By
Trey Ryder
Cross-selling
is the selling-based marketing term for your
efforts to persuade clients to buy added
services from different practice areas within
your firm.
But
the problem is, most lawyers don't like to sell
-- and most clients don't like to be the target
of a sales pitch. Think back to the last time
you tried to talk with a client about another
practice area. Your client immediately thinks,
"Here comes the sales pitch," and
looks for a way to avoid the discussion. You
think, "I don't want to turn off the
client, but I’m feeling pressure to increase
the services he buys from our firm."
I
suggest you use the term
"cross-marketing." This takes the
element of sales out of the process, leaving you
with the opportunity to market with dignity.
If
you're like most lawyers, your clients have told
you that they hired a lawyer at another firm
because they did not realize your firm could
provide the same service.
Here's
how to make sure clients, prospects and referral
sources know the range of services you offer:
Step
#1: Create a marketing message for
each practice area you want to promote. Write
titles for your educational materials that
attract specific types of clients. Appeal to
both your client's fear of loss and desire for
gain. Make sure your marketing materials convey
to prospects and clients that you can solve
their problems. (If your prospects and clients
are not aware that they have problems, then you
need to first educate them about the problem so
you can offer a solution.)
Your
marketing message should consist of the
following:
- Educational
materials that explain your prospect's
problem and the solutions you can provide;
- Biographical
material that outlines your education,
background and experience, along with your
photo;
- Articles
you've written or in which you've been
quoted, reinforcing the fact that you are an
authority in your field;
- Articles
that support the depth of your prospect's
problem, proof that your recommended
solution works, or both, even if you have no
connection to the articles;
- Letters
of recommendation from clients and
colleagues attesting to your knowledge,
skill, judgment and experience.
(Testimonials are not allowed in some
jurisdictions, so be sure to check your
rules of professional conduct.);
- A
detailed letter that explains the services
you offer, answers frequently asked
questions, and provides information about
fees;
- A
one-page handout that explains the many
benefits clients receive from hiring you;
- A
one-page handout that explains how you
differ from other lawyers (your competitive
advantages), listing reasons prospects hire
you;
- A
one-page handout that lists objectives
prospects want to achieve. Involve your
prospect by asking him to fill out the form,
check objectives that are important to him,
and then fax the form to you or bring it to
your initial meeting; and
- Information
and advice about how to hire a lawyer in
your field of law.
Step
#2: Offer this new packet of
educational materials to clients, prospects and
referral sources through your
- Newsletters.
Don't limit your newsletter only to
information about one practice area. Offer
educational materials from all practice
areas in all of your newsletters. This gives
readers the opportunity to request
information in all areas where they have
interests -- interests you may not know they
have.
- Web
site. Offer educational materials from all
practice areas on your web site. Include
submit forms so prospects and clients can
request materials.
- News
releases. Send news releases to editors at
the publications your prospects read. In
those news releases, in addition to your
news content, offer to mail your educational
materials to anyone on request.
- Advertising.
Offer your educational materials in print
ads and commercials.
- Seminars.
Offer forms at your seminars so attendees
can request your educational materials from
any or all of your practice groups. If you
offer the materials them-selves, your
prospects and clients could pick up your
materials and you might not know who took
what. But when you offer a one-page form on
which attendees can request materials, you
can take those back to the office and fill
their requests by mail or e-mail. Then you
know exactly who is interested in which
subjects.
- Direct
mail. Send a letter to your clients and
prospects offering materials from all
practice groups to everyone on your mailing
list. You might enclose the form you used at
seminars to request the same materials.
- E-mail.
Send an e-mail to all of your clients and
prospects offering materials from all
practice areas.
Step
#3: Invite clients to call you
anytime they have a legal question or problem,
even if the subject is not in your primary
practice area. When you become your clients'
first point of contact for all legal questions,
you have the opportunity to direct the outcome
of their calls.
Successful
cross-marketing hinges on three things:
- Who
gets the call first. When you make it clear
to clients and prospects that you are happy
to serve as their primary contact for all
legal questions, you increase your value and
you have the opportunity to direct inquiries
to other practice areas within your firm.
- The
degree to which your clients know the
services your firm offers. By creating
educational materials for each practice
group -- and by offering those materials to
your entire client list -- you can track who
has an interest in which subjects by
monitoring the materials they request.
- Early
and ongoing education and interaction with
existing clients. The sooner you generate an
inquiry from a qualified prospect -- or, in
this case, one of your firm’s clients --
the sooner you have the opportunity to (1)
learn of your client’s interest in this
new practice area, (2) provide educational
material on the subject, and (3) start
identifying your client's problem and the
solutions you can provide.
When
you market with education, you attract your
client’s inquiry early in the process, long
before your client approaches another lawyer --
and long before your client's need becomes known
to another law firm. This is how to effectively
cross market services with dignity -- without
selling.

Trey
Ryder is a law-firm consultant who specializes
in education-based marketing for attorneys. He
offers lawyers three free articles by e-mail: 13
Marketing Misconceptions that Cost Lawyers a
Fortune, 11 Brochure Mistakes Lawyers Make, and
7 Secrets of Dignified Marketing. Send your name
and e-mail address to trey@treyryder.com and ask
for his e-mail packet of articles.
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