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How to Build Automated Intake
Manage episode 408763876 series 3468348
Konten disediakan oleh Rosen Advertising. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Rosen Advertising atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
What should I look for in my email marketing software?
Join our host, Toby Rosen, as we take you through a six-step process guaranteed to streamline client interactions and supercharge your operational efficiency. Your law firm's client intake process might be the last thing on your mind, but it's the first experience your clients have—and it should be flawless.
Embracing the future doesn't have to mean overhauling your systems overnight. In this episode, I reveal the magic of pacing your firm's transition to automation, highlighting how a gradual approach minimizes risk and maximizes impact.
But what's innovation without instruction? I dive into the often-neglected realm of training within legal marketing, revealing how a robust onboarding process can be the difference between a firm that fumbles and one that flourishes. Join me for an episode that promises not just to inform but to transform the way you think about legal marketing and client intake.
From the episode:
SetApp
ActiveCampaign
Clio
EmailToolTester: Email Marketing for Lawyers
Visit: Legal Marketing 101 Youtube
For more, visit rosenadvertising.com
Brought to you by: ThumbsUp Survey
Chapter
1. Automating Intake (00:00:00)
2. Importance of Gradual Automation Implementation (00:11:51)
3. Importance of Training in Legal Marketing (00:19:18)
118 episode
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