services will be helpful to them.
Requesting the business card
Once you’ve met someone who you have identified as a quality prospect, make sure that you ask for their business card. Instead of asking for a card, often lawyers will say, “Here is my card. Give me a call.” The problem with this technique is that prospects may lose your card or forget to call you. If you get their card, then you are in control of the ability to further the relationship.
‘Marketing at the Moment’
Too often, lawyers ask for a business card with the intention of following up, but never do. To insure follow-through, we recommend, as you engage in conversations, that you make a commitment to implement some future activity. We call this technique, “Marketing at the Moment.”
Making a commitment to either to mail something or to call and schedule a future meeting, forces you to take action and further the relationship. Write down your commitment on the prospect’s business card so that you will remember it later. Then, when you do follow through, it will demonstrate to your prospect that you are someone who honors commitments.
Sentences to say to excuse yourself from a conversation
One of the challenges in working a room is not knowing how to tactfully extricate yourself from a conversation with a non-qualified prospect. One universal signal that brings closure to a conversation is the question, “May I have your card?” Another technique is to spot someone else in the room who you would like to meet and say, “I hope you don’t mind, but I see someone over there I’d like to visit.” Always comment that you have enjoyed meeting the person before you leave – Never burn bridges.
Adding names to your mailing list
Finally, after you leave an event, take a moment and review the cards you have collected. On each card, write down whatever you can remember about each good contact and make sure that they get added to your mailing list. Remember, your goal is to build relationships. Not putting a prospect on your mailing list for follow-up renders the effort of meeting people virtually meaningless.
Working a room can be an important part of your marketing effort. Effectively implemented, it is a way to meet new prospects. And while it may at first appear to be an unpleasant experience, with some practice, many lawyers actually find it fun as well as financially rewarding.
Sales dialogue with qualified prospects
As you follow through with qualified prospects, it is important to understand that in deciding who they should hire, prospects will have varying criteria. Some prospects may have only a few criteria such as adequate skills and affordable fees. Other prospects may have more elaborate criteria, such as a diploma from a particular school or a connection to a certain social group. Before attempting to close the sale, make sure you understand your prospects’ criteria. This requires active listening.
Active Listening
Active listening means focusing on the statements of your prospects and stimulating their continued communication. One technique for stimulating their conversation is by asking meaningful and insightful questions. Obviously, you will want to ask questions concerning the facts about their legal needs.
In addition to learning about their legal needs, you should also ask questions about any past experiences they may have had with lawyers, their expectations in working with you, and if possible, their interests and personal background. The more you know about your prospects, the easier it will be to satisfy their criteria.
Here are some additional techniques for active listening. Make sure you maintain consistent eye contact. Wandering eyes communicate boredom and disrespect. If you are uncomfortable with maintaining eye contact try looking at the speaker’s mouth or the bridge of their nose.
Another method for stimulating communication is providing supportive sounds and gestures such as, “Uh huh,” or “Hmm,” as you nod your head and smile. Use supportive words such as, “That’s interesting,” or “I hear what you’re saying.” It is no secret that people enjoy talking about themselves, and will do it freely if you if you show genuine interest in what they are saying.
And finally, make sure that you confirm your understanding of what they have said. Ask questions such as: “Are we on target regarding your needs,” and wait for a response. Don’t assume that you understand their situation until they acknowledge that you do.
Revealing worth
Once you understand the criteria of your prospects, the next step is in revealing that you possess the necessary qualities which will satisfy those criteria. These qualities usually include expertise, quality of service, and personality.
1) Expertise
Most prospects will want to be convinced that you have the expertise to handle their matters. So, you need to be able to discuss your knowledge, skills, and experience. While you can give them a brochure or biography, don’t be surprised if they never read it. And since many prospects may not know how to interview you, they may not ask specifics about your expertise.
To communicate expertise as you speak with prospects, make sure you weave in facts about your background and credentials, such as where you attended law school, any awards or honors you may have received, articles you’ve written, and speeches you’ve given. Describe bar association committees on which you have participated, and other important legal organizations in which you are involved. And, if possible, provide the names of satisfied clients. When you are discussing a particular problem, cite cases that support your position and discuss your track record with similar situations.
2) Quality of service
Sales dialogue about the quality of your service involves information about your responsiveness, fees, procedures, partners, support staff, and other valuable resources. Most lawyers we know say that they offer good service. But, claiming to offer good service has little impact on prospects because everyone claims the same thing. Merely saying you offer good service has no meaning unless you can support it.
One way to support the quality of your service is to mention specific details about your practice such as, “I carry a beeper”; “We always return phone calls by 5:00”; “We offer to take calls at home”; or, “We are acquainted with contacts who would be valuable for you to meet.” But, be careful about the risk of name dropping. Only mention names of people who will unquestionably take your call.
4) Personality
Another important goal in your sales dialogue is differentiating yourself from the competition. Legal expertise and quality of service alone are often not enough to position you as being unique. In fact, many prospects are not sufficiently knowledgeable in legal issues to even appreciate expertise or service. One of the most important qualities that will distinguish you from the competition is your personality.
Self Image Assessment
The following list identifies several personality traits that we believe are important to reveal. We recommend that you take a moment and consider which personality traits will be important for you to reveal to your prospects.
Aggressive Intelligent
Conscientious Loyal
Courageous Patient
Creative Persistent
Empathic Reasonable
Energetic Responsible
Enthusiastic Self-confident
Ethical Supportive
Honest Trustworthy
Techniques for revealing positive personality traits
While these personality traits are some of the most important criteria prospects rely upon in hiring lawyers, they can also be the most difficult qualities to reveal. For example, let’s say you are proud of your ability to be “Creative.” Saying you are creative may seem like bragging. And also, as with describing the quality of your practice, simply stating it outright has little meaning unless you can support it. The solution to effectively revealing positive personality traits is in finding indirect methods of communicating that you possess them.
Examples and war stories
One way of indirectly revealing personality traits is by giving examples or telling stories in which these qualities were operative. Some of our clients call these stories, “War Stories,” because they often are depicted in environments of conflict.
Using the above example, instead of simply stating that you are creative, you could tell a story about a personal experience in which you faced a significant obstacle, but then you came up with a creative solution. This would indirectly reveal your creativity.
Let’s say you wanted to show that you are reasonable. You could give an example of a transaction in which you were able to balance the business needs of the client with your legal concerns and still close the deal.
Planning your examples
Using the above list, or other traits you would like to reveal, think of examples or war stories where those characteristics were operative. This will give you the ability to plan your dialogue in advance. By planning dialogue in advance, you will be more likely to incorporate these stories in your sales dialogue.
How to avoid revealing negative qualities
If you don’t make an effort to reveal specific personality traits, the risk is great that your prospects will not perceive or appreciate those qualities. In fact, there is a greater risk. If you are not clear about your personal qualities, you may inadvertently reveal qualities that make you undesirable.
We regularly see lawyers speaking in ways that do not accurately reflect their true personalities. We recently coached a lawyer who, prior to our guidance, would consistently decorate his dialogue with phrases like, “Sort of…”; “Kind of…”; “I’m not sure but…”, and “I’m afraid that…” Interestingly enough, he thought of himself as being decisive and self- assured. Yet his dialogue made him appear apologetic and insecure.
Here are some other common mistakes to avoid.
Don’t deliver too much technical information in a social conversation. An overabundance of purely technical information will be boring and position you as an intellectual elitist.
Eliminate off-color jokes and cultural slurs. While this may seem obvious, people regularly make these mistakes. Be aware of bad habits which may be acceptable in your social dialogue, but disastrous with prospects. Even minor infractions of this rule can be incredibly insulting.
Be careful not to show disrespect for clients. Lawyers sometimes forget that their clients are not supposed to know legal issues and then make fun of them for their lack of knowledge. This hurts you in your sales dialogue because your prospects will logically assume that you will feel the same way toward them.
There are many more negative qualities that you should be careful to avoid. Maintain constant vigilance to reveal characteristics that position you positively.
Talking about money
Once you are satisfied that you understand the criteria of your prospects and that you have adequately communicated your worth, it is time to discuss your fees. It is important not to be defensive about any aspect of your terms. A lack of confidence in discussing your fees could easily be misinterpreted as a lack of confidence in your legal skills.
Obstacles to talking about money
One reason many lawyers are not confident in discussing their fees is that they are defensive about the subject of money. It is interesting that lawyers can be so effective in discussing the financial needs of their clients, but when it comes to talking about the money for themselves they feel uncomfortable. This attitude about money may stem from prevalent beliefs that money is tainted. A well-known proverb is that “The love of money is the root of all evil.”
Negative attitudes about money may also stem from a fear of being greedy, a lack of confidence in self-worth, and lack of familiarity with the competition. Here are some ideas that should help to alleviate the anxiety associated with talking about money.
Talking about the money requires that you look at law as a business. You should have a clear understanding of all of the costs of doing business, including depreciation, write-offs, and marketing. Similarly, you should be aware of what the competition is charging. Thinking of your practice as a business will help you quote fees with confidence.
Another technique is to be mindful of all the benefits you bring to your prospects. Most lawyers we know underestimate their value, especially those who feel that they are not living up to their own standards. Regardless of talent, some lawyers minimize their worth by judging themselves too harshly. So, it is important to focus on all of the benefits you bring to your prospects.
Focus on benefits in comparison to fees
When you quote your rates, always do so in relation to benefits. The first type of benefit is your ability to help your prospects make more money. Virtually every transaction makes money by either increasing the client’s profits or minimizing their liabilities. In quoting fees you should explain to your prospect the financial impact of your service. It is easier to quote fees when they are smaller than the benefits.
Also, remember all of the ways you bring value to your prospects in addition to the financial benefits such as your ability to reduce their anxiety and introduce them to other contacts. While these qualities may be difficult to appraise, an awareness of them makes it easier for you to quote and for your prospects to appreciate your fees.
Getting started
The goal in sales dialogue is to receive and reveal enough information so that prospects will ask to get started. If they don’t ask and you believe that you have invested enough time in the process, it is time to accelerate the close.
For certain prospects, such as large institutions, who are accustomed to using many lawyers, an effective approach is to ask, “What are the procedures for becoming an approved provider?” Usually large institutions have written procedures for getting on their approved provider list.
For prospects without written procedures, the best way of accelerating the close is to simply start solving your prospects’ problems and begin doing the work. For example, you may offer to do some research or make a phone call on their behalf. By starting, you “assume the close” and hopefully prospects will consider the relationship established.
If you can’t just get started, the second best technique for accelerating the close is to be forthright and state in effect, “I’d like very much to represent you. Are you ready to proceed?” If the prospects are not ready, then you need to find out their objections.
Overcoming objections
When prospects express objections, it is important not to respond negatively or defensively. You want to avoid confrontation or weakness with prospects. Negative communication about one small point could cloud the entire sales process.
We suggest using a technique we call, “Agree and Clarify.” This technique requires that you find some aspect of the objection with which you can agree. For example, if a prospect objects to your fees, you can agree that it is important to be cost conscious. Then, you can clarify your position by explaining the value you offer.
Stay in touch
Don’t be surprised if it takes a long time to win the client. Many lawyers give up too easily when prospects are slow to hire them. Keep in mind that in sales, a “No” means, “No, not now.” Just because you are unable to close prospects today, does not necessarily mean they are no longer prospects. The key in sales dialogue for lawyers is follow-through. The goal is to maintain a positive presence in the lives of your prospects until they ultimately have the need for your services. As stated before, never burn bridges! Circumstances can change dramatically. We have heard amazing stories of non-prospects converting into clients.
Using Voice Mail
In furthering relationships, you will inevitably be swapping voice mail messages with prospects. It is often difficult to reach people during the day and voice mail is an effective technique for furthering relationships. Busy schedules could result in weeks of missing each other or never getting a call-back.
While some lawyers may see voice mail as a barrier to the sales process, we see it as an advantage. Using voice mail is superior to leaving messages with a secretary or receptionist. Humans are rushed, or they make mistakes. And, humans cannot deliver your message with the same power and authority that can be communicated through your voice.
Here are some technique for using voice mail in furthering relationships.
Outgoing Messages
First, make sure your outgoing voice mail message makes it easy for prospects to leave messages. Make your outgoing message brief, and leave good instructions for getting the caller’s name and phone number. Also, if you have a voice mail system which allows callers to press pound at any time in order to leave a message, make sure you say so at the beginning of your outgoing message. It is really annoying for prospects to have to listen to lengthy messages and then find out all they had to do was press pound to stop your message and begin recording.
Leaving voice mail messages that invite a response
We regularly hear lawyers complaining that their messages to prospects are not being returned. To stimulate a return call, leave messages that invite a response. For example, if you have something of value to communicate, leave a message that says, “Please call me when you get a chance. I have something that I believe will be helpful to you.”
If you want to have lunch with someone, leave a message suggesting that you get together for lunch and offer some potential dates. Then, request that they get back as soon as possible by either selecting one of the dates you offered or by offering alternatives. This approach allows you to schedule without having live contact.
A variation of scheduling a face-to-face meeting would be to schedule a telephone appointment. Leave a message saying that you are going to call at a certain date and time, and if that date and time is not convenient, to please call with some alternatives.
You can also use voicemail to invite people to events. Then, instruct them to RSVP by a certain date.
Another effective use of voice mail is communicating with the press. You can call editors and reporters and pitch your ideas for articles or offer your expertise as a quotable source right on their voice mail. We have found that many editors and reporters respond promptly.
Summary on sales dialogue
As you understand and experiment with the sales dialogue techniques mentioned above, we are confident that you, like every other rainmaker, will learn that selling is not only appropriate, but also, it is sophisticated, exciting and fun. A limitation to sales dialogue is that it usually restricted to small numbers of prospects at any point in time. If you want to communicate with larger numbers, you should consider public speaking as a marketing technique.
Public Speaking as a Marketing Technique
Of all the marketing techniques available to lawyers, we believe that public speaking stands out as one of the most effective. Well-targeted public speaking provides exposure to large numbers of quality prospects and referral sources. Members of the audience, by virtue of attendance, have demonstrated an interest in your topic and are more likely to perceive the need for your services. Even speaking to other lawyers can be an excellent marketing opportunity due to areas of specialty or conflicts of interest.
Another benefit of public speaking is in the effort of preparing the speech. The research, organization and scripting of a speech helps you clarify your thinking about a topic and creates not only the speech, but also valuable dialogue.
Once implemented, a quality speech will increase your self-esteem and self confidence. It will also position you as a leader in your field and enhance your resume.
Public speaking as a marketing technique
Most lawyers think that the best way to use public speaking as a marketing technique is to educate their audience. This is based on the belief that if the audience finds the information helpful they will, in turn be more inclined to hire the lawyer. While we agree that education is an important motivational element of your speech, we believe that education alone is not enough.
As with sales dialogue, you want to communicate to prospects that you are the right person to help them with their needs. You want to reveal all of the qualities that will help the audience feel connected to you. And finally, you want to create opportunities for follow- through.
But, unlike sales dialogue, speeches are primarily monologues and they present additional challenges. Greater distance between you and the audience makes it more difficult to keep their attention. Subtle expressions and gestures will not be noticed. There is less opportunity for eye contact. There is less opportunity to ask and respond to specific questions. There is uninterrupted speaking for a prolonged period of time. You have to be more general so that you can appeal to a more diverse audience. Because of these differences, speeches require some additional selling techniques.
Meeting the audience
Before the program begins, try to meet members of the audience. Introduce yourself as the speaker and ask if they have any specific issues they would like you to address during your presentation. Meeting members of the audience beforehand will allow you to personalize your presentation which will help you to gain and keep the audience’s attention.
Preparing your introduction for the host
Another technique for stimulating audience attention is preparing your introduction for the host. Often, the host’s introduction isn’t stimulating to the audience. They just read your biography. Ideally, the host should prepare the audience so that they will be optimistic and enthusiastic about the upcoming presentation. For example, consider the following introduction:
“I’m pleased to introduce someone who is a close friend of our organization. Many of us already know him as a great asset to us. Here are a few of his achievements (from biography). His topic today will help us in our ability to earn a living. Please join me in giving a warm welcome to …”
Additionally, ask the host to share a personal experience. “I have personally worked with _____, and found him to be very helpful.” This type of introduction will stimulate more attentiveness than simply a recitation of your biography.
The Open
An important part of a speech is making a good first impression. Since you don’t have a lot of time to make your first impression, it is important that everything you do and say in the first moments of your speech positions you as someone worthy of their attention.
It is important to communicate self-confidence, so be sure to have good posture, try to establish eye contact with as many people as you can, and smile. Remember the following phrase as you walk up to the lectern – “Tall, focused and happy.”
A common dilemma is not knowing whether or not to open with a joke. Opening your speech with a joke is very risky. We advise against it unless you are extremely skilled in telling jokes. Jokes are often insulting or not funny. In ether case, it takes a lot of time to recover, if ever.
Be especially cautious about self deprecating humor. While this may seem like a good way to entertain the audience, more often than not, it positions the speaker as being weak or deficient in some area. We recently coached a lawyer who, prior to our guidance, wanted to prove to his audience that he was an exceptional negotiator. Unfortunately, he decorated his speech with stories and examples using self-deprecating humor that inadvertently positioned him as being a poor negotiator. While his comments made the audience laugh, his failure to communicate his worth was anything but funny.
An alternative method for starting a speech is to tell a story which has the same main point as your speech. A story makes the point more interesting and memorable. It creates drama, and gives the speech direction. The story could be the history of your topic, or why you became interested. We recommend that you make it a personal story. Personal stories are easy to tell and often relate well to an audience.
Another effective technique for opening a speech is to clearly state your goals and objectives. In this way the audience knows how they will benefit from your speech and that they should pay attention.
Importance of content
In our role as coaches in public speaking skills, we have observed that other trainers focus primarily on delivery skills rather than content. While delivery skills are important, we have found that superior content produces superior delivery. When you are confident that your speech has information that is valuable and easy to understand, you will naturally be more expressive in your delivery.
A simple technique to insure that your speech is informative and understandable is to provide lots of tips. Audiences regularly comment on how much they appreciate tips. In fact, we often hear comments such as, “If I can leave a program with one new tip, I’m satisfied that the program was worth while.” With this in mind, here is our tip – Offer a dozen.
Sound Bites
A technique for making points that are both understandable and memorable is using ‘sound bites.’ A sound bite is a small number of words revealing a great deal of meaning. An example in the advertising industry is the famous question, “Where’s the beef?” This sound- bite captures the concept of a competitor’s inferiority, making it understandable and memorable. The strategy of using sound-bites is appropriately and easily applied to legal issues.
Using notes
We believe that it is perfectly appropriate to use notes when you speak. Your audience will be pleased with useful information and not be concerned that it was not memorized. However, the risk in using notes is that you will refer to them too frequently and lose contact with the audience. Try to use notes as a reminder – not a script.
Here are some tips for using notes. Use a large font size, such as 20 points or more. A large font will help you see your notes, and still maintain contact with the audience. Another tip is to use colored markers to identify important points. One more tip is to write your notes in narrow columns similar to the layout of a newspaper or magazine. By stacking the words in narrow columns it is easier to see the entire thought at a glance, as compared to reading across a full page.
Memorizing
While it is acceptable to use notes, there is a great benefit in memorizing material. If you are not dependent upon notes, it will be easier to be animated and focused on the audience. A technique that we recommend for memorizing information is to memorize both the introductory and last sentences of each main point. This approach is similar to the structure of a joke. The opening line and punch-line are delivered as written while the rest of the content can be less structured. It is not necessary to remember the entire text word-for- word as long as you communicate the main ideas. The memorized closing statement guarantees delivering it with power.
Enhancements
Another technique to improve your speech is to decorate your main points. You can decorate your main points with examples, metaphors, stories, and quotes. Try to select these enhancements from unusual environments which may not directly relate to the topic at hand. For example, you could quote from a popular song, take an example from science, or tell a personal anecdote about your family. By drawing on information outside the legal topic you bring life to your presentation.
Audio/Visual equipment
The purpose of audio/visuals is to increase interest and enhance meaning. However, most speakers we see who use audio/visual equipment to support their presentation use it in a way that actually detracts from it. Too often, the use of overhead projectors gives an audience the opportunity to daydream. And, if you turn down the lights, it might be an opportunity to take a nap. If you use audio/visual equipment, make sure it adds value to the presentation, such as music, or a film clip.
Another risk in using audio/visual equipment is that it may not function. So, be sure to either have a backup or be prepared to speak without it.
Handouts
Conventional wisdom is to provide the audience with reams of written material. While in some cases this may be a requirement, as with continuing education programs, it is our belief that extensive hand-outs can be contrary to your best interests. If the purpose of the speech is to sell yourself, you want the audience to focus on you and not the written materials. Extensive materials create the impression that your entire content could be read at a later time. This allows the audience to be distracted.
We believe one of the best ways to increase interest and enhance learning is the “Fill-in handout.” Unlike conventional handouts which provide printed information, the fill-in handouts are predominantly blank with spaces that allow the audience to take notes. The technique is to verbally provide information and instruct the audience about how to fill in the blanks. This approach forces audiences to pay attention. Once written, the audience feels greater ownership of the material.
Encouraging audience participation
Another way to improve your speech is to promote audience participation. Try to ask questions and stimulate discussion. As you stimulate the audience to think you will maintain their interest. To maximize the effectiveness of this approach, be sure that you are supportive of their remarks. Be careful not to criticize or embarrass anyone. Even subtle negativity will discourage continued participation.
If you plan on asking questions to stimulate audience participation, make sure that you ask questions which the audience will be motivated to answer. A common mistake speakers make is asking questions which require a specific answer. It is an technique many of us learned from our teachers and professors. However, instead of stimulating a response, this approach will actually inhibit audience participation. Members of the audience will feel embarrassed for either not knowing the answer, or worse, giving the wrong answer. A superior approach is to ask the audience about their attitudes and experiences concerning the issues being discussed. Ask them what problems they have encountered and how they have solved those problems. If given the opportunity, audiences will be enthusiastic about sharing their feelings and opinions. And, at the same time, you will gain greater insight into their needs.
Timing your speech
As you write your speech, make sure you identify specific time slots for your main points. We recommend actually annotating your notes with time markers. You don’t want to make the mistake of focusing too long on one point at the expense of the rest of the presentation. The issue of staying on time becomes more challenging when you encourage audience participation. Make sure that you don’t stray too far from the main point and remember to check the time frequently. Consider putting a small clock on the lectern.
Creating opportunities for follow-through
Throughout the speech, one of your goals is to create mechanisms for furthering the relationship with prospects in the audience. As we mentioned earlier, the standard approach is to give your information and hope that someone will be motivated to hire you. The reality is that the sales cycle for closing a deal with someone in the audience could be years. Therefore, as in sales dialogue, you should be looking for ways to maintain communication with your prospects over an extended period of time. The following techniques will significantly increase the likelihood of your staying touch.
Call to action
One of the ways you open the door to future interaction with your prospects is to make a call to action. At the end of your speech, you can offer some activity in which you invite them to participate. For example, you could invite them to join organizations in which you are involved. You could enlist their assistance on some project you may be implementing. Or, you could suggest that they participate in round-tables or brainstorming sessions you are coordinating. The more interesting the offer, the more likely you will find eager participants which will enhance the likelihood of developing an alliance and ultimately acquiring a client.
Requesting a business card
Another effective technique for furthering interaction is to motivate members of the audience to give you their business cards. During your speech, offer to add interested prospects to your mailing list by promising to send them newsletters, articles, surveys, reports or other informative correspondence. Offer to send them invitations to programs such as seminars or workshops. Experience has demonstrated that after a speech, when members of the audience return to their offices, the pressures of their lives take over. Even if they intend to call you, they are likely to procrastinate or forget. A successful marketing speech always provides many reasons for prospects to give you their cards.
Tips for practicing
Finish writing your speech well before the date of delivery. Busy lawyers often procrastinate and destroy the opportunity to practice. As you practice, try standing in front of a mirror. Also, repeat your introductory and closing sentences and sound bites dozens of times until they flow naturally.
Another effective practicing technique is to record your speech on audio or video and review it. This will help you identify weaknesses in content and delivery.
Another tip is to speak in front of audiences frequently. Every speech you give does not have to be in front of prospects. In fact, you may want to join a speakers group such as Toastmasters International. This is a well-known organization which provides a remarkable network of individuals throughout the world who share the desire to practice and improve their public speaking skills. Practicing not only improves delivery, but it is the only way to overcome the fear of speaking.
Arranging speaking engagements
If the purpose of your speech is for lead generation, and not just for practice, then you want to make sure that your audience is well targeted. There are many ways of reaching out to audiences with quality prospects. Consider the trade organizations that serve your existing clients. Many of these organizations are regularly seeking speakers. Consider obtaining speaking opportunities through people you already know. For example, a lawyer serving the banking industry could arrange (through an existing contact at a bank) to speak to all of the loan officers of that bank. And finally, consider implementing joint venture seminars with non-competing professionals who share the same client demographic. This technique gives you entree to your joint venture partners’ contacts.
With the addition of these techniques, public speaking is clearly a powerful marketing tool. In fact, many lawyers rate it as the most effective marketing tool available. Of course, the more effort you put into the preparation and delivery of your speech, the greater the return. And, while it’s true that preparation is time consuming, keep in mind that one good client as a result of your speech could more than compensate you for your efforts.
Conclusion
By nature, lawyers have a high level of verbal skills. But, because of the prejudices about selling, they do not invest their energy and talent in this important area. With confidence in the propriety of selling, any lawyer can learn how to market through the spoken word and improve their ability to communicate their worth. In addition to helping them build their practice, this ability will enhance their self-esteem, self-confidence and the quality of their relationships with clients, prospects and referral sources.
About the authors
Robert N. Kohn and Lawrence M. Kohn are principals of Kohn Communications, a West Los Angeles based consulting firm. They are nationally known for coaching lawyers in marketing and public speaking skills. They have assisted over 120 law firms and hundreds of solo practitioners.
Both Robert and Lawrence teach marketing courses and regularly speak on marketing at bar associations. Lawrence is the co-author of the book, Selling with Honor, Strategies for Selling without Selling your Soul, Berkley Press, 1997. He has been a speaker for the California State Bar Annual Convention for ten consecutive years. He teaches several courses at UCLA Extension, including “Marketing Your Professional Service”; “Strategies for Positive Self-Promotion”; and “Designing and Creating Powerful Speeches and Presentations.”
Testimonials
“This handy book could not have come at a better time. In today’s economy, we all need to keep selling in mind. Selling in Your Comfort Zone helps the reader identify the types of selling he or she enjoys, so that selling can take place in a stress-free atmosphere — a lawyer’s comfort zone.
The book will help any reader reflect on the benefits and value that he or she offers to clients. It will help a lawyer identify potential new clients in their comfort zone and how to communicate both the value of his or her services and his or her interest in their business. The authors identify numerous techniques to meet new clients and systems to stay in touch with them. The book also includes 106 practical tips for effectively selling, including public speaking, seminars, public relations, written materials and face-to-face meetings.
Robert N. Kohn and Lawrence M. Kohn present their strategies with a fresh approach. Lawyers interested in marketing and business development will certainly find food for thought in this 192-page book. The clear and concise presentation make it easy to read, and the practical tips make it easy to implement their techniques and strategies into any marketing and business development plan.”
“I’ve got, literally, 2 shelves full of business books focusing on the law firm and how to generate business – and by far – the most on point publication is Selling in your Comfort Zone By Larry and Robert Kohn. I liberally use the information from the book to help my attorneys develop into better rainmakers on a regular basis.”
“The authors fully address every excuse lawyers make, every obstacle they throw up to avoid engaging in effective business development. Lawyers at all practice levels — and marketing professionals responsible for their training — can benefit from the practical tools and solutions presented in this guidebook.”
“The pioneering Kohn Brothers have done it again. Here’s a practical, easy-to-read and dare I say, comfortable book loaded with tips and checklists ready made for solo practitioners and mega-law-firm rain- makers alike. If your existing comfort zone is hindered by obstacles, rejection, and barriers, then this is a must read. At our firm we have seen these comfortable techniques produce results.”
“I think it’s an instant classic, and a ‘must read’ for any lawyer hoping to build his or her practice.”
“Robert and Larry Kohn have filled this book with pearls of wisdom about selling gathered from many years of teaching lawyers how to generate new business. Whether you are starting out or want to build an already successful practice, Selling in Your Comfort Zone will help you discover your path to success. Read it once and you will find your- self coming back to it over and over again.”
“Many books have been published on the topic of business development within law firms. A few have even touched on the disconnect between the need for active sales initiatives and the inherent reluctance of most lawyers to engage in such activities. With Selling in Your Comfort Zone, the Kohn brothers have produced the first book that centers around this critical issue and puts forth a comprehensive and practical guide for overcoming the discomfort and allowing lawyers to excel at busi- ness development while remaining true to their nature.”
“I am very impressed with the book, Selling in Your Comfort Zone. It is packed with practical and immediately useful information. More importantly, the authors address the reasons for the reluctance many professionals have towards sales. The authors make a persuasive case that understanding, and confronting, the psychological barriers to sell- ing is just as important as developing selling skills. I highly recommend this book to anyone who needs to sell their professional services but is uncomfortable with the thought of doing so. This book provides a clear and thoughtful action plan to overcoming the internal and external obstacles in the way of achieving sales success.”
“Selling in Your Comfort Zone is a ground-breaking book that will help even the most reluctant and/or inexperienced sales professional expand existing relationships and develop new business. Aligning sales techniques with an individual’s comfort zone is superior to the ‘one- size-fits-all’ approach that most books on ‘rainmaking’ propose.”
“The book, Selling in Your Comfort Zone, is terrific. The key lesson of this book is that anyone can be a rainmaker. All that’s needed is to follow the stepping stones the book lays out in front of you. And the concept of Selling in Your Comfort Zone takes away the fear factor. So the result is that selling can even be – is this possible? – fun.”
“I attended a tremendously inspirational, motivational and productive series of 4 weekly 30-minute business development seminars via phone and slides with Bob Kohn at Kohn Communications, that have kickstarted my marketing practice. The seminar covered essential tools and techniques to keep business development top of mind, to widen my target audience, to develop words that sell my services, and to organize the many leads using their wonderful BizDevCoach app. For someone busy who is always juggling time, my favorite take away was to take 5 minutes to do SOMETHING every day – I have a sticker on my keyboard that says “5 min BizDev” and have done something every day to make an outreach, follow up on a lead or work on a project involving my target audience. This program was filled with simple, practical and powerful steps one can take to build their practice, bolstered with wisdom, support and encouragement. I highly recommend it!”
“Lawrence “Larry” Kohn is a dynamic and engaging presenter on management and leadership. His recent facilitation of the third segment of ALA Capital Chapter Leadership Series was motivating for all in attendance. Larry’s influence to draw the audience into a thought-provoking discussion which was focused on “how to get a seat at the table” left them wanting more. Larry shared some tips and tricks on how to influence the decision makers; develop an innovative proposal that will grab any key stakeholders’ attention; and an implementation strategy. More importantly, I walked away with the following steps to better my chance once I got a seat at the table: (1) communicate the benefits (values); (2) anticipate the obstacle; and (3) manage through the safety and fear syndrome. These steps have been working like a charm.”
“Larry’s presentation at our ALA Chicago Chapter on improving communication in a law firm got rave reviews! Larry did a wonderful job of sharing information, keeping it interactive and giving great takeaways that could be applicable when I headed back to my office. Thanks for the knowledge!”
“I thoroughly enjoyed your presentation on Recession Rainmaking today at the Philadelphia Chapter luncheon. In this tough economy, it has become even more imperative that our attorneys understand and implement business development strategies. With your practical approach and proven techniques, it makes it easy for us as administrators to support the attorneys in their efforts to create income now and in the future. I would highly recommend this session to attorneys, administrators and everyone on the legal management team.”
“If Academy Awards were given for presenters, Dr. Jill Kohn would be a perennial nominee. She captivated our membership with her well-researched, thought-provoking presentation on The Dysfunctional Office, which also branched into corporate communications, conflict resolution and rules of engagement for achieving cordial office behavior… Jill Kohn’s well-paced delivery, peppered with insight, humor and spot-on graphics was a big hit with our group.”
“I had the pleasure of first hearing Larry Kohn at a 2005 ALA National Conference in San Francisco. I felt that his “selling with honor” approach to marketing would resonate with our firm’s attorneys, so I immediately booked Larry for our firm retreat. As predicted, his active and entertaining presentation was well received. So much so, most of our attorneys signed up for his mentoring program. The following year I suggested Larry as a dinner speaker for our annual ALA Oregon Partner Dinner event. The ALA Oregon board felt that Larry’s message should not be limited to partners, so we added a half day seminar, which was open to firm administrators, marketing professionals, and attorneys. Both events were well attended and once again, Larry’s message and delivery style made for a fun and informative event.”
“I am pleased to say that representatives from Kohn Communications have been speaking at the State Bar of California Annual Meeting since 1986. All of their presentations have been well attended, informative, and motivational. The speakers have been organized and very professional in their conduct. They consistently received top evaluations. I have nothing but good things to say about Kohn Communications. My 15+ years working with Kohn Communications has proven their loyalty and commitment to the State Bar and the attorneys in California.”
“I found your presentation style and content to be entertaining while maintaining the professional demeanor required by our legal community. I received numerous program evaluations and several follow-up communications from our members who attended your presentation who indicated that they were glad they had found the time in their busy day to attend your program.”
“We were very impressed with your professionalism. The program you created was informative and motivational and received outstanding reviews.”
“It was obviously a timely topic considering that we enjoyed five times the number of people attending than I expected! It is unusual for us to get over 100 attendees at our lunch meetings. More importantly, those who I spoke to after the presentation felt you were interesting, informative, and gave practical information on getting new clients.”
“Your presentation was insightful, and the comments we have received have been very positive. Your program was the best attended event in the chapter’s history, we were literally sold out.”
“I would like to thank you for speaking at my Computer Law class at Southwestern University Law School. Many of the students told me after class that your presentation was one of the most important things they learned in law school.”
“The students in the class really enjoyed and benefited from your presentation. You clearly demonstrated your expertise in this area, and your teaching style was energetic and captivating. In fact, I am pleased to tell you that on their evaluations, they gave you the highest possible scores.”
“Your presentation was most informative, interesting and apparently quite well received. Many people came up to me at the end of the meeting, telling me how much they enjoyed and learned from the presentation.”
“I know you gave those fortunate enough to hear you something unique to think about. It’s always nice to hear someone who is a pro and really excited about their subject. You are.”
“Your creativity and interaction made the meeting a useful seminar.”
“Thank you for mesmerizing our members at our September meeting! Many members took extensive notes during your speech, and you are the first speaker to have ever been asked for an encore!”
“Thank you again for making this our most successful event for the Business Resources Committee to date.”
“It was a most valuable presentation and we received a lot of positive feedback. You facilitated a wonderful session which gave our Board members a safe place to share their feelings and discuss ways in which we can begin to confront our fears and get beyond the obstacles.”
“I can’t thank you enough for the wonderful job you did the other evening at our communications seminar. I know from the many compliments I received after the program that your presentation was extremely well received and timely.”
“Bob Kohn at Kohn Communications is a marketing and time-management Guru. Bob is patient yet persistent, and he knows how to inform and lead busy attorneys as they refine their marketing strategies.
The experts at Kohn Communications make strategic and worthwhile connections, and that is invaluable. In fact, after I attended one of Bob’s presentations, he arranged for me to participate in one of his attorney networking meetings, and in one week I have already received a client referral and I have made several strategic contacts with other attorneys who are great referral resources for me.
I’m a busy family law attorney, but it is clear to me that time spent with Bob and his staff is worthwhile.”
“I have been working with Bob since I was an associate. Early in my career he helped me to develop a business development plan that was clear and concise. Over the years I refined the plan through practice and regular meetings with Bob. I have now been promoted to Principal and I believe that Bob played a role in that by helping me demonstrate a commitment to business development to my firm through the years.”
“Larry did a phenomenal job helping focus our marketing efforts. He is knowledgeable and insightful; a true asset. Larry provides real-world useful guidance that makes an impact almost immediately. Happy to recommend Larry and Kohn Communications to my friends and colleagues.”
“I’ve been working with Bob for years about marketing concepts that have been resonating with me since we first starting talking about them, and now most of these concepts are just second nature. It’s amazing how ingrained they become and how easy they are to implement after a while.”
“Larry has been a great resource for me. He helped me look at marketing in a whole new way, and saved me a ton of time by explaining what works and what doesn’t, and why. He also is very savvy about the proper management of internal firm dynamics. Thanks to his good advice, I have vastly improved my marketing portfolio and created many new opportunities for myself. Regardless of where you are in thinking about marketing yourself, Larry can help you.”
“I worked with Larry for about three years to further my business development efforts. I couldn’t be happier. I was always fairly good about marketing and had a number of successes before working with Larry, but I never had a formal strategy. Larry helped me develop a systematic approach to business development that fit well with my practice and my personality, and he held me accountable for executing on that strategy. Larry gradually pushed me out of my comfort zone, which opened up new avenues to identify and engage with prospective clients. As a result, my book of business has over doubled in the time we worked together. I use the tools Larry taught me on a daily basis and they have positioned me well to continue growing my practice for the rest of my career.”
“Thank you for the time, effort, and advice you have given me over the past ten years as my business development coach. When I think about the practical tips you have shared with me and why they work, I begin to laugh because they are so logical and true, but I could not see them without your guidance. The results speak for themselves. But more than anything else, your passion for helping lawyers like me is what really sets you apart from the crowd. Not only are you the best coach around, but I will always consider you my friend.”
“Kohn Communications is the best! I have worked with a dozen Coaches over the last several decades of my practice. Larry is the real deal. His advice started making a difference immediately. Even though the pandemic has decimated my area of law, the phones continue to ring & using his protocol & following his guidance, I see my practice beginning to grow. Give him a shot. You won’t be disappointed.”
“Bob continues to be an invaluable resource in growing my practice and our firm’s office in the Bay Area. Due in part to his coaching, I have seen my new client portfolio nearly double in the last two years. Bob offers pragmatic advice and is strategic in helping his clients develop successful habits to identify and pursue new business targets. His deep knowledge of the legal industry is obvious and overall, he’s just a pleasure to work with.”
“BizDevCoach is a unique and effective tool for business development planning and implementation. By combining a tutorial with an interactive dashboard design, it teaches and it motivates. The Kohn brothers were pioneers in the early years of legal marketing and with this web app, they continue to be on the cutting edge.”
“I just thought I’d take a moment and drop you a quick email to say thank you for all the invaluable assistance you have given me over the years with my professional client development efforts. Your specific client development suggestions are often excellent. But what I have benefited from most is the accountability our monthly sessions provide and the new habits you have taught me. There was a time when I could easily convince myself that I was too busy to devote any time, effort and energy to client development planning and activities. Thanks to you I now know that even during my craziest months I can always find time to at least mentally assess where I am with my current client targets and where I would like to go as soon as my schedule calms down and more time is available.”
“You have made me a far better law partner and far better business developer. I greatly appreciate your help and look forward to continuing to work with you.”
“I have learned all I know about building a community with clients from Kohn Communications. I endorse them to any professional for coaching on building and improving business.”
“Larry is a thought leader in business using his expertise to support others in their businesses. I have had the great pleasure of working with several coaches and consultants in the past, all with certain specialties, but Larry is the one who brings the most comprehensive and efficient approach to the table when it comes to growing my law practice. ”
“From day one Bob lays out a plan, and keeps you to task. Bob offers small, achievable steps to get you moving in the right direction. I felt at ease in talking with Bob, as he has a personal demeanor and provides a reasonable and intuitive approach to business development. The suggestions and advice Bob provides seem like common knowledge, but are actually very insightful and helpful. I would highly recommend utilizing Bob’s skill set to anybody looking to better market themselves.”
“Larry’s advice and counsel helped jump start my business originations shortly after the birth of my son when I feared that there would be little chance I could handle the responsibilities of motherhood, partnership and rainmaking all at the same time. Larry understands the working mom/private practice partner gig and helped focus the limited time I could spare for marketing into tangible results. Years later, when it looked like changing firms was the right business decision, I had options because of my established client base. Larry’s commitment to my success went way beyond what you would expect from a “marketing coach” and I am personally indebted to him for his help over the last several years.”
“Larry, It has been a 20 plus year privilege to know you. What’s more, I also cannot repeat often enough how much your counsel and programs have been a material part of any success we may enjoy. From even before we began, starting with the program that I attended where you spoke, you have been the single most important part of the marketing agenda which has helped us grow and become one of the rare firms in our industry that has transitioned from a practice to a business. Thank you so much for all you’ve done for us over the years.”
“Having founded my firm at age 26 and help build it over 32 years to 260 people, I thought I knew legal marketing and sales. Was I wrong! Larry Kohn and his team are helping me go to the next level of effectiveness. I have already seen great results with only 6 months of coaching and believe I have just scratched the surface of their improvement training. I recommend Kohn Communications without qualification.”
“Dear Larry, I am out speaking on panels and taking advantage of the marketing opportunities I am seeing. I firmly believe that without your patience and guidance this would not have happened. You performed a miracle with me. I remain eternally grateful. Please feel free to use me as a reference. Laura Glynn”
“I’ve got, literally, 2 shelves full of business books focusing on the law firm and how to generate business – and by far – the most on point publication is Selling in your Comfort Zone By Larry and Robert Kohn. I liberally use the information from the book to help my attorneys develop into better rainmakers on a regular basis.”
“Our firm has benefited tremendously from the programs, resources and guidance offered by Larry and his firm. They have helped us individually and collectively to improve our marketing practices and outcomes and to strengthen our mentoring program.”
“Thanks again for your Rainmaker Workshop program. I have used it for ten years now, and it works just as well today as did when I started. But with ten years practice, I am better at applying your techniques. I could not recommend a product more highly. Kudos for a job very well done!”
“I want to thank you for the assistance you have provided. Your consulting provides not only great ideas, but also a system that really helps me implement my rainmaking activities. I highly recommend your service.”
“Larry can help teach the most awkward professional to improve their marketing skills – even attorneys! And he’s a nice guy, too.”
“Years ago I attended a seminar Bob Kohn gave, and it was a watershed moment. His perspective and suggestions helped me see the practice of law in a completely different light. I have worked with him for years since then, and he has helped me focus on identifying, delivering, and communicating value to existing and potential clients which has greatly helped develop my book of business.”
“Six or so months ago Bob Kohn spoke at our firm about marketing professional services. He was by far and away the best speaker I have ever heard on the topic in 25 years as an attorney. Bob offers an exceptionally useful service that some of our attorneys have been using already for a very modest fee. Essentially Bob schedules one 15-minute phone call per month to help keep an attorney’s business development efforts moving and to assist in tracking and identifying opportunities. He is a delight to work with and even if you think you know everything already he can help you.”
“Jeff is an extremely effective marketing coach. He really helped me focus on the critical elements of marketing and how to effectively set aside and use my marketing time. One of my biggest obstacles to effective marketing was that it felt like a chore and I never felt that I had sufficient time to market. Jeff helped me realize that marketing could be done effectively without being a chore and with a minimal time commitment.”
“It has been a privilege to work with you over the past eight years. I have found you to be highly professional in your approach and your professionalism has helped make me more professional.”
“You have provided me and my partners with many practical marketing tips that really work. The new business originations at our firm have quadrupled during the eight years we have used your services and my personal results have increased by an even greater magnitude. Your consultations were a significant factor in our achievements.”
“I would not hesitate to recommend your services to any professional interested in being more successful at developing business.”
“As the Chair of Howrey’s award-winning Training and Professional Development Committee, I can wholeheartedly recommend Kohn Communications. We have retained them to assist us in a number of different ways: coaching our partners on selling and marketing skills; helping to develop our associates’ nascent business development skills; and, teaching our supervising partners how to become better coaches themselves in dealing with our associates. What I like the most about Kohn Communications is their ability to focus on teaching specific, tangible actions to improve rather than getting our lawyers lost in a thicket of amorphous marketing jargon.”
“The evaluations that I received from other partners and associates confirmed my impression that Larry was an excellent facilitator and of benefit to the firm. Mr. Kohn’s firm also works individually with some of our young lawyers on their marketing skills and we have seen good progress with those lawyers.”
“The exercise has been a tremendous spring board for our firm marketing efforts.”
“The coaching from Kohn Communications helps us create individualized business development plans that fit our busy schedules. The coaches help us take meaningful action with prospects and turn them into clients. We all know that we need to develop more business. The Kohn coaches provide the tactics and the motivation we need to ensure it gets done.”
“My monthly marketing meetings with Bob Kohn are invaluable to my practice. They help me stay organized, focused and motivated, and I’ve been able to expand my practice because of them.”
“I would highly recommend Jeff Miiller at Kohn Communications to anyone looking to enhance the marketing and sales skills that are a key ingredient for success in any business. With Jeff as my personal business coach these last two years, I have attained my goal of opening my own practice and am enjoying the ongoing process of networking and building lasting and mutually beneficial professional relationships that allow my new practice to grow and thrive.”
“Working with Bob helped drive my career to the next level. He guided me in making good, sometimes difficult decisions about where to spend my time and energy. Bob demonstrates deep knowledge and sound judgment about the legal services industry. My time with Bob has been time well spent.”
“Bob Kohn’s coaching has helped me focus and refine my marketing efforts in the field of trademark and copyright law. He has made me more aware of what prospective clients are looking for and on how best to meet their expectations. His creative approach enables me to efficiently and productively communicate my strengths and abilities.”
“I have been amazed at the results we have been able to achieve through our work together in such a short period of time.”
“The primary benefit that I have received is your unique ability to bring marketing and practice management issues into clear focus. This unique quality, coupled with your genuine interest in my practice, have made for a rewarding relationship.”
“Thank you for presenting clear, common sense and action provoking methods for us to market our services. Truly, we have had only positive results; we’re learning that promoting our business can be both productive and fun.”
“As Director of Business Development for this firm, I want to thank you for an outstanding seminar. Your presentation was thoroughly engaging and enjoyable, with the concepts easily implemental.”
“Thank you for assisting our firm in understanding ways to obtain new business. Working with four diverse partners was a difficult task but through your insight and organization you made us put on our ‘thinking caps’. Thank you for all of your excellent ideas.”
“As a result of our working together, my income has increased substantially and I am optimistic about a continuing upward trend. Also, I am excited about the quality of my clients and referral sources. I now find that coming to work each day is a pleasure. I cannot thank you enough for your insights and guidance.”
“I would especially compliment you and your organization on the comprehensive approach to marketing that you have developed for professionals like us… You not only present a framework and a method, but you even offer printed forms to show us what we should be doing, followed by telephone reminders and direct encouragement to do them. If one can’t sharpen his focus and improve his practices with all this help, then he should probably not be in business.”
“After trying many different approaches to get our associates to engage in client development activities, this is the first approach that has actually worked. Our consultations with you have paid for themselves several times over already, and I look forward to continuing the relationship.”
“I wanted to thank you once more for all your help over the last year. I have gone from someone who rarely thought about marketing, never thought about marketing without dismay and hated follow through, to someone who thinks about it, does it and even enjoys a lot of it. You have really opened up my eyes to what marketing can be all about. I cannot thank you enough.”
“Your knowledge of law firm marketing issues and techniques, and your ability to transfer that knowledge through group presentations and interactive workshops, has been a valuable part of our practice development program. Of equal or even greater value has been your one-on-one work with attorneys. In my case, I found that our monthly sessions brought a new sense of focus, commitment and accountability to my individual marketing efforts. Having kept in close touch with the other one-on-one participants, I believe I can say that the same holds true for them.”
“Your approach has generated additional real activity and several of the attorneys are quite amazed by their progress.”
“Your presentation exceeded every expectation I had. Your simple, common sense, systematic approach to business development, as well as your philosophy of the longer term view, is exactly what we needed to hear.”
“I think that many, if not most, of our attorneys are ratcheting up their business development efforts. There has been a recent flurry of marketing activity in the firm – thanks to you.”
“Your enthusiasm, inspiration and good common sense have significantly helped me guide my business development efforts with a good deal of success.”
“I am pleased to say, that our regular monthly meetings provided me with the right stimulus to engage in new activities. Because I knew that we had scheduled a series of meetings, I would force myself to complete the projects which we had discussed such as writing articles and making luncheon appointments with new contacts who I otherwise would have ignored.”
“Because of your counsel we have for the first time been able to develop a focused marketing effort which targets new and existing clients in an organized manner. This has resulted in increased business and we expect the beneficial effects to multiply, as we continue to implement your recommendations.”
“Your approach to marketing is refreshing, and all of us benefited from it. Those of us with whom you worked on an individual basis we have seen a direct increase in enthusiasm, effort and, most importantly, results.”
“A lot of the success I have experienced over the last year and a half was a direct result of your efforts.”
“Your Marketing Skills Workshop was a great help to the people our firm. With your guidance, each person was able to define his or her own marketing goals, and to design a practical, step-by-step approach to business development. It is an excellent program – and we’ve seen the results!”
“The students in Making an Effective Sales Presentation have rated your classroom performance with a perfect score.”
“The vast amount of information that you conveyed to me concerning general presentation skills made me realize that I would be doing more than just fine tuning my skills. From tips on the structure of a speech, to the reworking of the message to make it more appropriate for the target, to the nuances of word choice, I came away from our sessions feeling 100% better about my skills as a speaker.”
“Your pre-conference coaching exceeded my expectations enabling me to plan, organize and deliver my presentation with confidence and enthusiasm – and the audience responded appropriately.”
“You entirely and positively changed my view of speaking, thinking and presenting.”
“I am writing to thank you for your exemplary efforts in helping me improve my public speaking skills.”
“Your coaching brought my presentation into focus and helped me communicate my ideas in a cogent and memorable manner.”
“Bob Kohn at Kohn Communications is a marketing and time-management Guru. Bob is patient yet persistent, and he knows how to inform and lead busy attorneys as they refine their marketing strategies.
The experts at Kohn Communications make strategic and worthwhile connections, and that is invaluable. In fact, after I attended one of Bob’s presentations, he arranged for me to participate in one of his attorney networking meetings, and in one week I have already received a client referral and I have made several strategic contacts with other attorneys who are great referral resources for me.
I’m a busy family law attorney, but it is clear to me that time spent with Bob and his staff is worthwhile.”
“When I was approached to participate in a virtual Lawyer Mixer, moderated by Larry, I was skeptical. It was a novel concept, but I could not imagine that a zoom meeting of numerous lawyers could be informative, enjoyable, productive and/or beneficial to my practice. I was wrong. It was all those things, and more. A few weeks ago, I attended a Lawyer Mixer, as one of the co-hosts. Not only did I have the opportunity to explain to the group what I do for a living – and what I enjoy about my practice – but I learned so much about various practice areas ad feel like I have a new group of colleagues. Of course, I was responsible for the follow up and have had a number of subsequent conversations with other lawyer participants, which ultimately achieved my goal of branching out my network of people who will refer me cases and to whom I can refer. I would not hesitate to participate in a Lawyer Mixer again.”
“It has been a long time since I have participated in networking events (Zoom or in person). Larry was very confident and outgoing which put me at ease. It was a great way to get back into connecting with my colleagues on a personal level.”
“Larry is a business development genius and someone that I trust. I recently attended his online lawyer mixer, which was an effective use of my time, enabling me to introduce our law firm and connect with over 40 attorneys in an hour. It did not disappoint.”
“We have worked with Kohn Communications for two years and couldn’t be happier. From 1-on-1 coaching to virtual trainings, they have the tools and talent to complement your marketing staff in helping take your attorneys to the next level in their business development efforts.”
“What a wonderful experience to meet so many talented lawyers!
I was a bit skeptical to participate in a lawyer mixer via Zoom. However, I was pleasantly surprised! As always, Larry Kohn facilitated a terrific online event, which enabled me to engage in meaningful discussions with lawyers from different specialties who will be valuable future connections. I would not hesitate to participate in one of Larry’s mixers in the future.”
“I recently participated in an online networking mixer hosted by Larry. It was a terrific event. I met several great attorneys in my breakout room and have already been in touch with a couple of them in order to discuss how we may be able to work together in the future.”
“I really enjoyed the mixer and thought it was a great way to meet a variety of other attorneys. I have already scheduled a few separate meetings based on the mixer. Thanks for including me.”
“I cannot thank you enough for inviting me to your marketing mixer. In this now virtual meeting world, marketing has become an increasing challenge. The idea of having a large group of lawyers, but not too large so that we do not get to know and learn about each other, interact in a virtual network set up by your firm, with break up groups and follow-up, was an excellent opportunity that I would otherwise not have had the opportunity to encounter. I have already established contacts, and, very pleasantly, reestablished old contacts who I had not seen or spoken to for years. Overall this was a very valuable meeting for me and a way to get my and my firm’s expertise and experience across to many lawyers who I would otherwise not have had the opportunity to meet.”
“I was invited to the online lawyer mixer by Kohn Communications. It was billed as a way to meet more attorneys that may be good referral sources. It definitely fit the bill. I logged onto the zoom at the correct time and there were quite a few attorneys on as well. Each attorney spent about ½ minute describing their practice area. There were large firm attorneys, solo practitioners and in between (which I am). I was looking for a good securities attorney to represent my clients, and have had the hardest time finding one that works with small businesses. Low and behold, there was one on the call! Also as a south Orange County attorney I get many requests for assistance with Mexican law, which I cannot perform. To my surprise, there was a Mexican / US attorney on the call. It was a great way to spend a little time to get some good potential referral sources.”
“I attended a Kohn Communications mixer. I appreciate how much planning they put into it. And, the mixer itself was enjoyable. The host guided the Zoom mixer so that everyone was engaged. It was fast-paced and very productive. Following the mixer, they provided everyone with a roster of those in attendance (inviting only those who opted in to be a part of the roster). I found the mixer to be a good use of time in a world where demands on time are high.”
“The online lawyer mixer is the most efficient way to meet qualified attorneys and potential referral sources. Larry keeps the dialog moving at the right pace, and business development is at the forefront of every dialog. I’ve met some wonderful people, and am always grateful to Larry for hosting such a wonderful event. Thank you Larry.”
“I’ve really enjoyed the lawyer mixers. Having my own firm since the early 2000s, I’ve found that we get most of our cases from other lawyers. Kohn Communications understands the value of lawyer-to-lawyer contacts, and its mixers create excellent referral opportunities. Keep up the good work, Larry!”
“I had a great time at the recent Kohn Communications online lawyer mixer. There was a diverse mix of qualified attorneys, including several new potential referral sources with whom I’ve since connected. In particular, I enjoyed the way that business development was at the forefront of the event. It was directly to the point, and did what the invitation said: create a network of good referral sources.”
“The Kohn Communications’ lawyer mixers are a wonderful opportunity to get to know other attorneys in your area from a range of practice areas. Formerly, this was the sort of thing that you might expect to do through local and regional bar associations, but COVID has pretty much wiped out those sorts of social engagements. It’s a delight to see Kohn Communications picking up the slack and bringing us together again. During a recent lawyer mixer, I met a number of attorneys that I would love to get to know better and even had a couple reach out to me. Thanks to Larry Kohn of Kohn Communications for putting it together!”
“I thoroughly enjoyed and appreciated your lawyer mixer. I had an opportunity to get introduced to numerous other lawyers, several of whom I have already reached out to or they have reached out to me. I would wholeheartedly recommend your mixers to my colleagues and would be delighted to enjoy additional meetings.”
“Bob Kohn at Kohn Communications is a marketing and time-management Guru. Bob is patient yet persistent, and he knows how to inform and lead busy attorneys as they refine their marketing strategies.
The experts at Kohn Communications make strategic and worthwhile connections, and that is invaluable. In fact, after I attended one of Bob’s presentations, he arranged for me to participate in one of his attorney networking meetings, and in one week I have already received a client referral and I have made several strategic contacts with other attorneys who are great referral resources for me.
I’m a busy family law attorney, but it is clear to me that time spent with Bob and his staff is worthwhile.”
“Our firm hired Larry Kohn to work with one of our most promising young attorneys on his personal productivity years ago. They attorney had come from the public sector and was transitioning into private practice with us. The stakes were high, as the attorney was and is a tremendous talent in one of our core practice areas. Not only did we see improvement in productivity in the near term, but the attorney asked to continue working with Larry on a go-forward basis. Some habits are hard to break, but fast-forward to today and I can tell you that we have seen light years of improvement from this attorney —- as I write this he is having his best year with the firm thus far.”
“Larry Kohn is a wizard at discerning, distilling and defining the essence of issues and situations; clarifying your key objectives; and coaching you forward to assure that you achieve your objectives.”
“Larry is the quintessential productivity guru. I have become a more productive attorney and person over the 20+ years that I have worked with Larry.”
“A good coach is one whose suggestions really help you reach your goals. A great coach is one whom you look forward to talking to every month. Larry Kohn is a great coach. He motivates me at every opportunity. Thanks to Larry, my law practice is more efficient and more rewarding. To give some specific examples, I’m now much more efficient at client communication (e.g., e-mails), maximizing delegation, and business development. Not only do I have more clients, my onboarding and management processes are now streamlined. With Larry’s help, I have developed systems for reaching out to larger numbers of contacts using less time and improved my ability to identify the best use of my time. I have delegation processes that allow me to serve a much larger and profitable client base. I now have more time for the people and activities that produce the most value and enjoyment.”
“Larry has been an indispensable resource to me for the past 17 years. He has provided advice to me across all aspects of my professional life with a collegial, direct, common sense approach. I’m far more productive as a result of my relationship with Larry, and more sane too! Larry adds value each and every time we talk. He’s the most organized person I know, and he has passed along his methods for prioritizing what’s important. I have adopted with great success his recommendations to schedule my “personal thinking time”, utilize shared online task lists, clarify my priorities to my team and delegate to them as much as possible. His philosophies of asking my associates “What’s next?” and encouraging my associates to ask me, “What can I take off your plate?” have meaningfully improved our group’s productivity. I often describe Larry as the professional wind beneath my wings!”
“Dear Larry — I’m grateful for all of your advice regarding my personal productivity. As an entrepreneur, there are all sorts of demands on my time, and your specific, detailed advice has helped me identify the highest-value tasks. This, in turn, has helped me not only in terms of marketing, but in terms of client service, the management of my firm, and my personal stress levels. Your guidance has been transformative. Thanks again for all your help. Best regards – Marty Dakessian”
“Kohn Communications has been working with me for over seven years now, and I was meeting with Larry to try to make partner at my law firm. One obstacle was not having enough time to do marketing because of all of the work on my desk, and managing to get through it. Larry got to the root (or roots) of my problems. We set up a system for delegation that involved a task manager. Not only do I still use the task manager 5 years later, so does the rest of my firm and it is an integral part of delegation. Larry also has coached me into setting up systems to allow for faster and more productive feedback with associates. Of course, all of these techniques take time and effort, but they have worked very well. It has freed up more time in my day to work on marketing and business development, which are fundamental to my role as a partner.”
“Larry Kohn has TRANSFORMED my life and my law practice. We started our relationship with the goal of improving my marketing efforts. We soon discovered that it is difficult to focus on marketing when my practice is not operating properly. With that realization, Larry taught me strategies to better manage my communications with my clients and staff, maintain better records, be more systematic with task management and monitoring, and have an overall better work/life balance. Since then, I’ve found that there are fewer mistakes, better efficiency, and I have less stress because my mind isn’t as preoccupied with what we might be neglecting or forgetting. Now I have more bandwidth and energy to pursue the marketing techniques that Larry is teaching me. More importantly, we are better equipped to efficiently manage the increased workload generated by my marketing efforts.”
“Over the many years that I have worked with Larry, he has provided numerous tools for business development, time management and career navigation. He has also shared techniques for managing people and maximizing my personal and financial rewards. Larry provided reminders until they eventually became habits. Just one example is that he has always said that if I am overwhelmed, it means that I‘m not delegating enough. He said, “Every time you are overwhelmed, ask yourself, “What am I doing that can be delegated?”” Over the years, I was able to develop an instinctive reaction and take action. I not only use his myriad reminders for myself, but I share this advice with others, magnifying his impact within the banking and legal community.”
“I’ve had the privilege of working with Larry Kohn for several years, and his coaching has been transformative for both my personal efficiency and my team’s performance. Larry’s innovative approach to structuring communications has streamlined our project management, while his insights into delegation have allowed us to build effective reporting structures, enhancing our overall productivity. His focus on prioritizing tasks for maximum ROI of time has drastically improved my personal efficiency. Beyond his expertise, Larry’s empathetic and customized approach to coaching makes him a true mentor. I wholeheartedly recommend Larry Kohn to anyone looking to elevate their productivity and success.”
“We’ve used the Kohn Communications surveys several times now with strong results. We’re getting more business from our clients and great referrals.”
“I was extremely pleased with your performance conducting our client satisfaction surveys. Your attention to detail and overall approach to completing this very important project was recognized throughout the Marketing Committee. We found the information revealed to be incredibly valuable and your assessments a necessary component of increasing our level of service. This project would not have been such a success without your diligence in making sure we were on track.
When compared to other communications firms in the industry, Kohn Communications proved to be an exceptional value both in price and quality. Thank you for your outstanding work on this project.”
“I very much appreciate your work on the client satisfaction surveys. I am pleased that our clients were surprisingly candid. Some of the comments were revealing of issues that I was unaware of, while others ratified my opinions (both good and bad). Your assessments were also valuable, and I intend to follow-up on them.
I intend to share the surveys with my partners because I think we should all learn from them. At the same time, I will be recommending your services. I think that the surveys are worth the cost.”
“The results of the client satisfaction survey have been very enlightening and profitable. I was quite surprised at my client’s responses in the survey. The recurring complaint from my clients was that I did not understand their current business needs. Wow, how did that happen? I have always thought my greatest skill was my understanding of the client’s needs. I even touted that skill in my marketing materials. Now my clients are telling me just the opposite… very enlightening.
When I start working with a new client I make sure that I fully understand their needs. Then, as time goes by, unless I hear otherwise, I assume that everything is going well and that they are very happy with the service. I have not taken the time to ask them if their needs had changed and if they are happy with the service.
The client satisfaction survey has been extremely valuable to me. It seems that the clients are capable of quickly reducing the services to minimize the fees but they are much slower at asking for more service. In the survey process my clients were able to candidly explain what they want and are not getting from me. So now all I have to do is meet with my clients and redefine the service. The survey has streamlined the process of expanding the service to my existing client base. It has been very profitable.
Thank you Larry, the client satisfaction survey service has been very helpful to me.”