dialing for dollars

© 2016. Lawyers With Purpose, LLC. 1

Marketing Roundtable

Roslyn Drotar


A simple “how to” system to fill your calendar with money appointments. A tried, tested, proven system to follow up with old clients and prospective clients patiently waiting to become your clients for $500 a

week.

DIALING FORDOLLARS


• Can start out with 3-20 hours a week / 2-4 days a week

• DISCLAIMER: Ineffective if when someone calls back you don’t have a live person to assist with schedule the appointment SO - take the leap of faith and “hire” or commit to the process!

• Follow the Kolbe recommendation for this position. They should lead w/FT right behind w/QS

Step #1 – “Hire”


Call/Email/USPS LetterStart w/current year vs. oldest prospects• Initial contacts that never took the next step• Initial contacts that attended a workshop but didn’t

move forward• Cancelled appointments• Maintenance clients that didn’t renew

Step #2 - Campaign


• Scripts on the website• This process takes an average of 12 minutes.

Includes making the call, sending follow up email and updating the database.

• 5 calls an hour = 40 calls an 8 hour day

Step #3 - Call


• Scripts on the website• Send email immediately after the phone call. Just

save it in a Word document and copy and paste!

Step #4 - Email


• Again … this is there on the site for you!• After the phone call and email, send a hardcopy

letter at the end of the week – block out time every Friday for example.

Step #5 - Letter


You will see an ROI:

• After 30 days you will see an ROI on this position.

• One firm booked 3 Initials & 2 Workshop registrations on Day 1.

• Another made calls from 3-5pm (2 hours) and booked 3 appointments that closed for $18.5k!


Things to consider

• Declare it and set out intentional time OR hire for this role

• Track your numbers/results

• Do a “value add” workshop flyer mailing to them Offer a social media workshop – can be lead by team) Send checklist offering a complementary audit of their current plan

(include a return envelope and the option to choose from 1 or 5 time slots for a 90 minute Vision Meeting).

Additional campaigns?


Thoughts?Q&A


Thank You!Questions to:[email protected]

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