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Leveraging Emails to Engage Existing and New Clients

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Leveraging Emails to Engage Existing and New Clients

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Learn how to create email campaigns that help you be top of mind for current and future clients.

When it comes to marketing your law firm and growing your revenue, one of the most powerful and cost-effective tools you can use is email marketing.

Why? It allows you to market to people in your network and keep them up to date with the latest events happening at your law firm. And that has the potential to build deeper relationships, drive repeat business, generate referrals, and more.

Learn how to create email campaigns that help you be top of mind for current and future clients.

When it comes to marketing your law firm and growing your revenue, one of the most powerful and cost-effective tools you can use is email marketing.

Why? It allows you to market to people in your network and keep them up to date with the latest events happening at your law firm. And that has the potential to build deeper relationships, drive repeat business, generate referrals, and more.

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Leveraging Emails to Engage Existing and New Clients

  1. 1. Leveraging Emails to Engage Existing and New Clients Legal Marketing Masterclass Series
  2. 2. Housekeeping ● Session length: 60 minutes ● Use to engage with fellow meetup attendees and select “everyone” in the dropdown ● Use to ask questions directly to panellists ● Please fill out the survey at the end of the session
  3. 3. Leveraging Emails to Engage Existing and New Clients Legal Marketing Masterclass Series
  4. 4. 4 Agenda ● Meet the Panelists ● Audience Polls ● Nurture ● Transactional ● Awareness ● Additional resources ● Q&A
  5. 5. 5 Michael Chasin Strategic Advisor Clio michael.chasin@clio.com Patricia De Fonte, JD Estate Planning With Heart ™ De Fonte Law patricia@defontelaw.com Today’s Speakers Brent Harkins CMO & Co-Founder Cardinal Concepts brent@cardinalconcepts.com
  6. 6. 6 Are any of your email sequences automated? a. No b. Somewhat c. Yes d. I’m not sure
  7. 7. Prospecting
  8. 8. Nurture Emails Nurture emails are sent to prospects to engage, educate, and drive action. These should be your most creative and interesting emails leveraging content that is customized to different audience segments. Using nurture emails you will be able to create automated drip sequences to stay top of mind with prospects over a longer period of time.
  9. 9. Retention & Engagement
  10. 10. Transactional Emails Transactional emails can be classified as those that occur when an action is taken. It is a consumer expectation that when they submit an inquiry or payment for example that they receive a confirmation of doing so. Create confidence with consumers through these emails.
  11. 11. Post Retention
  12. 12. Awareness Emails Awareness emails generally communicate information for a specific point or period of time. Think monthly newsletters, promotions, or announcements. These are not part of automated email sequences, rather one-off communications to your database or segment of them. View the full newsletter here
  13. 13. 15 Clio’s Offerings & Additional Resources
  14. 14. Clio Manage Legal practice management software Our most popular product—the industryʼs leading solution to help manage clients, organize cases, and automate tedious tasks like getting paid and month-end billing. Clio Grow Client intake and legal CRM software Standardize the client intake process with online intake forms, email automation, and e-signatures to build strong relationships, and get powerful data insights to grow your firm. Lawyaw Advanced document automation New software for solo, small- and mid-sized legal practices that streamline information gathering and document assembly with programmable templates, built-in e-sign and other features. Clio’s Offerings
  15. 15. Polls for Non-Clio and Clio Customers Poll 1: For Non-Clio Users Would you like to learn more about Clio? a. Yes, I would like to learn more about Clioʼs offerings b. Clio Cloud Conference c. No, Iʼm not interested d. No, Iʼm already a Clio Customer 18 Poll 2: For Clio Users Would you like to learn more about: a. Adding Clio Grow to organize and automate client intake b. Adding Clio Payments c. Clio Cloud Conference d. No, Iʼm not interested or I already use Clio Grow/Payments
  16. 16. Additional Resources 19 ● Guide: Best Email Marketing Software for Lawyers ● CLE-Eligible Webinar, September 7: Leveraging Technology to Design Efficient Law Firm Processes ● Paid ads: Legal Marketing Master Class Series ● Cloud Cloud Conference: Oct. 10 - 11, 2022 in Nashville, TN ● Free eBook: Five Email Sequences Your Law Firm Canʼt Live Without
  17. 17. 20 Additional Questions
  18. 18. 21 Thank You

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