Darryl Isaacs · Andrew Finkelstein

1. Knowing & Building Your Brand

• In this session, you’ll learn:
• Why your branding matters so much
• How to identify your unique brand
• How to unify your brand, firm name, slogan, and marketing
• Acquiring a powerful and effective domain name
• Getting an easy and memorable phone number

2. Assembling a Trusted Staff

In this session, you’ll learn:

• How to define your core values/principles for employees
• Effective recruitment venues and methods
• How to use marketing for better recruitment
• How to incentivize retaining employees

3. Building an Effective Intake Process

In this session, you’ll learn:

• What to look for in intake team members
• Constructing your script/questions list
• Effective client information gathering
• Forming your follow-up system
• How to create accountability

4. Making the Most of Your CRM

In this session, you’ll learn:

• How to keep detailed and updated client information
• Tracking your clients’ journeys
• Automating standard communication
• Using your CRM to build an ideal client experience

5. The Power of Automation and Designation

In this session, you’ll learn:

• Programs that automate daily tasks
• Building metrics for task designation
• Incorporating virtual assistants into your firm
• How to simplify and streamline training time

6.Everything is a Story: Why Storytelling is the Most Important Legal Skill

In this session, you’ll learn:

• The psychology behind storytelling’s effectiveness with clients
• How to construct your winning narrative
• How to find the right “roles” for your case
• A real-time implementation using storytelling to secure a client

7. Getting Million-Dollar Cases from Grassroots Marketing

In this session, you’ll learn:

• The secrets behind finding high-dollar cases with little spending
• How to leverage local connections
• Building referral opportunities with previous clients
• Gifting and social media to drive Top of Mind Awareness

8. Social Media 101

In this session, you’ll learn:

• How to create a consistent multi-platform social media presence
• Hacks and tips for never-ending content ideas
• What platforms perform well and what content to make for each
• Advance posting and content calendars for planning ahead

9. Building Referral Networks and Finding Strategic Partners

In this session, you’ll learn:

• How to build referral networks to keep cases flowing into your firm
• Leveraging previous clients and contacts
• Brainstorming other businesses to connect with
• Making and keeping referral connections for long-term partnership

10. The Simple Math of Law Firm Budgeting

In this session, you’ll learn:

• Whether to rent or own your office space, and why
• If you should use VAs or hire in-office people for your staffing
• The pros and cons of forming pods for attorneys
• What your advertising budget should be

11. Introduction to Inventory Management

In this session, you’ll learn:

• How to reduce the time it takes to move pre-lit and lit cases
• Technologies you can put in place to streamline your case management system
• How to know when to file suit and when not to for your personal injury cases
• Implementing effective employee management and tracking

12. Leveraging Brand Opportunities: Social Media and Local Media

In this session, you’ll learn:

• How to brand specifically for social media
• How to turn followers into potential clients
• How to use local media for free promotion
• How to help your community and raise your firm’s profile at the same time