Real example response: “Yes, I am interested in connecting. I always can use estate planning attorney contacts. What about a 30 minute virtual meeting in next week? I have time available Tuesday” – Stacey W. CPA
I’m always testing new ways to increase business, sales, referrals, and profits for my clients. And normally, that means very good, but incremental improvements.
20% more leads for 25% less money spent in Google ads for a Divorce Attorney. Great.
New website that boosts a clients’ public image and personal confidence – Yes.
Designs CRM lead capture and automated responses that keep good opportunities from falling through the cracks? 100% better.
But this one approach has been the biggest surprise success story I’ve had in years!
In fact, I’ve had to turn it off TWICE for the Attorney client I developed the test for. Too many responses for the office to respond to.
Real example response: “Hey M.. Would love to get together in the next couple weeks and learn more about how you help your clients. I’ve been looking for a great estate planning attorney to refer my to clients. Let me know what your availability looks like“. – C. Young – Country Financial
Real example response: “Hi M., Thank you! Would you be open to meet with me and a few business partners to introduce what you do and we speak afterwards” – Jason A., Tax Acct
The goal for this campaign was for an Estate Planning attorney to grow his practice by growing his referral base. In this case with a specific new estate planning program he had developed in mind.
We set up a LinkedIn outreach program that included the entire state, but was mostly made of professionals in his local metro area.
Potentially valuable referral sources included:
Some of those responses can be find below:
Yes, I am interested in connecting. I always can use estate planning attorney contacts. What about a 30 minute virtual meeting in next week? I have time available Tuesday – Stacey W. CPA
My personal estate attorney retires this year so maybe we can meet and talk later this year. Also, my Merrill Lynch Wealth Management guys are always looking out for solutions for their clients. – Michael P – Merrill Lynch
Hey M. – we can definitely schedule a zoom or call for next week. – Chris V. – NYL
Hey M.. Would love to get together in the next couple weeks and learn more about how you help your clients. I’ve been looking for a great estate planning attorney to refer my to clients. Let me know what your availability looks like. – C. Young – Country Financial
Thanks for reaching out. Would welcome meeting for coffee. I live in the area and our office is in close by. Feel free to email me. BB – CFP
Hey M., glad to connect. I am actually looking for a trust attorney to refer clients to. Can we chat by phone or Zoom? – Mike B. – Financial Services
Hi M., Thank you! Would you be open to meet with me and a few business partners to introduce what you do and we speak afterwards – Jason A., Tax Acct
I would love to develop a referral relationship with a trust attorney. Would you be open to that?
I have two offices, both in the top 10 in the country on legacy and life insurance planning. – JC
We are a full- service CPA firm assisting the closely held business community. We often find our clients with a need for estate planning assistance. Would be happy to connect at some point in the near future. – Jim – CPA
Feel free to mail 20 business cards to me and will distribute them to myself and my partners as well as our accountants for future reference. – Maria, CPA
Thanks M. love to connect. Let’s try and see how we can help promote each other’s businesses.
A little about us, we are a 25 person CPA firm and SEC RIA investment advisory practice. – Peter R. – Financial Group
#1 – Sign up for Sales Navigator on LinkedIn. It’s $79/month currently
#2 – Get this LinkedIn automation software here: Easy LinkedIn Outreach and choose the Advanced Plan for $99/month
That link above is an affiliate link, so I will get a % of that monthly fee – you don’t pay more for it because of that, but I thought you should know.
And, if you’d like help crafting a simple outreach message or you’d like a quick review of what to do you can just put your name and email address below and I’ll reach out to help.