Adam Boyd
Adam Boyd The Northwood Group
Converting Leads to Clients Navigating the Critical Moments in Legal Consultations
Converting Leads to Clients: Navigating the Critical Moments in Legal Consultations

Investing heavily in marketing to create leads? Wondering why more of those aren’t converting? Or why you’re getting so much pushback on fees? In this webinar, Adam Boyd covers critical mistakes attorneys make in consults with potential clients that lead to poor outcomes, whether misunderstandings or missed opportunities.

He also lays out conversational structures that align expectations and ensure both client and attorney get what they need from a consult: mutual qualification, an exchange of information, and an understanding of whether or not they want to work together. Finally, he delivers best practices in handling potential clients that lead to better reviews, even with those who don’t engage the attorney.

Agenda:
  • Why focus on the consult? Assumptions, cost structures, and conversions
  • Case study: Small, consumer practice law firm
  • Most common conversational and structural mistakes attorneys make in consults
  • Best practices in consult structures, and the reasoning for this
  • People skills needed to run more effective consults
Duration of this webinar: 60 minutes
Originally broadcast: March 22, 2024 11:00 AM PT
Webinar Highlights

This webinar is divided into section summaries, which you can scan for key points and then dive into the sections that interest you the most.

Introduction and Speaker Background
Adam Boyd, the speaker, is introduced as a sales consultant with extensive experience in business growth and sales strategies. Adam's presentation will focus on best practices for legal consultations, aiming to help attorneys win more clients by aligning with client feelings and thoughts. The presentation will cover common consultation mistakes, a structured framework for consultations, and communication best practices not typically taught in law school. Adam emphasizes that the goal is not to win all clients at any cost but to serve clients ethically and effectively.
Importance of Consultations
Adam shares his background in business development and sales, highlighting his experience in helping law firms grow through effective consultations. He emphasizes the importance of consultations, noting that a significant percentage of clients find attorneys through online searches, making the consultation a critical step. Adam discusses the competitive nature of the legal industry and the substantial marketing investments firms make to attract leads. He explains that while traffic and leads are important, conversion is crucial for firm growth and profitability. Adam illustrates how improving conversion rates can significantly increase revenue without additional marketing expenses.
Common Mistakes in Consultations
Adam shares a case study of a law firm that improved its conversion rate and revenue by focusing on consultation techniques. He highlights the importance of understanding client needs and motivations during consultations to improve conversion rates. Adam identifies common mistakes in consultations, such as spending too much time on irrelevant details and not listening to clients. He stresses the importance of building a connection with clients and avoiding over-reliance on legal jargon. Adam stresses the need for attorneys to focus on clients' emotional needs and motivations to improve conversion rates.
Handling Objections and Closing
Adam outlines an effective consultation structure that focuses on understanding client needs and setting clear expectations. He emphasizes the importance of discussing the emotional impact of legal issues and ensuring clients are committed to taking action. Adam advises attorneys to avoid discussing fees until clients are ready to move forward and to use anchoring techniques to manage fee discussions. He suggests that attorneys should focus on facilitating client discovery rather than providing solutions during consultations. Adam highlights the importance of understanding clients' decision-making processes and ensuring they are committed to resolving their issues.
Digital Tools and Client Engagement
Adam discusses the importance of digital tools and client engagement in the modern legal landscape. Adam emphasizes the role of AI in improving client interactions and the importance of effective communication strategies. He provides practical tips for improving consultation techniques, such as pacing, tone, and listening skills. Adam highlights the importance of building rapport with clients and using techniques like labeling to enhance communication.

Please note this AI-generated summary provides a general overview of the webinar but may not capture all details, nuances, or the exact words of the speaker. For complete accuracy, please refer to the original webinar recording.

Speaker
Adam Boyd
Adam Boyd Principal
The Northwood Group
Adam Boyd is the principal at The Northwood Group, a sales consultancy for law firms. He has 16 years of experience working with founders and owners on growing their businesses, seeing more than a dozen go onto exits. He’s twice worked as a middle market executive, leading sales and marketing teams in different industries, one of which ended in a successful acquisition. He’s got an MBA from the Acton School of Business and a BA from Rhodes College. He lives in Austin, Texas, with his wife and four kids.
Watch Related Videos
CLE
Tracy L. Kepler
Tracy L. Kepler CNA's Lawyers Insurance Program
From Errors to Legal Ethics A Lawyer's Guide to Navigating Mistakes
Watch Now
Ana Hidalgo
Ana Hidalgo Justia
Tim Stanley
Tim Stanley Justia
Converting Leads in the New Year Ask Our Experts