The B2B Podcast Index
Leadership In Law Podcast

S04E157 Your Intake Costing Your Firm Thousands. Fix It with Sou Bounlutay

Leadership In Law Podcast · 2026-06-08 · 35 min

Substance score

39 / 100

Five dimensions, 20 points each

Insight Density8 / 20
Originality7 / 20
Guest Caliber10 / 20
Specificity & Evidence8 / 20
Conversational Craft6 / 20

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

8 / 20

The episode surfaces a handful of applied concepts—cold vs. warm lead differentiation, emotional stabilisation before the sales conversation, speed-to-lead windows—but the density is thin: a 7-step framework is promised and never detailed, and large stretches are consumed by mutual affirmation and repetition rather than new content.

there's seven steps in that conversation, and you eat and within each step, it's almost its little old funnel
if you don't get to them within 10 to 15 minutes, your opportunity after I think 15 or something like that, collapsed to about 75%

Originality

7 / 20

The 'enrollment vs. consultation' reframe is a mildly useful vocabulary shift, and the point that 85-90% of acquisition problems are internal rather than marketing is modestly contrarian; however the underlying ideas are standard B2B sales training applied to a legal vertical with no first-principles reasoning.

It's a legal enrollment. A legal consultation is when you're talking within an with a potential client and you're doing substantive detail case analysis.
clients, all clients, come with you. Two problems...The first is the legal problem...they also have the financial problem.

Guest Caliber

10 / 20

Sou Bounlutay is a genuine practitioner with hands-on intake training experience across thousands of attorneys and a real director-level role at a legal marketing company; however she is a small-firm consultant rather than a scaled operator, and the conversation stays at advisory altitude rather than demonstrating deep at-scale execution.

I had the opportunity to work with literally thousands and thousands of attorneys in a different capacity
usually we will be able to identify within one to two conversations, implement something, implement a process, and they will basically get almost an immediate feedback

Specificity & Evidence

8 / 20

The episode uses directional numbers (70% loss rate, 5-10 minute response window, $500-$2,000/week on LSAs, 20-30 leads vs. 5 contacts) that are memorable and ballpark-useful, but all are asserted from personal experience with no attribution, no named firms, and no before/after case data.

If your marketer, your marketing person is bringing in 20, 30 leads a day and you're contacting maybe five, there's a problem
you're paying $500 to $2,000 a week for local service ads. You didn't answer your phone after hours. They no longer show...your ad after hours

Conversational Craft

6 / 20

The host restates rather than probes, responds to almost every point with 'I love that,' and pivots several times to promote her own agency's 24/7 intake service, creating a mutually promotional dynamic with no meaningful pushback or follow-up pressure on any claim.

I love that. I love that.
Yeah, because it's not always the leads suck. That's what we get all the time. So when we start digging into it, because we use call tracking numbers and we track as much as we can.

Conversation analysis

Computed from the transcript - who did the talking, and the verbal tics along the way.

Filler words

so64right61like28actually17basically10you know7kind of6literally6uh3um2I mean1obviously1

Episode notes

You can buy leads all day and still feel like your phone is ringing for someone else. That’s the painful reality behind a stat that should make every law firm owner pause: many firms lose the majority of the clients they already paid to acquire, not because the marketing failed, but because intake failed. We sit down with Sou Bounlutay, founder of Zinger Consulting, to unpack what actually happens between “Hello” and a signed fee agreement. We dig into why lead source changes the entire conversation, how cold leads from lead generation behave differently than warm leads from SEO, websites, and Google Local Service Ads, and why treating every inquiry the same destroys consultation conversion rates. Sou also explains the mindset shift that unlocks results: stop running “legal consultations” up front and start running a legal enrollment conversation with a clear structure and purpose. From there, we get practical. We talk about the first three seconds on the phone, removing friction like complicated phone menus, and how to stabilize a high-emotion caller in family law or criminal defense before you ever try to move the process forward.

Full transcript

35 min

Transcribed and scored by The B2B Podcast Index.

1 00:00:52,560 --> 00:00:55,280 SPEAKER_00: The Leadership and Law Podcast is there to equip 2 00:00:55,280 --> 00:00:58,880 you with the knowledge and tools you need to build a successful 3 00:00:58,880 --> 00:01:00,800 and fulfilling legal practice. 4 00:01:11,359 --> 00:01:13,840 SPEAKER_01: Welcome to another episode of the Leadership in Law 5 00:01:13,840 --> 00:01:14,159 Podcast. 6 00:01:14,239 --> 00:01:15,920 I'm your host, Marilyn Jenkins. 7 00:01:16,000 --> 00:01:19,280 Please join me in welcoming my guest, Sue Boon Latai, to the 8 00:01:19,280 --> 00:01:19,760 show today. 9 00:01:20,000 --> 00:01:23,040 Sue is the founder of Zinger Consulting, a company that helps 10 00:01:23,040 --> 00:01:26,400 law firms increase revenue by mastering the client acquisition 11 00:01:26,400 --> 00:01:27,680 and enrollment process. 12 00:01:27,920 --> 00:01:31,200 Sue previously served as the director of attorney success for 13 00:01:31,200 --> 00:01:32,879 a national legal marketing company. 14 00:01:33,040 --> 00:01:35,920 She developed and trained support teams responsible for 15 00:01:35,920 --> 00:01:39,200 handling thousands of incoming leads and guiding prospective 16 00:01:39,200 --> 00:01:40,960 clients through the hiring decision. 17 00:01:41,200 --> 00:01:43,920 Over the course of her career, Sue has personally worked with 18 00:01:43,920 --> 00:01:47,040 thousands of attorneys across the nation, helping them refine 19 00:01:47,040 --> 00:01:50,320 their client acquisition process, improve consultation 20 00:01:50,320 --> 00:01:53,760 conversion rates, and build the operational systems necessary to 21 00:01:53,760 --> 00:01:54,879 scale their practices. 22 00:01:55,120 --> 00:01:58,159 Today, through Zinger Consulting, Sue works directly 23 00:01:58,159 --> 00:02:01,120 with attorneys and their teams to implement the structures and 24 00:02:01,120 --> 00:02:04,960 systems that turn consultations into signed clients and allow 25 00:02:04,960 --> 00:02:07,359 firms to grow with greater predictability and 26 00:02:07,359 --> 00:02:08,159 profitability. 27 00:02:08,400 --> 00:02:09,840 I'm excited to have you here, Sue. 28 00:02:10,000 --> 00:02:10,639 Welcome. 29 00:02:11,280 --> 00:02:12,400 SPEAKER_02: Thank you, Marilyn. 30 00:02:12,479 --> 00:02:13,359 I'm happy to be here. 31 00:02:13,599 --> 00:02:14,079 SPEAKER_01: Fantastic. 32 00:02:14,239 --> 00:02:16,879 Tell us a little bit about your leadership journey. 33 00:02:18,159 --> 00:02:21,519 SPEAKER_02: I have been in the legal industry, I think, all of 34 00:02:21,519 --> 00:02:27,919 my career in various capacities from fire clerk all the way up 35 00:02:27,919 --> 00:02:29,199 to crazy zinger. 36 00:02:29,439 --> 00:02:32,639 So I have been doing this pretty much for as long as I know. 37 00:02:32,719 --> 00:02:35,519 I don't think I know anything else other than being in the 38 00:02:35,519 --> 00:02:36,399 legal industry. 39 00:02:36,559 --> 00:02:39,519 But I think the most notable thing that would be interest to 40 00:02:39,519 --> 00:02:43,839 your audience is the fact that in right before COVID, as you 41 00:02:43,839 --> 00:02:49,439 all know, I pivoted and went and worked with the legal marketing 42 00:02:49,439 --> 00:02:52,639 company where I had the opportunity to work with 43 00:02:52,639 --> 00:02:56,639 literally thousands and thousands of attorneys in a 44 00:02:56,639 --> 00:03:00,159 different capacity that, you know, than what I was doing 45 00:03:00,159 --> 00:03:00,959 before. 46 00:03:01,199 --> 00:03:05,439 And so what I did with them was I helped attorneys during that 47 00:03:05,439 --> 00:03:08,879 time, as you remember, with COVID, a lot of attorneys were 48 00:03:08,879 --> 00:03:12,319 struggling in terms of keeping their door doors open by getting 49 00:03:12,319 --> 00:03:13,439 clients retained. 50 00:03:13,679 --> 00:03:17,599 So what I would do with the attorneys was I literally would 51 00:03:17,599 --> 00:03:22,639 work with them, figure out what was wrong with their intake 52 00:03:22,639 --> 00:03:25,679 process, how they were having conversations with potential 53 00:03:25,679 --> 00:03:29,119 clients, figure out what the block was, come up with a game 54 00:03:29,119 --> 00:03:32,719 plan on how to undo that, and then we were off running. 55 00:03:33,039 --> 00:03:38,399 So that's kind of yeah, it's been a very interesting and 56 00:03:38,399 --> 00:03:39,280 fulfilling journey. 57 00:03:39,519 --> 00:03:40,000 SPEAKER_01: I love that. 58 00:03:40,159 --> 00:03:40,639 I love that. 59 00:03:40,719 --> 00:03:43,919 And you've said that many law firms lose up to 70% of their 60 00:03:43,919 --> 00:03:46,159 clients that they've already paid to acquire. 61 00:03:46,399 --> 00:03:48,000 What's really happening there? 62 00:03:49,439 --> 00:03:51,679 SPEAKER_02: I think one of the things that attorneys don't 63 00:03:51,679 --> 00:03:55,119 realize, first of all, when we go to law school, we're taught 64 00:03:55,119 --> 00:03:58,399 and we're trained to how to do the practice of law, right? 65 00:03:58,559 --> 00:04:03,039 How to analyze and break down arguments and present our 66 00:04:03,039 --> 00:04:05,759 attorney's case, our client's case. 67 00:04:06,639 --> 00:04:10,559 When it comes to client, it's a whole different framework. 68 00:04:10,799 --> 00:04:15,119 What they're really dealing with is how do you communicate with 69 00:04:15,119 --> 00:04:19,680 potential clients in a way that will get them to understand and 70 00:04:19,680 --> 00:04:23,439 get them to want to work with the attorneys. 71 00:04:23,759 --> 00:04:27,360 It's really a training, it's a sales training, right? 72 00:04:27,439 --> 00:04:28,800 It's a business growth training. 73 00:04:29,199 --> 00:04:32,480 And it's not that's not something that we're taught. 74 00:04:32,800 --> 00:04:35,199 And law school is not meant to be that. 75 00:04:35,439 --> 00:04:39,120 And so when attorneys come graduate from law school, and if 76 00:04:39,120 --> 00:04:42,640 they don't end up going into big law firms, they open up their 77 00:04:42,640 --> 00:04:43,600 own practice. 78 00:04:43,840 --> 00:04:47,680 What ends up happening is all of a sudden you have the skills to 79 00:04:47,680 --> 00:04:52,160 be an attorney, but you have no clue of what it takes to 80 00:04:52,160 --> 00:04:54,800 actually build a law practice. 81 00:04:55,120 --> 00:04:55,520 SPEAKER_01: Right. 82 00:04:56,560 --> 00:04:57,840 SPEAKER_02: And so there's a huge gap. 83 00:04:58,000 --> 00:05:01,680 There's a huge gap between law school and being in practice and 84 00:05:01,680 --> 00:05:02,960 having your own law practice. 85 00:05:03,199 --> 00:05:03,759 SPEAKER_01: I love that. 86 00:05:04,080 --> 00:05:05,120 You're absolutely right. 87 00:05:05,280 --> 00:05:09,120 So thinking about the client journey, customer journey, when 88 00:05:09,280 --> 00:05:10,720 do most of those losses occur? 89 00:05:10,879 --> 00:05:13,680 Is it intake, consultation, or follow-up? 90 00:05:15,280 --> 00:05:18,960 SPEAKER_02: I think before I get into that, I think I would like 91 00:05:18,960 --> 00:05:22,160 to talk about there's the source makes a difference, right? 92 00:05:22,240 --> 00:05:23,439 Let's start in the beginning. 93 00:05:23,680 --> 00:05:26,640 Most attorneys don't, it's not something we think about. 94 00:05:26,960 --> 00:05:30,319 What I mean when I source is where are your clients, 95 00:05:30,480 --> 00:05:32,319 potential clients coming from? 96 00:05:32,800 --> 00:05:35,040 There's generally two ways to do that. 97 00:05:35,199 --> 00:05:37,600 There's basically it's lead source, right? 98 00:05:38,080 --> 00:05:41,920 There's a lot of times when you're first starting out solo 99 00:05:42,000 --> 00:05:45,920 or small firms, is you have to figure out where am I going to 100 00:05:45,920 --> 00:05:46,960 get my clients. 101 00:05:47,520 --> 00:05:49,360 And there's basically two routes. 102 00:05:49,520 --> 00:05:53,439 The first route is usually it's lead generation, meaning there's 103 00:05:53,439 --> 00:05:56,800 a company out there that all they do is find potential 104 00:05:56,800 --> 00:05:59,280 clients, whether it's on their usually on the internet, right 105 00:05:59,360 --> 00:05:59,680 nowadays. 106 00:05:59,759 --> 00:06:00,879 It's all on the internet. 107 00:06:01,360 --> 00:06:04,160 They find potential clients and then they send them to you. 108 00:06:04,800 --> 00:06:06,000 So that's one method. 109 00:06:06,160 --> 00:06:08,640 That's us that's called lead generation company, right? 110 00:06:08,720 --> 00:06:11,280 You're actually hiring a company to do that for you. 111 00:06:12,319 --> 00:06:19,040 And in that scenario, the basically the company is the one 112 00:06:19,040 --> 00:06:21,120 that's interfacing with a potential client. 113 00:06:21,280 --> 00:06:23,840 They do what they need to do, they figure it out, and then 114 00:06:23,840 --> 00:06:25,040 they send them to you. 115 00:06:25,280 --> 00:06:28,640 Then there's a second way of getting clients. 116 00:06:29,280 --> 00:06:32,960 And that is where, you know, what companies like you do. 117 00:06:33,120 --> 00:06:34,960 Basically, they do direct marketing. 118 00:06:35,120 --> 00:06:38,000 And when I say direct marketing is, for example, if you have a 119 00:06:38,000 --> 00:06:41,040 website, you work with somebody, I'm sorry, I don't know the 120 00:06:41,040 --> 00:06:41,199 terms. 121 00:06:41,439 --> 00:06:43,520 It's because it's completely out of my range. 122 00:06:43,680 --> 00:06:46,640 I'm kind of, excuse me, the vocab, I'm not gonna get the 123 00:06:46,640 --> 00:06:47,280 language right. 124 00:06:47,439 --> 00:06:50,560 Is you work with somebody like Marilyn, where you, if you have 125 00:06:50,560 --> 00:06:55,199 a website, you focus on SEOs so that you rank when people go on 126 00:06:55,199 --> 00:06:57,920 a Google search and your firm like awesome law firm, you want 127 00:06:57,920 --> 00:06:59,360 to be since it's a awesome, right? 128 00:06:59,439 --> 00:07:02,080 You want to be the first that people see when they Google you, 129 00:07:02,400 --> 00:07:03,920 they do a search and they click on that. 130 00:07:04,319 --> 00:07:05,439 So that's one way. 131 00:07:05,600 --> 00:07:10,240 Or another way is as you many of us are familiar now, they do 132 00:07:10,400 --> 00:07:13,439 what is L LSA or local search. 133 00:07:14,000 --> 00:07:15,120 SPEAKER_01: Local service ads, yeah. 134 00:07:15,360 --> 00:07:15,759 SPEAKER_02: Exactly. 135 00:07:15,920 --> 00:07:18,800 Where they actually advertise, directly advertise. 136 00:07:18,960 --> 00:07:20,640 So back direct marketing. 137 00:07:20,960 --> 00:07:24,879 The reason why this is important is because how you approach the 138 00:07:24,879 --> 00:07:28,560 different type of clients that are coming your way, your 139 00:07:28,800 --> 00:07:32,480 strategy when it's coming from lead generation is gonna be 140 00:07:32,480 --> 00:07:33,040 different. 141 00:07:33,199 --> 00:07:36,960 Okay than when you're when they're coming to you for as a 142 00:07:36,960 --> 00:07:37,920 direct, right? 143 00:07:38,080 --> 00:07:40,879 As when you're the one that's actually reaching out to them 144 00:07:41,040 --> 00:07:43,040 using individuals like you, right? 145 00:07:43,120 --> 00:07:47,840 That's where you're focusing is you help attorneys directly 146 00:07:47,840 --> 00:07:49,680 market to the potential client. 147 00:07:49,920 --> 00:07:52,640 Because the lead source is different, the strategy that 148 00:07:52,640 --> 00:07:55,600 you're gonna be interacting with the potential client is gonna be 149 00:07:55,600 --> 00:07:56,240 different. 150 00:07:56,480 --> 00:07:58,240 Many attorneys don't realize it. 151 00:07:58,480 --> 00:07:58,640 SPEAKER_01: Right. 152 00:07:58,800 --> 00:08:00,879 SPEAKER_02: And and the conversion rate and the result 153 00:08:00,879 --> 00:08:03,360 that you're gonna get is gonna be completely different 154 00:08:03,439 --> 00:08:04,640 depending on where they're coming from. 155 00:08:04,960 --> 00:08:07,680 SPEAKER_01: So they got exposed to you is a in the direct 156 00:08:07,680 --> 00:08:11,040 marketing aspect, but from a lead generation where that other 157 00:08:11,040 --> 00:08:14,800 company is doing all the ads, getting them the leads and bring 158 00:08:14,800 --> 00:08:15,120 them to you. 159 00:08:15,199 --> 00:08:16,240 That's two different conversations. 160 00:08:16,319 --> 00:08:19,040 Because the lead generation, you're not necessarily they 161 00:08:19,040 --> 00:08:20,319 don't know about you ahead of time. 162 00:08:20,560 --> 00:08:21,520 They know they need to. 163 00:08:21,600 --> 00:08:22,319 No, not at all. 164 00:08:22,640 --> 00:08:22,960 Okay. 165 00:08:23,520 --> 00:08:24,000 SPEAKER_02: Exactly. 166 00:08:24,160 --> 00:08:27,199 In the lead generation company, we call that in the marketing 167 00:08:27,199 --> 00:08:28,720 terms completely cold. 168 00:08:28,879 --> 00:08:29,520 Yeah. 169 00:08:30,080 --> 00:08:32,000 Those are cold leads, right? 170 00:08:32,159 --> 00:08:34,559 Meaning it's like they don't know you from Adam. 171 00:08:35,039 --> 00:08:37,519 They had no idea by the time they get to you, a lot of times 172 00:08:37,600 --> 00:08:40,240 they had no idea even how they even got to you. 173 00:08:40,480 --> 00:08:43,199 Because when you're doing research on the internet, or at 174 00:08:43,199 --> 00:08:46,000 least for me, and I think you know, a lot of clients, right? 175 00:08:46,159 --> 00:08:49,360 They're just randomly clicking, and then all of a sudden they're 176 00:08:49,360 --> 00:08:52,879 like, oh, here's a here's a potential attorney that I might 177 00:08:52,879 --> 00:08:56,399 be interested in, but they have no idea who you are or how even 178 00:08:56,399 --> 00:08:57,199 they get to you. 179 00:08:57,360 --> 00:08:57,599 SPEAKER_01: Right. 180 00:08:57,839 --> 00:08:59,919 SPEAKER_02: Because a lead generation company is they're 181 00:08:59,919 --> 00:09:02,159 doing behind the scenes whatever it it is that they're doing. 182 00:09:02,319 --> 00:09:02,639 Okay. 183 00:09:03,279 --> 00:09:08,240 Now, if somebody was working with somebody who's specialized 184 00:09:08,240 --> 00:09:11,919 in marketing, legal marketing like you, then what will happen 185 00:09:11,919 --> 00:09:15,759 is they would go to their website, or when whenever 186 00:09:15,759 --> 00:09:18,799 they're being notified, it's actually their law firm would be 187 00:09:18,799 --> 00:09:21,039 the one that it's right in front and center. 188 00:09:21,279 --> 00:09:21,759 SPEAKER_01: Right. 189 00:09:22,000 --> 00:09:24,399 SPEAKER_02: So they would then have the opportunity, oh, who is 190 00:09:24,399 --> 00:09:25,199 this attorney? 191 00:09:25,360 --> 00:09:28,559 They would usually go to your website, look at you, get 192 00:09:28,559 --> 00:09:30,240 familiar somewhat with you. 193 00:09:30,799 --> 00:09:31,039 Right. 194 00:09:32,240 --> 00:09:35,839 And so by the time they reach out to you, they pretty much 195 00:09:35,839 --> 00:09:39,679 have made a determination which way they're gonna go. 196 00:09:40,159 --> 00:09:42,719 There's something about your website, there's something about 197 00:09:42,719 --> 00:09:46,159 how you're directly marketing to them that piqued their interest. 198 00:09:46,639 --> 00:09:49,519 So because of that, so that's a warmer lead. 199 00:09:49,679 --> 00:09:50,159 Right. 200 00:09:50,559 --> 00:09:53,039 It can be either really warm or even hot. 201 00:09:53,199 --> 00:09:56,319 Meaning by the time they talk to your office, it's a basically 202 00:09:56,319 --> 00:09:59,439 just a confirmation that, yep, this is the firm for me. 203 00:09:59,679 --> 00:10:03,120 So that's a huge difference in terms of how do you interact 204 00:10:03,120 --> 00:10:04,159 with potential clients. 205 00:10:04,399 --> 00:10:04,719 SPEAKER_00: Okay. 206 00:10:07,039 --> 00:10:10,399 SPEAKER_01: Okay, and so now we've got a cold lead that 207 00:10:10,399 --> 00:10:13,839 doesn't know anything about me, and we've got a warm lead that, 208 00:10:14,000 --> 00:10:16,559 say, a company like Law Marketing Zone brings to them. 209 00:10:16,799 --> 00:10:20,879 Now, the intake is the first impression of every new 210 00:10:20,879 --> 00:10:22,399 potential new client. 211 00:10:22,719 --> 00:10:26,799 So that is in my what I've experienced is where a lot of 212 00:10:26,799 --> 00:10:28,159 firms are dropping the ball. 213 00:10:28,319 --> 00:10:29,919 And is that what you're seeing? 214 00:10:30,079 --> 00:10:34,319 That's just it's not it, whether it's empathy or not qualifying 215 00:10:34,319 --> 00:10:34,799 correctly. 216 00:10:35,039 --> 00:10:37,919 Some don't even qualify affordability, which then once 217 00:10:37,919 --> 00:10:41,120 you get them in the attorney's time, it's a waste. 218 00:10:42,240 --> 00:10:43,519 Absolutely. 219 00:10:44,159 --> 00:10:49,039 SPEAKER_02: So what most people, so there's um, there's two 220 00:10:49,039 --> 00:10:49,919 concepts here. 221 00:10:50,479 --> 00:10:54,319 A lot of attorneys think that when they come, when you are 222 00:10:54,319 --> 00:10:58,479 able to connect with a potential client, what they're looking for 223 00:10:58,479 --> 00:10:59,919 is legal consultation. 224 00:11:00,079 --> 00:11:00,319 Right. 225 00:11:00,639 --> 00:11:05,439 Right No, it's not a legal consultation. 226 00:11:05,759 --> 00:11:06,000 SPEAKER_00: Okay. 227 00:11:06,399 --> 00:11:08,319 SPEAKER_02: It's a legal enrollment. 228 00:11:09,360 --> 00:11:12,399 A legal consultation is when you're talking within an with a 229 00:11:12,399 --> 00:11:18,240 potential client and you're doing substantive detail case 230 00:11:18,240 --> 00:11:18,959 analysis. 231 00:11:19,120 --> 00:11:20,959 You're actually doing the legal work. 232 00:11:22,319 --> 00:11:25,439 Usually in that scenario, you would do be doing the legal work 233 00:11:25,759 --> 00:11:27,199 once they retain you. 234 00:11:27,919 --> 00:11:31,120 But there is no client-attory relationship yet. 235 00:11:31,360 --> 00:11:34,240 So in this part of the conversation, what you're doing, 236 00:11:34,399 --> 00:11:38,559 the whole goal is to connect with them, interact with them, 237 00:11:38,719 --> 00:11:41,919 kind of communicate to the potential client for the sole 238 00:11:41,919 --> 00:11:45,919 purpose of getting them to say yes, to enroll into your 239 00:11:45,919 --> 00:11:46,559 service. 240 00:11:47,360 --> 00:11:48,799 SPEAKER_01: Ideally, yes. 241 00:11:49,519 --> 00:11:49,919 SPEAKER_02: Right. 242 00:11:50,079 --> 00:11:50,319 SPEAKER_01: Right. 243 00:11:50,559 --> 00:11:53,360 SPEAKER_02: And just making that distinction, how you would talk 244 00:11:53,360 --> 00:11:56,240 to them, how you would have a interaction is going to be 245 00:11:56,240 --> 00:11:57,360 completely different. 246 00:11:57,679 --> 00:12:01,679 This is an enrollment conversation, and this is the 247 00:12:01,679 --> 00:12:05,679 part where most attorneys are not trained to do. 248 00:12:06,000 --> 00:12:08,399 Okay, but they would train salespeople. 249 00:12:08,719 --> 00:12:09,439 SPEAKER_01: There's that, yeah. 250 00:12:09,519 --> 00:12:12,159 But in normally they have someone else doing the intake. 251 00:12:12,319 --> 00:12:15,919 So what are some of the most common intake mistakes that just 252 00:12:15,919 --> 00:12:18,399 cost the firm significant revenue? 253 00:12:20,159 --> 00:12:22,079 SPEAKER_02: I think they don't have a structure. 254 00:12:22,240 --> 00:12:22,559 SPEAKER_01: Okay. 255 00:12:22,879 --> 00:12:25,599 SPEAKER_02: They don't have a conversation structure because 256 00:12:26,159 --> 00:12:33,759 they there's confusion of trying to provide legal advice versus 257 00:12:34,079 --> 00:12:37,279 providing an enrollment conversation where the 258 00:12:37,279 --> 00:12:42,000 enrollment conversation is has a specific structure, and each 259 00:12:42,000 --> 00:12:46,079 structure or each section of the conversation serves a different 260 00:12:46,079 --> 00:12:46,559 purpose. 261 00:12:46,799 --> 00:12:47,120 SPEAKER_00: Okay. 262 00:12:48,079 --> 00:12:51,919 SPEAKER_02: For example, the first section is all you do, you 263 00:12:51,919 --> 00:12:52,719 have three seconds. 264 00:12:52,799 --> 00:12:55,039 You have three seconds to make an impression, like you said, 265 00:12:55,360 --> 00:12:55,919 Marilyn. 266 00:12:56,240 --> 00:12:58,879 Is they lose them 70% right off the bat. 267 00:12:58,959 --> 00:13:02,079 The moment you say hello, is because what people don't 268 00:13:02,079 --> 00:13:05,839 understand is that three seconds, all you're trying to 269 00:13:05,839 --> 00:13:07,439 establish is rapport. 270 00:13:07,839 --> 00:13:09,519 And most people lose it. 271 00:13:09,759 --> 00:13:14,240 You have to know how to say, how to interact right away, or else 272 00:13:14,240 --> 00:13:18,319 you're gonna lose the whole conversation within three to ten 273 00:13:18,799 --> 00:13:19,360 seconds. 274 00:13:19,759 --> 00:13:20,079 SPEAKER_01: Okay. 275 00:13:20,559 --> 00:13:22,879 SPEAKER_02: So there's a whole different it's basically what I 276 00:13:23,279 --> 00:13:28,000 there's seven steps in that conversation, and you eat and 277 00:13:28,000 --> 00:13:30,639 within each step, it's almost its little old funnel. 278 00:13:31,599 --> 00:13:34,639 Certain things has to happen correctly so that because then 279 00:13:34,639 --> 00:13:36,719 it moves it through the second step. 280 00:13:37,039 --> 00:13:39,759 In the second step, certain things has to happen, and then 281 00:13:39,759 --> 00:13:44,639 it moves it to the third step until you get to the end of the 282 00:13:44,639 --> 00:13:47,839 conversation where you actually offer your service where you 283 00:13:47,839 --> 00:13:48,959 talk about pricing. 284 00:13:49,199 --> 00:13:52,399 Most attorneys' office or most intake clients come on, it's 285 00:13:52,399 --> 00:13:55,679 like, how much is it gonna cost me in order to hire a firm? 286 00:13:56,000 --> 00:13:57,039 Cost comes right away. 287 00:13:57,199 --> 00:13:57,439 Exactly. 288 00:13:57,599 --> 00:14:00,159 What ends up happening is then that conversation just becomes a 289 00:14:00,159 --> 00:14:01,599 price shopping experience, right? 290 00:14:01,759 --> 00:14:02,240 SPEAKER_01: Right. 291 00:14:02,559 --> 00:14:04,399 SPEAKER_02: They have no idea the value. 292 00:14:04,559 --> 00:14:07,439 They have no idea what the firm can do for them. 293 00:14:08,000 --> 00:14:10,159 SPEAKER_01: Yeah, we I think a lot of businesses have that 294 00:14:10,559 --> 00:14:11,439 going on as well. 295 00:14:11,759 --> 00:14:15,439 So how would you okay, in the first three seconds, one one of 296 00:14:15,439 --> 00:14:18,399 the things that I understand is whenever, depending on how your 297 00:14:18,399 --> 00:14:22,079 phone is answered, that is a positive or negative experience. 298 00:14:22,319 --> 00:14:26,559 If I have to press one for this, two for that, and up to nine, by 299 00:14:26,559 --> 00:14:28,399 the time I get to nine and so over it. 300 00:14:28,639 --> 00:14:31,039 SPEAKER_02: Yeah, another provider and people do that, 301 00:14:31,360 --> 00:14:32,079 firms do that. 302 00:14:32,240 --> 00:14:35,439 They think it's right, there's a couple of things that acts as a 303 00:14:35,439 --> 00:14:36,000 gatekeeper. 304 00:14:36,240 --> 00:14:36,639 Yep. 305 00:14:37,439 --> 00:14:37,839 Right? 306 00:14:38,079 --> 00:14:41,199 And they're think they're thinking that the more difficult 307 00:14:41,199 --> 00:14:45,360 that I make for the potential clients to have access to me, 308 00:14:45,759 --> 00:14:49,199 that means that they I am more credible. 309 00:14:49,679 --> 00:14:50,000 unknown: Right? 310 00:14:50,399 --> 00:14:51,599 SPEAKER_01: More important, better at my job. 311 00:14:52,000 --> 00:14:54,719 SPEAKER_02: Yes, you have to put up all this, you have to earn 312 00:14:54,719 --> 00:14:54,959 me. 313 00:14:55,120 --> 00:14:57,759 You have to earn the right to be in front of me. 314 00:14:59,439 --> 00:15:02,159 You make a lot of firms make it difficult, and guess what? 315 00:15:02,240 --> 00:15:02,639 Exactly. 316 00:15:02,719 --> 00:15:06,319 They're like they're just gonna go on to the next potential 317 00:15:06,319 --> 00:15:06,879 attorneys. 318 00:15:07,199 --> 00:15:09,839 They're just gonna go down the in the olden day, we have the 319 00:15:09,839 --> 00:15:11,120 yellow page book, right? 320 00:15:11,519 --> 00:15:12,079 SPEAKER_01: Yes. 321 00:15:14,079 --> 00:15:15,039 Exactly. 322 00:15:15,439 --> 00:15:18,719 And even like you you mentioned local service ads, what a lot of 323 00:15:18,719 --> 00:15:23,199 attorneys that are running local service ads don't realize is not 324 00:15:23,199 --> 00:15:27,120 very recently, but Google added the little checkbox when someone 325 00:15:27,120 --> 00:15:30,319 clicks on your ad that says, should we have four other 326 00:15:30,319 --> 00:15:31,919 attorneys contact you? 327 00:15:33,279 --> 00:15:34,719 SPEAKER_02: Oh, I didn't know that. 328 00:15:34,959 --> 00:15:38,000 So you're they're actually competing just because it's not 329 00:15:38,000 --> 00:15:38,639 a sure thing. 330 00:15:38,719 --> 00:15:40,000 It's like you need to. 331 00:15:40,319 --> 00:15:41,759 So it's the other way around. 332 00:15:41,919 --> 00:15:46,079 It's clients are not trying to earn the right to be with you. 333 00:15:46,319 --> 00:15:48,879 Now it's the mindset is different. 334 00:15:49,360 --> 00:15:52,079 Instead of you have the potential client having to, 335 00:15:52,159 --> 00:15:53,599 like, oh, I am so important. 336 00:15:53,759 --> 00:15:56,159 You have to do all this, go through all of these obstacles 337 00:15:56,159 --> 00:15:57,279 in order to be in front of me. 338 00:15:57,519 --> 00:16:00,719 Now the kind of in a way, it's more of a service mindset. 339 00:16:00,799 --> 00:16:03,919 It's showing the potential client, how can I serve you? 340 00:16:04,159 --> 00:16:05,599 What can I do for you? 341 00:16:05,759 --> 00:16:08,879 And one of the ways to do that is remove and get to them as 342 00:16:08,879 --> 00:16:12,319 soon as possible, make it easy for them to say yes to you. 343 00:16:12,559 --> 00:16:15,120 SPEAKER_01: Yes, one of the I remember in early e-commerce 344 00:16:15,120 --> 00:16:18,959 days, it was like one of the most important things to tell a 345 00:16:18,959 --> 00:16:21,759 new website owner or business owner to make it easy to take 346 00:16:21,759 --> 00:16:22,719 their money. 347 00:16:23,039 --> 00:16:23,360 Yeah. 348 00:16:24,000 --> 00:16:27,279 So it it doesn't have to be difficult, but it has to be, I 349 00:16:27,279 --> 00:16:31,679 think that intake conversation needs to be empathetic, but it 350 00:16:31,679 --> 00:16:33,199 also needs to be informative. 351 00:16:33,679 --> 00:16:36,079 And they have to make sure that they can afford you. 352 00:16:36,240 --> 00:16:38,879 There are so many mistakes that can happen just by, like you 353 00:16:38,879 --> 00:16:41,919 said, starting off wrong or maybe not answering that final 354 00:16:42,079 --> 00:16:42,399 question. 355 00:16:42,719 --> 00:16:45,919 Could be an ideal case, but if they have no money, and it's not 356 00:16:45,919 --> 00:16:49,599 personal injury, obviously, then is it an ideal case. 357 00:16:50,719 --> 00:16:54,240 SPEAKER_02: So here's the other thing, absolutely, but various 358 00:16:54,240 --> 00:16:57,039 things have to happen in order for the intake person or the 359 00:16:57,039 --> 00:16:59,679 attorney to actually be able to cover all of the topics, 360 00:16:59,919 --> 00:17:02,000 Marilyn, that you just mentioned. 361 00:17:02,479 --> 00:17:06,240 So what happens when clients, especially family law, criminal 362 00:17:06,240 --> 00:17:08,400 law, anything other than PI, right? 363 00:17:09,360 --> 00:17:14,880 Is you have to understand the emotional state that the 364 00:17:14,880 --> 00:17:16,560 potential clients are coming to you. 365 00:17:16,720 --> 00:17:18,080 That's like the first test. 366 00:17:18,400 --> 00:17:21,680 Family law, criminal law, they're remember, their life is 367 00:17:21,680 --> 00:17:22,320 falling apart. 368 00:17:22,400 --> 00:17:22,640 Right. 369 00:17:22,800 --> 00:17:24,160 There's a sense of urgency. 370 00:17:24,240 --> 00:17:26,640 It just, I don't know if you ever, if anybody has gone 371 00:17:26,640 --> 00:17:29,360 through a divorce, which I have, it's oh my god, is literally 372 00:17:29,519 --> 00:17:32,880 it's a major event in your life, whatever it is you built, it's 373 00:17:32,880 --> 00:17:34,000 just crumbling. 374 00:17:34,720 --> 00:17:39,759 So the mental state that the client's coming to you, in order 375 00:17:39,759 --> 00:17:43,440 for you to even have a productive conversation, one of 376 00:17:43,440 --> 00:17:47,200 the first things that needs to be done is you have to stabilize 377 00:17:47,200 --> 00:17:48,240 them emotionally. 378 00:17:48,960 --> 00:17:54,480 So not only your first hello needs to be both, I am here, I 379 00:17:54,720 --> 00:18:00,080 care about you, but have they have to have the skill to calm 380 00:18:00,960 --> 00:18:05,200 emotionally, calm the person down first. 381 00:18:06,080 --> 00:18:09,600 Get them to the point, so slow the conversation down. 382 00:18:10,320 --> 00:18:15,920 That's I think that's why most firms lose 70 to almost 80% of 383 00:18:15,920 --> 00:18:19,519 the conversation, is because they don't understand that in 384 00:18:19,519 --> 00:18:22,000 order for them to be able to have the whole the rest of the 385 00:18:22,000 --> 00:18:27,279 conversation, they have to be able to control the dynamic so 386 00:18:27,279 --> 00:18:31,200 that they can guide the potential client through the 387 00:18:31,200 --> 00:18:33,680 whole enrollment process. 388 00:18:34,000 --> 00:18:36,560 SPEAKER_01: That makes a lot of sense because you are those two 389 00:18:36,560 --> 00:18:39,519 practice areas specifically potentially talking to people on 390 00:18:39,519 --> 00:18:40,960 the worst day of their life. 391 00:18:41,759 --> 00:18:43,200 Always a high emotion. 392 00:18:43,440 --> 00:18:45,200 I know I understand that. 393 00:18:45,440 --> 00:18:47,840 So now, okay, we control the conversation. 394 00:18:48,000 --> 00:18:52,400 How do we move into a sales structure, which an intake call 395 00:18:52,400 --> 00:18:56,160 is sales, without, especially when people and attorneys 396 00:18:56,160 --> 00:18:58,960 struggle with the whole sales side of their practice? 397 00:18:59,200 --> 00:19:00,320 But you have to. 398 00:19:01,759 --> 00:19:02,880 You have to do sales. 399 00:19:36,529 --> 00:19:37,410 It's just what it's called. 400 00:19:37,569 --> 00:19:40,289 Whether you want to call it something else, it is sales, so 401 00:19:40,289 --> 00:19:41,250 it makes you money. 402 00:19:41,410 --> 00:19:44,769 How do you help transition or make them understand this is 403 00:19:44,769 --> 00:19:46,210 what's actually happening? 404 00:19:47,170 --> 00:19:49,809 SPEAKER_02: So first you kind of emotionally connect with them 405 00:19:49,809 --> 00:19:51,250 and slow them down. 406 00:19:51,410 --> 00:19:54,130 Then you get a big old reveal of, okay, tell me what happened. 407 00:19:54,210 --> 00:19:56,289 That's more of a controlling, getting them to calm down. 408 00:19:56,450 --> 00:19:57,329 Tell me what happened. 409 00:19:57,490 --> 00:20:00,210 What brought me what brought you here to to be today? 410 00:20:00,849 --> 00:20:05,170 Get the story, and then figure out, okay, bring them down 411 00:20:05,170 --> 00:20:07,009 again, bring them down to reality. 412 00:20:07,250 --> 00:20:10,049 And okay, at the end of the day, what's really important here? 413 00:20:10,450 --> 00:20:15,009 As an attorney, the list of wish lists of what's important is 414 00:20:15,089 --> 00:20:16,450 gonna always be the same. 415 00:20:16,769 --> 00:20:18,529 It's gonna always be the same, right? 416 00:20:18,690 --> 00:20:21,650 If you're in a divorce, because if they have children, I need to 417 00:20:21,650 --> 00:20:24,690 figure out how we're gonna co-parent. 418 00:20:25,250 --> 00:20:29,089 I need to figure out what we're gonna do with our marital 419 00:20:29,089 --> 00:20:29,569 assets. 420 00:20:29,730 --> 00:20:32,690 It's gonna be the same conversation, same But it's not, 421 00:20:32,849 --> 00:20:36,049 but the point is the questions that you can be asking them, 422 00:20:36,130 --> 00:20:37,170 it's not about you. 423 00:20:37,650 --> 00:20:39,170 It's about the potential client. 424 00:20:39,329 --> 00:20:39,650 Yeah. 425 00:20:40,049 --> 00:20:42,450 You're getting them to come down, you're getting them to 426 00:20:42,450 --> 00:20:45,970 tell the story so that they can, in a way, unload. 427 00:20:46,529 --> 00:20:47,009 Right? 428 00:20:47,329 --> 00:20:49,569 Unload whatever it is that they're carrying. 429 00:20:49,970 --> 00:20:53,089 And then once you do that, then you go, okay, you know what? 430 00:20:53,250 --> 00:20:54,130 I have good news. 431 00:20:54,210 --> 00:20:56,450 This is something that I will be able to help you with. 432 00:20:56,690 --> 00:20:57,009 SPEAKER_00: Okay. 433 00:20:57,250 --> 00:20:59,009 SPEAKER_02: One of the first things that we need to do is we 434 00:20:59,009 --> 00:21:01,970 need to go A, B, C, really big legal strategy. 435 00:21:02,049 --> 00:21:03,809 And this is where most attorneys get trapped. 436 00:21:03,970 --> 00:21:06,690 Then they it's very tempting for them to start going doing all 437 00:21:06,690 --> 00:21:08,609 the detail works and giving legal advice. 438 00:21:08,849 --> 00:21:11,089 They're they can't do that or else they're gonna lose the 439 00:21:11,089 --> 00:21:12,049 whole conversation. 440 00:21:12,289 --> 00:21:16,450 This is where I can protect you in a big legal, big high-level 441 00:21:16,450 --> 00:21:17,170 stuff. 442 00:21:17,569 --> 00:21:21,329 And then this is what you're talking about, is most people 443 00:21:21,329 --> 00:21:24,210 don't get to the they get it's uncomfortable talking about 444 00:21:24,210 --> 00:21:24,529 money. 445 00:21:26,049 --> 00:21:28,370 They're uncomfortable because money brings in a lot of issues. 446 00:21:28,529 --> 00:21:31,730 It brings out for the person who is providing the information and 447 00:21:31,730 --> 00:21:34,529 for the person who is receiving the information, but you have to 448 00:21:34,529 --> 00:21:34,769 do it. 449 00:21:34,849 --> 00:21:39,170 And the best way is in order for us to come on board, here's the 450 00:21:39,170 --> 00:21:43,970 cost and then c and then pause. 451 00:21:44,769 --> 00:21:48,609 Let the number let everything kind of land. 452 00:21:48,849 --> 00:21:49,170 SPEAKER_01: Yeah. 453 00:21:49,569 --> 00:21:50,930 SPEAKER_02: And you have to slow it. 454 00:21:51,170 --> 00:21:55,250 You have to say it really slowly, because when you talk 455 00:21:55,250 --> 00:21:59,329 about money, again, it brings on a lot of re emotions because 456 00:21:59,329 --> 00:22:01,890 people have difficult relationships with money in 457 00:22:01,890 --> 00:22:02,130 general. 458 00:22:02,370 --> 00:22:02,609 Sure. 459 00:22:02,769 --> 00:22:05,490 So you have to slow everything down, right? 460 00:22:05,650 --> 00:22:05,970 SPEAKER_01: Yeah. 461 00:22:06,450 --> 00:22:07,089 Let it land. 462 00:22:07,410 --> 00:22:07,890 I love that. 463 00:22:08,049 --> 00:22:11,329 And then so uh and so you can actually control this 464 00:22:11,329 --> 00:22:15,089 conversation by your tone and your speed. 465 00:22:15,569 --> 00:22:17,809 So you're bringing the rock of the emotion down. 466 00:22:17,970 --> 00:22:20,609 So you're still doing having a structured conversation, but 467 00:22:20,609 --> 00:22:22,849 you're actually controlling instead of being the one that's 468 00:22:22,849 --> 00:22:25,890 getting 20 questions and you're just throwing the answers out. 469 00:22:26,210 --> 00:22:29,170 So you're getting an absolutely building an opportunity to be 470 00:22:29,170 --> 00:22:30,529 able to serve these people. 471 00:22:31,329 --> 00:22:32,049 SPEAKER_02: Absolutely. 472 00:22:32,289 --> 00:22:36,849 Because most one one of the one of the um framing that I provide 473 00:22:36,849 --> 00:22:42,849 with for our attorneys is that clients, all clients, come with 474 00:22:42,849 --> 00:22:43,009 you. 475 00:22:43,730 --> 00:22:44,370 Two problems. 476 00:22:45,490 --> 00:22:46,529 They have all this. 477 00:22:47,170 --> 00:22:48,769 The first is the legal problem. 478 00:22:49,809 --> 00:22:51,970 The fact that they're able to connect with you, that's a 479 00:22:51,970 --> 00:22:52,529 no-brainer. 480 00:22:52,849 --> 00:22:56,130 Anytime they they connect within a law with a law firm or with an 481 00:22:56,130 --> 00:22:57,329 attorney, that's a no-brainer. 482 00:22:57,970 --> 00:23:00,849 As long as it's in the practice area, they come to the right 483 00:23:00,849 --> 00:23:01,089 place. 484 00:23:01,250 --> 00:23:04,130 You have been training your whole people to school basically 485 00:23:04,130 --> 00:23:05,410 all your life to do this. 486 00:23:05,650 --> 00:23:06,529 Not a big deal. 487 00:23:07,250 --> 00:23:09,410 But here's the other problem that you need to help them 488 00:23:09,410 --> 00:23:09,650 solve. 489 00:23:09,809 --> 00:23:13,329 If you aren't successful in helping them solve this, you're 490 00:23:13,329 --> 00:23:14,450 not gonna have a client. 491 00:23:14,769 --> 00:23:18,370 And that is they also have the financial problem. 492 00:23:18,690 --> 00:23:24,849 Okay unless you stay with them and get comfortable and look at 493 00:23:24,849 --> 00:23:30,370 this as how can I help you solve this piece of your problem. 494 00:23:30,529 --> 00:23:32,130 It's an excess problem. 495 00:23:33,089 --> 00:23:36,130 If you can't stay with them and help them figure that out, 496 00:23:37,329 --> 00:23:40,049 you're not gonna be they're not gonna be able to stay with you 497 00:23:40,690 --> 00:23:42,210 and become your client. 498 00:23:43,250 --> 00:23:45,250 SPEAKER_01: Now when we're talking about this sounds like 499 00:23:45,490 --> 00:23:49,089 it it feels like we're thinking about a long conversation, but 500 00:23:49,089 --> 00:23:51,890 we're not, it's not necessarily a long conversation. 501 00:23:52,210 --> 00:23:53,009 Would you agree? 502 00:23:53,250 --> 00:23:53,410 SPEAKER_02: No. 503 00:23:53,650 --> 00:23:57,730 By the time when it when if you do this correctly, by the time 504 00:23:57,730 --> 00:24:01,009 it's all said and done, within 30, 30 minutes or so, you will 505 00:24:01,009 --> 00:24:01,809 have a new client. 506 00:24:02,049 --> 00:24:03,569 And it's a one-shot deal. 507 00:24:03,730 --> 00:24:06,289 It's not, oh, I'll have this conversation, and then I have 508 00:24:06,289 --> 00:24:09,890 two to three other conversations that's an hour, two hours long. 509 00:24:10,049 --> 00:24:10,609 SPEAKER_01: Yeah. 510 00:24:10,849 --> 00:24:12,529 SPEAKER_02: It's one and done. 511 00:24:12,769 --> 00:24:18,130 And by the time 10, 15 minutes into the conversation, you will 512 00:24:18,130 --> 00:24:23,170 know whether you've uh are having a successful enrollment 513 00:24:23,170 --> 00:24:24,049 conversation or not. 514 00:24:24,370 --> 00:24:26,370 SPEAKER_01: I love the way you frame that because we're also 515 00:24:26,370 --> 00:24:28,370 looking at building rapport in the beginning. 516 00:24:28,529 --> 00:24:31,009 You're controlling the conversation or the emotions of 517 00:24:31,009 --> 00:24:34,049 the conversation, I should say, and you're building in your mind 518 00:24:34,049 --> 00:24:34,930 what you can do to help. 519 00:24:35,089 --> 00:24:35,569 I love that. 520 00:24:35,650 --> 00:24:40,130 And one conversation structured correctly can save, say, three 521 00:24:40,130 --> 00:24:43,009 weeks of follow-up calls that and they never choose you. 522 00:24:43,809 --> 00:24:44,370 SPEAKER_02: Absolutely. 523 00:24:44,769 --> 00:24:45,970 Here's another thing. 524 00:24:46,289 --> 00:24:50,210 Really, this one conversation, 90% of the time, is the only 525 00:24:50,210 --> 00:24:54,210 opportunity that you're gonna have to get them to decide 526 00:24:54,210 --> 00:24:56,210 whether they're gonna move forward with you. 527 00:24:56,849 --> 00:25:03,170 If you have to do a follow-up, 75, 85, 90% of the time, it's 528 00:25:03,170 --> 00:25:05,650 not gonna happen because here's what's gonna, what that's gonna 529 00:25:05,650 --> 00:25:06,130 look like. 530 00:25:06,450 --> 00:25:09,490 You're gonna try to call them to have a follow-up. 531 00:25:10,450 --> 00:25:11,890 Nobody's gonna answer your call. 532 00:25:12,130 --> 00:25:14,130 SPEAKER_01: I think we've all, anyone in sales that has 533 00:25:14,130 --> 00:25:15,250 experienced that. 534 00:25:15,569 --> 00:25:15,970 Yeah. 535 00:25:16,210 --> 00:25:18,690 So when you do get them on the phone, that's the one thing. 536 00:25:18,849 --> 00:25:20,690 Now, here's the other question for you. 537 00:25:20,849 --> 00:25:24,609 What do you feel like how speed delete it impacts the 538 00:25:24,609 --> 00:25:25,170 conversation? 539 00:25:25,329 --> 00:25:28,450 Because say someone came through an ad, right? 540 00:25:28,609 --> 00:25:31,329 So we're doing ads, someone comes through the ad, they 541 00:25:31,329 --> 00:25:32,690 didn't call, right? 542 00:25:32,769 --> 00:25:34,210 They just filled out a form. 543 00:25:35,250 --> 00:25:37,170 Now, how many forms? 544 00:25:37,410 --> 00:25:39,329 SPEAKER_02: That's a terrible unless you're a PI attorney, 545 00:25:39,490 --> 00:25:43,009 unless you're a PI fur, that's a terrible person interaction. 546 00:25:43,250 --> 00:25:47,569 I call that you just completely diswasted a lead. 547 00:25:47,730 --> 00:25:51,170 That for me, because that meant that there's no contact. 548 00:25:51,410 --> 00:25:51,809 SPEAKER_01: Yeah. 549 00:25:52,210 --> 00:25:54,130 We really push the phone number everywhere. 550 00:25:54,289 --> 00:25:56,690 We're pushing everything for a phone number, not enough form 551 00:25:56,690 --> 00:25:57,009 feel. 552 00:25:57,170 --> 00:25:59,809 But if someone doesn't pick up the phone, but they fill out a 553 00:25:59,809 --> 00:26:02,930 form and submit the form and then go on about their day. 554 00:26:03,170 --> 00:26:06,450 To us, it's really important to get on that lead immediately 555 00:26:06,450 --> 00:26:07,490 while they're thinking of it. 556 00:26:08,289 --> 00:26:11,089 If you can't get to it until tomorrow, and it's say it's 557 00:26:11,170 --> 00:26:13,410 that's something, that's what one of the things we offer a 558 00:26:13,410 --> 00:26:15,569 24-7 client intake. 559 00:26:15,970 --> 00:26:18,690 A lead comes in at 2 30 a.m., you don't know what they're 560 00:26:18,690 --> 00:26:21,009 going through in their life, and they need an attorney and they 561 00:26:21,009 --> 00:26:21,890 called you. 562 00:26:22,210 --> 00:26:23,809 They can't wait until 9 30 a.m. 563 00:26:23,970 --> 00:26:24,849 SPEAKER_02: I love that. 564 00:26:25,410 --> 00:26:26,529 No, I love that. 565 00:26:26,690 --> 00:26:30,609 I love that's one of the aspects of your service that I that got 566 00:26:30,609 --> 00:26:34,609 me excited when we reconnected was the fact that not only do 567 00:26:34,609 --> 00:26:37,410 you work on the marketing and bringing people, right? 568 00:26:37,569 --> 00:26:41,569 Uh attorneys, lead, but you have that basically in an initial 569 00:26:41,569 --> 00:26:42,930 intake team to capture that. 570 00:26:43,170 --> 00:26:47,730 Because here's what happens: you have between five to ten minutes 571 00:26:47,730 --> 00:26:48,609 to respond to people. 572 00:26:48,930 --> 00:26:49,410 Max. 573 00:26:49,730 --> 00:26:51,490 Remember the phone book scenario? 574 00:26:51,650 --> 00:26:53,329 I know I just aged myself, right? 575 00:26:54,529 --> 00:26:59,490 Because if you don't get to get to interact with them, and this 576 00:26:59,490 --> 00:27:01,410 is we're talking about contact process. 577 00:27:01,569 --> 00:27:04,370 And the contact that matters is when you actually get a chance 578 00:27:04,370 --> 00:27:05,089 to speak with them. 579 00:27:05,170 --> 00:27:08,370 It's not, oh, I sent them an email, which is the worst case, 580 00:27:08,450 --> 00:27:08,690 right? 581 00:27:08,769 --> 00:27:09,650 It's like terrible. 582 00:27:09,730 --> 00:27:11,250 Nobody looks up their email anymore. 583 00:27:12,609 --> 00:27:14,450 Or I texted them, that doesn't count. 584 00:27:14,609 --> 00:27:18,370 You actually, in order for you to maximize the potential, you 585 00:27:18,370 --> 00:27:19,809 have to be able to speak with them. 586 00:27:20,930 --> 00:27:24,690 And if you don't get to them within 10 to 15 minutes, your 587 00:27:25,009 --> 00:27:28,609 opportunity after I think 15 or something like that, collapsed 588 00:27:28,609 --> 00:27:29,329 to about 75%. 589 00:27:30,049 --> 00:27:31,970 It literally just goes off the cliff. 590 00:27:33,730 --> 00:27:37,089 And that is why if you are not available, because it makes 591 00:27:37,089 --> 00:27:39,650 sense, especially if you're a solo, you might be in court. 592 00:27:39,730 --> 00:27:42,130 You're busy, you're not just right, trying to do the 593 00:27:42,130 --> 00:27:45,250 marketing piece, client acquisition piece, but you're 594 00:27:45,250 --> 00:27:46,529 also doing the legal work. 595 00:27:46,690 --> 00:27:52,049 That's why it's so important to have to work with a marketing 596 00:27:52,049 --> 00:27:52,370 partner. 597 00:27:52,609 --> 00:27:56,849 And we're talking it really is a partnership that also has the 598 00:27:56,849 --> 00:28:01,009 intake where if you aren't able to do that, do they have system 599 00:28:01,250 --> 00:28:05,170 and process in place to help you get through with that first 600 00:28:05,170 --> 00:28:08,690 hurdle, which is the contact and scheduling, right? 601 00:28:08,930 --> 00:28:09,410 Process. 602 00:28:09,730 --> 00:28:11,490 SPEAKER_01: Well, the one thing that a lot of attorneys don't 603 00:28:11,490 --> 00:28:14,769 realize about local service ads is if you actually put in your 604 00:28:14,769 --> 00:28:17,730 Google Business profile that you're a 24-7 call, that you can 605 00:28:17,730 --> 00:28:21,809 take calls 24-7 and you need to be available as 24-7. 606 00:28:22,210 --> 00:28:23,890 Because now this is a new feature as well. 607 00:28:24,049 --> 00:28:28,289 If you don't answer the phone after 5 p.m., right, at say 608 00:28:28,370 --> 00:28:29,410 midnight or 10 p.m. 609 00:28:29,569 --> 00:28:33,089 or whatever, on I think it's one or two occasions, they stop 610 00:28:33,250 --> 00:28:35,250 showing your ad after hours. 611 00:28:35,650 --> 00:28:40,049 So here you're paying$500 to $2,000 a week for local service 612 00:28:40,049 --> 00:28:40,370 ads. 613 00:28:40,529 --> 00:28:43,170 You didn't answer your phone after hours. 614 00:28:43,809 --> 00:28:47,009 They no longer show they will no longer eventually stop showing 615 00:28:47,009 --> 00:28:48,450 your ad after hours. 616 00:28:49,170 --> 00:28:50,370 SPEAKER_02: I had no idea. 617 00:28:51,410 --> 00:28:52,370 SPEAKER_01: That's part of their AI. 618 00:28:54,609 --> 00:28:57,569 SPEAKER_02: Oh, it's the AI because it because if you don't 619 00:28:57,569 --> 00:28:59,250 respond, they're not making any money. 620 00:28:59,490 --> 00:29:00,210 SPEAKER_01: That's right. 621 00:29:00,849 --> 00:29:01,170 SPEAKER_02: Right? 622 00:29:01,410 --> 00:29:04,370 SPEAKER_01: Because pick up the phone and talk to that lead. 623 00:29:05,009 --> 00:29:07,890 All the more reason for them to say, hey, Miss Lead, would you 624 00:29:07,890 --> 00:29:11,650 like me to send give you to four other attorneys that you could 625 00:29:11,650 --> 00:29:12,289 talk to? 626 00:29:12,529 --> 00:29:14,370 So it is That's right. 627 00:29:14,609 --> 00:29:17,809 It's I can see it's totally clear when you say that that law 628 00:29:17,809 --> 00:29:21,250 firms are losing 70% of the cases that they pay to bring 629 00:29:21,250 --> 00:29:22,210 their leads in. 630 00:29:22,450 --> 00:29:25,410 SPEAKER_02: So it's Yeah, it's a literally fall off the in fact. 631 00:29:25,490 --> 00:29:28,210 That's one of the what you can't, it's all metrics, right? 632 00:29:28,289 --> 00:29:31,009 You have to be able to measure all of this because then you 633 00:29:31,009 --> 00:29:34,529 can't, especially for you, if the attorneys that you're 634 00:29:34,529 --> 00:29:37,490 working with, you send them, you generate the marketing that is 635 00:29:37,490 --> 00:29:39,890 needed to send them all the potential clients. 636 00:29:40,049 --> 00:29:42,289 If they don't have a way to track, there's no metrics. 637 00:29:42,370 --> 00:29:44,289 It's like you can't adjust, right? 638 00:29:44,450 --> 00:29:44,609 Right. 639 00:29:44,849 --> 00:29:48,130 So one of the ones of the met one of the metrics that I help 640 00:29:48,130 --> 00:29:51,170 attorneys and figure out is what is your contact rate. 641 00:29:51,890 --> 00:29:52,289 SPEAKER_01: Yeah. 642 00:29:52,529 --> 00:29:54,849 SPEAKER_02: If your marketer, your marketing person is 643 00:29:54,849 --> 00:29:59,170 bringing in 20, 30 leads a day and you're contacting maybe 644 00:29:59,170 --> 00:30:01,730 five, there's a problem, right? 645 00:30:01,890 --> 00:30:02,130 Yes. 646 00:30:02,289 --> 00:30:04,690 First thing you need to draw the there's a gap here. 647 00:30:05,009 --> 00:30:07,250 There's there's a breakdown in your system, and there's a 648 00:30:07,250 --> 00:30:11,490 freaking hole that we need to figure out where it's at and and 649 00:30:11,490 --> 00:30:12,049 fix it. 650 00:30:12,289 --> 00:30:14,609 SPEAKER_01: Yeah, because it's not always the leads suck. 651 00:30:14,690 --> 00:30:15,650 That's what we get all the time. 652 00:30:15,809 --> 00:30:19,009 So when we start digging into it, because we use call tracking 653 00:30:19,009 --> 00:30:21,089 numbers and we track as much as we can. 654 00:30:21,329 --> 00:30:22,049 Come down to it. 655 00:30:22,130 --> 00:30:24,930 It's not that the leads suck, it's that you're not actually 656 00:30:24,930 --> 00:30:26,450 reaching the leads. 657 00:30:26,690 --> 00:30:28,289 So you're not having someone have that. 658 00:30:28,769 --> 00:30:30,049 SPEAKER_02: Here's my experience in working. 659 00:30:30,130 --> 00:30:36,930 Literally, this is where I can absolutely say 85 to 90% of the 660 00:30:36,930 --> 00:30:41,569 time, if you're having client acquisition issues, it's not 661 00:30:41,569 --> 00:30:42,130 marketing. 662 00:30:42,450 --> 00:30:43,970 SPEAKER_01: No, it's processes. 663 00:30:44,930 --> 00:30:45,970 It's systems and processes. 664 00:30:47,490 --> 00:30:48,210 SPEAKER_02: Internal. 665 00:30:48,370 --> 00:30:52,769 It's the internal, what's happening in the office, how 666 00:30:52,769 --> 00:30:56,450 you're receiving, what systems that you have in place, who you 667 00:30:56,450 --> 00:30:59,009 have interacting with a potential client. 668 00:31:00,289 --> 00:31:00,609 Right? 669 00:31:00,849 --> 00:31:01,170 Right. 670 00:31:01,569 --> 00:31:04,849 Because yeah, it's usually that's where I first go is 671 00:31:05,089 --> 00:31:07,809 before you change anything, if you have a marketing partner 672 00:31:07,890 --> 00:31:11,170 that you're working with and they are able to generate and 673 00:31:11,170 --> 00:31:15,970 bring in clients, before you start making shift externally, 674 00:31:16,130 --> 00:31:19,170 let's figure out what's happening internally. 675 00:31:19,890 --> 00:31:25,089 And usually we will be able to identify within one to two 676 00:31:25,089 --> 00:31:30,289 conversations, implement something, implement a process, 677 00:31:30,529 --> 00:31:33,809 and they will basically get almost whatever implementation, 678 00:31:33,970 --> 00:31:37,009 whatever strategy that we put in place, they will get almost an 679 00:31:37,009 --> 00:31:37,970 immediate feedback. 680 00:31:38,289 --> 00:31:39,009 SPEAKER_01: I'd imagine. 681 00:31:39,170 --> 00:31:41,410 Yeah, especially if you make a consistent phone ring and 682 00:31:41,490 --> 00:31:42,849 consistently is coming in. 683 00:31:43,089 --> 00:31:45,809 I think we've uncovered a big weakness. 684 00:31:46,049 --> 00:31:49,809 And if for any of our listeners that accept the fact that 685 00:31:49,809 --> 00:31:52,210 they're like, yeah, I think our intake's not doing us any 686 00:31:52,210 --> 00:31:52,769 favors. 687 00:31:53,009 --> 00:31:55,410 How where would they connect with you and learn more and 688 00:31:55,410 --> 00:31:57,009 actually try to fix this problem? 689 00:31:57,890 --> 00:31:58,690 SPEAKER_02: Absolutely. 690 00:31:58,930 --> 00:32:01,730 They can go to gozinger.com. 691 00:32:01,890 --> 00:32:02,210 SPEAKER_01: Okay. 692 00:32:03,089 --> 00:32:07,250 SPEAKER_02: Or they can reach out to me at support at 693 00:32:07,250 --> 00:32:09,170 gozinger.com. 694 00:32:09,490 --> 00:32:10,210 SPEAKER_01: All right, excellent. 695 00:32:10,289 --> 00:32:12,450 I'm gonna have we'll make sure we have those and your phone 696 00:32:12,450 --> 00:32:14,529 number in the in the show notes for everybody. 697 00:32:14,690 --> 00:32:18,690 But I think this is you brought on a very good point and place a 698 00:32:18,690 --> 00:32:22,049 place to look at of a weakness in a firm that could be making 699 00:32:22,049 --> 00:32:25,410 you thousands more dollars a month if you just fix this one 700 00:32:25,410 --> 00:32:25,650 piece. 701 00:32:25,809 --> 00:32:26,130 SPEAKER_02: Absolutely. 702 00:32:27,009 --> 00:32:27,650 Absolutely. 703 00:32:27,890 --> 00:32:30,450 Just so you know, Marilyn, we haven't had a chance. 704 00:32:30,769 --> 00:32:36,049 This week, I just published on Amazon a book with some of the 705 00:32:36,049 --> 00:32:37,490 ideas that we're talking about here. 706 00:32:37,809 --> 00:32:38,210 Okay, great. 707 00:32:38,609 --> 00:32:40,930 Your attorneys and your audience would like to know more. 708 00:32:41,089 --> 00:32:44,130 It's more higher level, but it basically one of the things that 709 00:32:44,130 --> 00:32:46,930 I was in working with our clients, one of the things that 710 00:32:46,930 --> 00:32:50,210 I was realizing that is that when you have even if you have 711 00:32:50,210 --> 00:32:53,490 intake, a lot of times the reason why they're not can 712 00:32:53,650 --> 00:32:56,370 interacting is because they don't know what to listen for. 713 00:32:57,089 --> 00:32:57,329 SPEAKER_01: Okay. 714 00:32:57,569 --> 00:32:59,329 SPEAKER_02: Even in the conversations, they don't know 715 00:32:59,329 --> 00:33:00,289 what to listen for. 716 00:33:00,450 --> 00:33:03,009 And so I've I talked about that within the structure of the 717 00:33:03,009 --> 00:33:04,289 enrollment conversation. 718 00:33:04,450 --> 00:33:07,569 So that if you're if you already have an intake team in place and 719 00:33:07,569 --> 00:33:10,690 you want to up-level and help train them, that would be a 720 00:33:10,690 --> 00:33:11,809 start good starting point. 721 00:33:11,970 --> 00:33:14,289 SPEAKER_01: So I'll get a link to the book. 722 00:33:14,370 --> 00:33:16,930 And I do love the way you frame the intake conversation to 723 00:33:16,930 --> 00:33:17,809 enrollment. 724 00:33:18,049 --> 00:33:21,490 That's we're enrolling new clients every time we talk to 725 00:33:21,490 --> 00:33:21,650 people. 726 00:33:21,809 --> 00:33:23,009 So that's fantastic. 727 00:33:23,089 --> 00:33:25,890 I'll get a link to your book and have that in the show notes as 728 00:33:25,890 --> 00:33:26,210 well. 729 00:33:26,930 --> 00:33:27,890 SPEAKER_02: Thank you so much. 730 00:33:28,130 --> 00:33:28,529 SPEAKER_01: All right. 731 00:33:28,609 --> 00:33:29,809 It's been a great conversation. 732 00:33:29,890 --> 00:33:31,170 Thank you for your time. 733 00:33:31,970 --> 00:33:32,930 It's been a pleasure. 734 00:33:33,089 --> 00:33:33,490 Take care. 735 00:33:33,730 --> 00:33:36,289 That's a wrap on today's episode of the Leadership in Law 736 00:33:36,289 --> 00:33:36,690 Podcast. 737 00:33:36,849 --> 00:33:38,930 Before you go, I want to make sure that you know about 738 00:33:38,930 --> 00:33:41,569 something that could be a real game changer for your firm. 739 00:33:41,730 --> 00:33:44,450 If you've been doing the work, showing up, serving clients, but 740 00:33:44,450 --> 00:33:47,170 your marketing still isn't producing the caseload you know 741 00:33:47,170 --> 00:33:47,650 you deserve. 742 00:33:47,809 --> 00:33:50,529 That's exactly the problem Law Marketing Zone was built to 743 00:33:50,529 --> 00:33:50,769 solve. 744 00:33:50,930 --> 00:33:53,890 My team and I work exclusively with law firms, and we don't do 745 00:33:53,890 --> 00:33:54,769 cookie cutter. 746 00:33:54,849 --> 00:33:57,890 We build a strategy around your practice, your market, and your 747 00:33:57,890 --> 00:33:58,210 goals. 748 00:33:58,370 --> 00:34:02,289 More high-quality leads, better cases, less stress, and more 749 00:34:02,289 --> 00:34:02,609 profit. 750 00:34:02,769 --> 00:34:05,329 Head over to LawmarketingZone.com/slash book 751 00:34:05,410 --> 00:34:08,050 a call and book your free case growth session today. 752 00:34:08,210 --> 00:34:09,490 The link is in the show notes. 753 00:34:09,570 --> 00:34:12,450 Thanks for listening, and we'll see you next episode. 754 00:34:13,490 --> 00:34:15,890 SPEAKER_00: Thanks for joining us on another episode of the 755 00:34:15,890 --> 00:34:17,970 Leadership in Law Podcast. 756 00:34:18,210 --> 00:34:20,530 Remember, you're not alone on this journey. 757 00:34:20,690 --> 00:34:23,730 There's a whole community of law firm owners out there facing 758 00:34:23,730 --> 00:34:26,769 similar challenges and striving for the things to pass. 759 00:34:27,170 --> 00:34:31,890 Head over to our website at LawMarketingSnode.com or there 760 00:34:32,130 --> 00:34:35,730 connect with other listeners to access valuable resources and 761 00:34:35,890 --> 00:34:37,970 stay up to date on the latest episode. 762 00:34:38,849 --> 00:34:39,970 Don't forget to provide. 763 00:34:40,289 --> 00:34:43,410 And leave us to review on your favorite podcast platform. 764 00:34:43,730 --> 00:34:47,730 Until next time, keep leading with Big Bull and keep growing 765 00:34:47,730 --> 00:34:48,289 your firm.

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S04E157 Your Intake Costing Your Firm Thousands. Fix It with Sou Bounlutay - Leadership In Law Podcast | The B2B Podcast Index