New Client Intake Deep Dive: How to engage and evaluate potential clients more effectively and efficiently

Description

The Maryland State Bar Association Learning and Publications Department present:

New Client Intake Deep Dive: How to engage and evaluate potential clients more effectively and efficiently

Presented by Maddy Martin

Live Webinar – Tuesday, November 12, 2019

12:00 p.m. -1:00 p.m.

Learn best practices through real-world examples for standardizing forms and responses for leads and new clients. Maddy will share field-tested workflows and automations that increase professionalism and response times, save precious time by filtering our interruptions and tire-kickers, improve conversion rates of the best-fitting new clients, and drive consistent and predictable business growth. This course is particularly useful to solo and small-firm practitioners who need help “running the business side” of the law firm with practices that are time-tested, and don’t involve “reinventing the wheel.” Multiple examples from different practice areas will be shared.

One CLE credit will be offered by the surrounding MCLE states (Pennsylvania and Delaware only).

***Once you have purchased the webinar, you will receive an link to view the webinar the week before. The webinar will be hosted separately by GoToMyWebinar. 

A reminder email will be sent to all registrants the day before containing the link to view the webinar at 12 noon EST. ***
Course Level
TBD
CLE Field of Study
TBD
Register Now
When
Nov 12, 2019
12:00 pm - 1:00 pm EDT
Location
Online
Format
Webinar

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New Client Intake Deep Dive: How to engage and evaluate potential clients more effectively and efficiently