AGENDA

Thank you for your interest in our, “Law Firm Marketing – Taking Referrals to the Next Level” workshop on September 27, 2022. In this workshop, Steve Riley discussed getting started with referrals, he went over the referral development process, and provided an action plan to get started immediately on referral base marketing.

In this workshop, you learned why you wanted referred clients, presumptions, your intake process, business skills and the “ask” process. Steve discussed the referral portfolio – A, B and C clients – the importance of tracking clients, when to ask for referrals, how to thank referrals, and your top-of-mind marketing strategy.

We have attached the powerpoint slides as well as the PDF of the Family Law Matrix and ABCD Client Matrix for your records.

We appreciate your attendance in this workshop and hope to see you in our end-of-year workshop on November 18 – “Growth Strategies for Profitability – Tee Up for 2023” where Steve Riley and Denise Gamez will be teaching about how to tee-up for a successful and profitable 2023.

Click here to register: https://atticusadvantage.com/what-we-do/growth-strategies-for-profitability-tee-up-for-2023
You can also view the list of our upcoming workshops here: https://atticusadvantage.com/what-we-do/workshops/

Workshop materials:

• Law Firm Marketing Taking Referrals to the Next Level Slides (PDF)
• Family Law Client Matrix (PDF)
• ABCD Client Matrix (PDF)