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For quite some time we basically did ONLY in-person per your thought on…greater investment = greater likelihood of closing sale. But we surely saw some cancellations at times when that meeting was out farther 2/3+ days in future. So we ‘thought’ are they going somewhere else or what??
Last 6 mos we’ve made some changes that have been bearing fruit…
1) Non-lawyer far more involved in the sales calls from initial call stage (she can close herself) and at in-person meeting too.
2) If the matter is simple OR prospect sounds particularly anxious…after staff discussion they’ll do immediate transfer to me/lawyer for a live consult. “PNC Live”.
3) Still do fair number of ‘in person’ initial consults for our areas that are much more complex that would be a joke to do justice with over a 15 min quickie call.
I like our process now and am going further down road per RJon of having a non-Lawyer sales person doing a big chunk of this process.
I think you should do a bit more to answer…what is the security or future picture that people GET when they hire you. Just ‘transferring’ does NOT say to me that it’s OVER/SECURED/DONE…
Peter
Kristen, happy to toss you my Index page of our procedures for what they’re worth. We have a pretty good/developed ‘binder’ that all use. Give me email if you’d like unless I can attach stuff that I don’t see as option in forum.
I provide legal support for families and protect children in the midst of relationship conflict so that their future is secured.
My broad challenge and reason why I joined HTM recently is just being stuck in a very narrow $230k to $270k revenue range for some 5 years now and wanting that to CHANGE!
