6 ---+ ib) Professional Development Ib) Professional Development Ib) - - PDF document

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6 ---+ ib) Professional Development Ib) Professional Development Ib) - - PDF document

TOP FIVE BEST PRACTICES FOR REFERRAL MARKETING Business Lawyers Network September 18 By Heidi S. Alexander, Esq. www.masslomap.org #1 Perfect Your Elevator Pitch #2 Engage with Other Professionals #3 Identify Your Referral Sources #4 Be Systematic


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TOP FIVE BEST PRACTICES FOR REFERRAL MARKETING Business Lawyers Network September 18 By Heidi S. Alexander, Esq. www.masslomap.org #1 Perfect Your Elevator Pitch #2 Engage with Other Professionals #3 Identify Your Referral Sources #4 Be Systematic #5 Stay Top of Mind BONUS: Template Marketing Platform goo.gl/IKbNnX

.# Li ke. +

Pi" '. )

"So everyone puts this in their email signature

and voila! - marketing problem solved!"

Heidi@masslomap.org @heidialexander 857.383.3250

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SLIDE 2

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W X 1 Bar Associations Lawyers Groups Ancillary Professional Groups

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Boston Bar Association Massachusetts Collaborative Low CDuncl/ Waltham Chamber a/ CDmmerce Waltham Girls So/tballleogue

3 (1) New lawyers SectiOn -.- (9) Family law Committee {12) Estate Planning Workin!: Group (15) Waltham Dodgers 4 PlatformlPOI Content Strategll Platform/POI Content Strategy PlatformlPOI ConteT!! Stra!Cl&Y PlatformlPOI CO!ll!llll Strat~ S (a) Personal/Professional ConverS<! (a) Build Relationships Over TIme (v) Personal/Professional Conversa (a) Build Relationships Over Time (p) Personal/Professional ConverS<! (a) Build Relationships Over TIme

(X) Personal/Professional Conversa la) Build Relationships Over Time

6 ---+

ib) Professional Development

Ib) Professional Development (b) Professional Development Ib) Professional Development

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(e) Develop Refemll Arr.1ngments (e) Develop Referral Arrangments Ie) Develop Referral Arrangments (e) Develop Referral ArrZlngments

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F/U w Steve re Potential Client @ F/U w Leslie re Potential Of Cauns ~ F/U wTeddvre Potential alent Ref Talk to Kelsey About Her Cousin's

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(II) Section Homepage

(a) Submit Relevant Blog Posts, as A

  • FlU w Ron re Potential Client Refe

FlU w Matilda re Potential Client R Bring Bats + Balls to Next Practice 10 Submit 250 WDrd Post on New Leg (10) Planning Committee FlU w Judge re Potential Client Ref 11 (2) Family law Section PlatformlPOI Conlent StrateCll Ask Ellie About Materials from PrOf 12 Platform[POI Content Strategy

(~) Per~on~I/Profes.si~l'Ial

Conversa (a) Build Relationships Over Time

(0) Pro_gramming Committee

(a) Build Relationships Over Time

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{v'-Personal/ProfesSional Commun (a) Build Relationships Over TIme (b) ProfeSSional Development (b) Professional Development

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  • Professional Development

(e) Develop Referral Arrangments (cl Develop Referral Arrangments

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(e) Develop Referral Arrangments Co-Chair 2/15 Meeting Thank Marissa for Recent Referral 16 FlU w Jill re Potential Client @ Ne propose Networldng Event for Ne_ (13) Party Planning Commiitee

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17 FlU w Riley re Potential Client @ 1\

Massochusetts NAELA

Platform/POI Content Strate!l:a!

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(6) Mentoring Circle (a) Target + Propose Group Topics (11) Website Committee (t) Personal/Professional Conversa (a) Build Relationships Over Ti;;;;-- 19

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Chair 2/20 MeetIng

(0) Personal/Professional Conversa (a) Build Relationships-Over Time

(b) Professional Development 20 (3) Volunteer Lil\vyers Project (b) Professional Develo-pment (e) Develop Referral Arrangments 21 PlatformlPOI Content StratcRll (c) Develop Referral Arrangments Ask Angela About Plate Choices for

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22 (£) Personal/Professional Commun (a) Build Relationships Over Time In) Content Subcommittee (a) Develop New Website Content FlU w Phyllis re Bakery Options for

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(bi Professional Development

Submit Commlttee Description Dr.

Waltham Estate Planning Council

24 (el Develop Referral Arrangmcnts FlU w Edgar re Member List

  • (14) New Professionals Group

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FlU w Charlie re Cousin's Case FlU w Henrietta re Web Designer C

PlatforITI~

Content Strat.!reY

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26 (0 Onentatlon Committee (a) Orient t Train New Volunteers

(41) Personal/Professional Convers;; (OIl Build Relationships Over Time

27 Introdua! Diana to Contacts (b) Professional Development 28

Mossachusetts Bar Association

(cl Develop Referral Arrangments 29 (4) j:amily law Section Attend First Meeting 2/28

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30 PlatformlPOI Content Strateg)(

  • 31 (Ill Personal/ProfeSSional Commun (a) Build Relationships Over Time
  • 32

(b) Professional Development

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(c) Develop Referral Arrangments

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Inquire About Call for SubmissIons

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(5) Education Committee 37 Platform/POI Content Strategy

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38 (6) Personal/Professional Commun (a) Build RelationshIps Over Time

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(b) Professional Development 40

(I) Family dw SubCommittee

(c) Develop Referral Arrangments 41 (a) Develop Relevant CLE

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Propose ru

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(_~ ~Dial-a-Lawyer
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PlatformiP01 Coment Strategy

  • 4S (K) Occassional Volunteer

(a) Assist Public Callers w/ Legal M, 46 Sign Up for Next Western MiiSSIlch

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Women's Bar AssOCiation

48 (7) Solo + Small Firm Committee 49 PlatformlPQ! Content StrateRl/

  • 50 (A) Personal/ProfessIonal Conversa (a) Build Relationships Over Time

51

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(b) Professional Development

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(c) Develop Referral Amlngments

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Propose Date for Next Fee Cirlce +

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(8) Gala Committee

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55 PlatformLEQ! Content Strat!!l:V

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56 h!) Committee-Member (a) Plan + Promote Next Anr:u~1 Ev(

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I I IFollow-Up w 3 PotentIal Donors BI

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SLIDE 4

Legal Publications Non-legal Publications Audio/Visual Paid Advertising

Massachusetts Lawyers Weekly Cape Cod Living Television Lawyer Referral Services

Content

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Co!]tent StrateRV (l)Comcast (1) Massachusetts Bar AsO~ (a) General Advertisement (weekly (a)Update Quarterlv (6) General Advertisement (Quarte (01) Update Annuallv Content

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Content Stra!!!KY FlU w Roger re Potential Referral

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FlU w Ed,ar re Potential Referral {(I General Advertisment (lst 20 Ct (a) Run for Contract

(I<) Potent/al Client Call Script

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FlU w Emilia re Potential Referral

Flu w Z Potential Clients at Arro!,

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Determine Whether to Continue V (2) Total Attornevs

(P) One-Time Ad re New Associate (a) Running wk·"f 3/8 Creative Pastimes· Accoufjtlng

Content StrateRV

(A) Potential Olent Cali Script

(a) Run for Contract

M~sachusets

Lawyers Journal

Content Strategy

(11) Specific Advertisement re Elder (a) Run for Contract

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Strategy rE) Advertisement re life Insurance (a) Update Annuallv

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(v) General Advertisement (weekly (a) Run for Next 3 Months

Flu w Dennis re Potential Referrs

Radio

Determine Whether to Continue V Flu w Marie re Potential Referral (2) National Public Radio· Boston FlU w Deloris re Potential Referra Content Straleev (e) General Advortlse'ment (2 am-4 (a) Run for Contract

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FlU \V Po;e!'tlal Client I~l (3) WEEI - 80ston Content Slralcsy

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