Is your firm’s system for responding to potential clients in need of an overhaul? In this session, you will learn how to convert more leads into new clients using automation! Combine tools within your practice management and calendaring software to capture, qualify, and convert leads into new clients. Plus, learn how to monetize referrals when leads are not a good fit. You'll receive examples of the best lead-qualification questions, lead-intake forms, and a "playbook" for automating the entire process from lead capture to new-client intake. You'll also learn how to outsource most of the workflow to virtual receptionists to save time and money.
Presenter:
Maddy Martin is the head of growth and education for Smith.ai, a virtual receptionist & intake service for live calls and web chat. She has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO, content marketing, social media, comarketing, and event marketing. Maddy can be reached at maddy@smith.ai.
CLE Credits:
1.0 CLE credit will be applied for | Event Code: 277703
MSBA Member: FREENon-Member: $35.00 Law Student: FREE
Remote Participation: Instructions will be sent the day before the CLE.
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