Systems Help Client Service & Case Acquisition

What is a system? Systems are consistent processes put in place to bring about efficiency. The advantage of systems from a marketing perspective is their ability to truly test and evaluate your programs. There are simple systems firms can put into place, which will help efficiency and growth.

Intake

Intake by nature is a system, but some firms do not treat it as one. Make sure the process to collect COMPLETE information is consistent. Frequently utilize secret shoppers to ensure your intake process is consistent and thorough. Collecting information in order to remarket to leads is just as important as qualifying a lead in a new case. After all, you’ve paid for every lead, so you should cultivate each contact for potential future business.

Email Campaigns

Ideally this can be done through your advertising agency, who makes it absolutely seamless for your own firm. If you have the capacity and would like to do it on your own, simply create 12 intriguing email topics, utilize a reputable email marketing platform and make sure to review the results/analytics on a monthly basis. Reviewing the open and click-through rates gives you an opportunity to test and improve your email marketing campaigns.

Exit Interviews & Leave Behinds

Clients are happiest when they receive their check. Why not take this opportunity to obtain a video exit interview (a potential client testimonial). Then follow up with a thank-you packet of goodies. To get an idea of what should be presented within this thank-you packet, check out our blog post on “leave behinds.”

Do not over-complicate the idea of implementing processes or accountability within your firm. Just make sure they are being used consistently in order to determine their effectiveness. If you need help putting systems in place, contact Network Affiliates today.