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Advanced Implementation Tools & Resources
Download Our Client Development eBook and Forms Library
Our Client Development eBook (PDF) includes planning and performance tracking forms, scheduling tools and a section on managing interruptions.
Our ZIP archive of Client Development forms contains fillable PDFs of a mission statement, time template worksheet, weekly planning form, and daily to-do list.
Audio
Who Is on Your Top Twenty List?
The top twenty list refers to referral sources who send you the best client files. (18.01)
Contact Management Software
This is software that captures personal information about a firm’s clients and referral sources. (18.02)
The Marketing Assistant
A law firm marketing assistant can help achieve your firms business development goals. (18.08)
The Laser Talk
These are brief, but powerful introductory statements that educate the listener as to the type of clients the attorney works with. (19.01)
More Audio
Articles
Making the Most of Your Holiday Marketing
By Mark Powers and Shawn McNalis. Original Publishing, Lawyers Weekly USA. (21.04)
A Professional Website
By Henry Harlow. Understand the basics of this key piece of your online marketing strategy. (22.00)
Cross Selling
By Henry Harlow. Understand the basics of this key piece of your online marketing strategy. (22.00)
Contact Management Software
By Mark Powers and Shawn McNalis (18.02)
Forms
Seven-Point Client Satisfaction Survey
Distribute this form to clients for their use rating their level of client satisfaction. (18.08)
Referral Source Manager
Use this form to keep track of your referral sources, and that all-important follow up “Thank you!” (18.03)
Invitation/Thank You Notes
Browse and download PDFs of our collection of blank event invitations and thank you notes.
Social Networking Insights
The cocktail party analogy seems like a stretch. Or does it? Let’s take a closer look.
