Today we’re sharing part five of a six part series on Intake. This isn’t your regular podcast. In this series you’ll get to listen in on actual strategy sessions between Gary Falkowitz and Jim Hacking as they dive into Jim’s intake processes.
Gary Falkowitz advises law firms, attorneys and legal organizations on the importance of creating, utilizing, managing and maximizing the intake process. He has worked with managing partners, associates, paralegals and all other support staff to assist law firms in improving their intake process and, importantly, increasing their conversion percentages.
Through his years of experience, Gary has realized that accountability, implementing strong internal procedures and responsiveness are three of the most important factors to ensure a successful and efficient intake process. It doesn’t hurt that his passion for the subject matter is unrivaled. In short, Gary believes that the key to maximizing a law firm’s revenue is strongly dependent upon the ability to appropriately prioritize and adequately scrutinize the intake process.
2:55 six stages of the sales pipeline
7:33 the goal
7:40 send the contract anyway
9:00 the reason to make the decision
10:47 number of follow ups
15:00 lawyer follow up
18:13 the push to sign
21:32 webinars
24:19 free consultation
28:48 the most easy action to take
Want to hear more from Gary?
Tune in to his MaxLawCon 2019 presentation
here or watch the video
here.Or, listen in to episode 93 with Gary as a guest on the Maximum Lawyer podcast
here. Subscribe to our
YouTube channel so you never miss an interview, presentation or training!
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