1. From your firm’s time and billing
system, request your client list by total, cumulative number of billable hours
by year for last three years (preferable in Excel or Word so you can take notes
or edit as desired).
2. Carve out time to review and analyze
the list.
3. Think about your clients overall and
individually and ask yourself such questions as:
a. Which clients have I not been in
touch with recently? Consider contacting them to wish them a New Year and ask
what’s new, what’s planned for 2017, etc.
b. Which clients did I/we not do any
work for in 2016? If you have not been in touch with them recently, do so.
c. Which clients came to you from a
referral (from outside your firm or within)? Have you touched base with that
referral source to thank them, ask what’s new, and have a discussion about what
you can refer to them (as appropriate).
4. Review your potential client list (if
you have one). Check LinkedIn to see whom you or your connections know. Request
the same from the person who manages your in-house marketing CRM system. If you
have not requested a conflict report (or have not done so in the last three
months, request one). If you do not have a potential/target/desired client
list, create one.
5. If you do not use a great rainmaker
coach, consider hiring one. Or, ask your in-house marketing/business
development staff members to schedule a half-hour, proactive coaching meeting
either weekly, monthly, or quarterly with you as desired.
If you like this blog post, check out and "like" my new Facebook page @therainmakercoach
where I will be posting useful and valuable "sales" and business
development tips and content for lawyers, law firm marketers and law firms all
year long!
About the Author: Julie Savarino is an attorney, rainmaker coach, and one of the world’s most highly recommended “sales” and business development coaches and consultants for lawyers and law firms.
No comments:
Post a Comment