How To Draft A Simple, Quick And Effective Marketing Plan

by Trey Ryder 

Many lawyers create their own marketing plans.  But in the end, they wind up with a plan that's full of holes.  Their plans often begin like this: 

Step #1:  Take one prospect to lunch each week. 

That's fine for the introduction.  But what do you do next? 

What can you do that will increase your prospect's confidence in you?  That will increase your credibility?  That will help your prospect understand his many problems and the solutions you can provide? 

Your problem grows even harder to solve if you cannot identify your prospects.  Then your marketing program must get your prospects to identify themselves so you know where to direct your marketing effort and dollars. 

Bottom line:  Your marketing plan should list all of the steps you will take to achieve your goal.  If your goal is attracting new clients, your marketing program should take you from the first step, where you identify the services you want to market -- to the point where your client hands you a retainer check or signs your retention agreement. 

Here's the current marketing plan I use with every client.  Follow these 16 steps and you will attract new clients and increase referrals. 

STEP #1:  Identify the services you want to market and the niche you want to fill.  When prospects hear your name, you want them to associate you with a specific type of services.  For example, John Wilbanks is an estate planning attorney.  Karen Ambrose is a divorce lawyer.  Mark O'Connor is a corporate lawyer. 

STEP #2:  Identify the clients you want to attract.  If you expect to hit your target, you must know where to aim.  Identify your pro­spects by 

-- Demographics:  These are characteristics that identify individuals by who they are (including gender, age, marital and family status, and occupation) -- and what they have (including education, income, car and home). 

-- Psychographics:  These are characteristics that identify individuals by what they like and how they live, such as hobbies, interests, and leisure activities -- anything that will connect you with the audience you want to reach. 

-- Geographics:  These are characteristics that identify individuals by where they live, where they work, and where you can find your prospective clients. 

STEP #3:  Identify what you can add to your services so prospects consistently choose you over other lawyers.  Ask yourself how you can provide services more efficiently, effectively, completely, or faster -- with your client benefiting from less risk and more value. 

I had a problem with the dealership that serviced my car.  I lost one hour in the morning taking the car for service, and another hour in the afternoon retrieving the car.  So I explained my situation to the service manager.  He said, "No problem, I'll send someone to pick up the car." 

In just 10 words, he added tremendous value to his services, at a cost of almost nothing.  And I added two billable hours to my day! 

Identify what you can do that will add greatly to the value you deliver to your clients. 

STEP #4: Identify how you and your services differ from those of your competitors.  Positive differences are your competitive advantages.  Negative differences are your competitive disadvantages.  Identify both so you'll know your strengths and weaknesses. 

Competitive advantages can include (1) your education, background and experi­ence, (2) the results you achieve for clients, (3) how well you serve and meet clients' needs, and (4) the physical environment in which you serve clients.  As a rule, the deeper your knowledge, skill and experience, the higher the fees you can charge. 

Everywhere you deliver your marketing message -- in written materials, at seminars, during interviews, on your Web site -- clearly spell out your competitive advantages. 

STEP #5:  Learn how to establish your credibility and interact with prospects without selling.  Today's clients want confidence in your abilities, personal attention, and value for their money. 

When you interview your prospect, (1) ask what problem he wants to solve or goal he wants to achieve, (2) listen carefully so you know which points he considers most important, (3) offer information about your prospect's problem and the solu­tion you recommend, (4) provide facts about your background and qualifications, (5) explain how you've helped other clients in similar situations, and (6) allow your prospect to make his own decision without pressure from you. 

STEP #6:  Compile and keep on computer a comprehensive mailing list.  Your mailing list is your most important business asset.  Whether your list contains 20 names -- or 2,000 names -- these people are the core around which you build a successful firm. 

Your mailing list should include (1) past and present clients, (2) prospective clients, (3) referral sources, (4) prospective referral sources, and (5) editors and producers at media outlets that reach your target audience.  Code your mailing list so you can call up whatever names you need. 

The critical element in your marketing program is your ability to add prospect's names to your mailing list at whatever rate will bring you the number of new clients you want. 

If you know the names of specific people or companies you would like to have as clients, add them to your firm mailing list.  Most rules of professional conduct either prohibit or limit how and when you can approach consumers who have an immediate need for legal services.  But time and again, I've heard bar counsel tell lawyers that they are permitted to add prospects' names to their mailing lists if those prospects might need legal services at some time in the future.  This opens the door so prospects can receive your educational materials, newsletters and invitations to seminars.  (If you have questions about this in your jurisdiction, check your rules of professional conduct or talk with your bar counsel.) 

STEP #7:  Make sure prospects and clients can reach you easily without hassle.  If prospects have a hard time contacting you, they will often call another lawyer.

-- Menu of Options:  Consider a voice mail menu to route calls quickly:  "If you'd like to receive our new Consumer's Guide for Accident Victims, press one now.  If you'd like to speak with Mr. Jones, press two now."  If your menu is long, you might tell callers they can skip the menu and make their selection at any time. 

-- Direct-Dial Numbers:  If you want prospects and clients to call you without going through your switchboard, offer your direct dial number so they can reach you immediately. 

-- Toll-Free Numbers:  If you are marketing to prospects who are a toll call from your office, install a toll-free number because, in many cases, prospects won't pay to call you. 

-- Never-Busy Fax Numbers:  Most phone companies offer a fax backup service.  It detects when your fax line is busy and reroutes an incoming fax into its computer.  When your fax line is free, the backup service sends the fax to your fax machine. 

-- Voice Mail:  Set up a voice mail system so you can answer calls 24 hours a day and assure that no one gets a busy signal.  During one series of radio commercials, one of my clients received 80 calls per commercial.  (Do not use answering services with live operators because often, during peak hours, callers get busy signals or no one answers.) 

-- Pager Notification:  If you want to be notified when you have messages after business hours, you can add a pager to your system and it will page you accord­ing to your instruc­tions. 

-- E-mail:  Prospects often want to send you a note, but don't need to talk with you.  Make sure you accept e-mail messages and check your mailbox often.  Recently a lawyer contacted me by e-mail to set up a phone appointment.  I asked why he didn't call instead.  He said he always makes his initial contacts by e-mail.  Invite prospects to contact you by e-mail.  You'll probably find, as other lawyers have, that prospects who first reach you by e-mail are more affluent and educated than prospects who reach you in other ways. 

STEP #8:  Compile your information and advice into your own unique educational message.  Title your message so you attract the prospects you want -- and so they realize that your materials will help them solve a problem or achieve a goal. 

A personal injury attorney might offer "5 steps to getting a fair settlement for your inju­ries."  A domestic relations attorney might offer "9 ways to reduce the pain and expense of divorce."  A business lawyer might offer "6 ways to reduce liability exposure and cut insurance costs." 

On a sheet of paper, list each point along with your suggestions in plain English.  Often, after doing nothing more than reading your materials, prospects will hire you because they trust you and believe that you know how to achieve the result they want. 

To increase the persuasive power of your materials, include more than one list.  Start with an umbrella title, such as "guide."  For example, you might offer a Consumer's Guide to Child Custody.  Then you could offer a number of tips, secrets, mistakes to avoid, misconceptions, and more. 

To be effective, your educational message should (1) identify and explain your prospect's problem, (2) prove the problem exists, (3) identify the solution, (4) prove the solution works, and (5) build you into the solution so your prospect hires you.  Make sure your marketing message explains the benefits of acting now -- and what your prospects stand to lose if they delay. 

STEP #9:  Educate your audience with written information and advice.  Write your message in a form that you can send to anyone who calls your office.  Then, by offering to mail or e-mail copies without charge, you attract calls from genuine prospects.  When prospects call, they give you their names and addresses, which you add to your mailing list. 

Important:  The longer your materials, the better.  The longer you keep your prospect's attention -- and the more information you provide -- the more likely he is to hire your services.  Not all prospects will read everything you send.  But many will, provided your materials are well written and relevant to the person's problem.  If your prospect is willing to give you his time and attention, you're in a strong marketing position when you have answered his questions and explained the many ways he benefits from hiring your services. 

STEP #10:  Educate your audience through articles and interviews.  Media publicity provides you the opportunity to educate prospects, offer your written materials, and invite prospects to seminars.  When you become the center of media attention, you establish a high level of credibility and -- when your program is properly designed -- you attract calls from prospects.  A news release I wrote landed one of my clients on the CNN Headline News.  Another client received 426 requests for his written materials from prospective clients after offering them on a radio talk show. 

STEP #11:  Educate your audience through paid advertising.  To assure that your message appears at the times and places you desire, buy advertising time on the broadcast media and space in the print media.  Your ad's focus should be to offer prospects more information by (1) inviting prospects to call for your free written materials, (2) inviting prospects to call for a free phone or in-person consultation, (3) inviting prospects to attend your free seminar, or (4) inviting prospects to visit your web site. 

STEP #12:  Educate your audience through free seminars and roundtables.  Seminars save time because they allow you to present information to many prospects at once.  Also, seminars enhance your credibility and allow you to talk with qualified prospects in a non-threatening educational setting.  Plus, seminars give prospects the opportunity to ask questions, discuss problems and make an appointment to meet with you. 

STEP #13:  Educate your audience through direct mail.  Direct mail gives you the opportunity to educate prospects, offer your written materials, invite prospects to seminars, and invite prospects to visit your web site.  You can use direct mail to communicate with prospects already on your list, or to reach new prospects if you can identify prospects by their names and mailing addresses. 

Make sure you review your local Bar's ethical rules about mailing information to non-clients.  Usually, these rules relate to targeted direct mailings to persons known to need legal services, such as accident victims, and do not apply to prospects who may someday need your help. 

STEP #14:  Educate your audience through a printed newsletter or e-mail alert.  Send your newsletter to prospects, clients and referral sources.  Your newsletter reinforces your marketing message, continues to educate your prospects, and serves as an ongoing contact.  It adds value to the services you provide and acts as a tangible tool to increase referrals. 

Your newsletter can be as short as a one-page letter -- or as long as you want.  Frequency is more important than length.  Mail your newsletter at least monthly.  If you send an e-mail alert, consider sending it every week. 

STEP #15:  Educate your audience with CDs or DVDs.  If you want to reach people who cannot attend your seminars, record your seminar and then have your seminar recorded onto CDs or DVDs.  This helps busy people who can listen whenever they have a break or when they are in their car on the way to work. 

STEP #16:  Educate your audience through a web site.  When you put your educational information on your web site, it's there 24 hours a day, whenever your prospect wants to read it. 

Include your biography, articles, checklists and recommendations.  The more you educate your prospect, the more he trusts you and the more he values your knowledge.  Try to answer every question your prospect might ask.  The more information you provide, the more you help your prospect qualify or disqualify himself as a candidate for your services. 

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When you use different educational methods together, they reinforce and clarify your message.  This brings you more new clients than if you were to use any one method by itself. 

These 16 steps help you attract new clients, increase referrals, strengthen client loyalty and build your image as an authority without selling.  When you start using this marketing plan, you discover that you (and not referral sources) have complete control over your marketing future. 

© Trey Ryder 

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