We love summer, and there’s nothing like the last week of August, when it seems summer can’t get any more, well, summery! Maybe your office is experiencing a little bit of a lull, as families are away on vacation, parents are busy taking college students back to campus, or grandparents are helping grandchildren with back to school preparations.
1 – Any unfinished business? Now is a good time to clear your desk – start by contacting prospects who didn’t make it into the office in the last few months. When your schedule is packed, even with an integrated CRM and a crackerjack staff, you likely have a few outstanding items - calls that need to be returned, appointments that did not get scheduled. Now is the time to tie up all those loose ends. You don’t have an integrated CRM? Call us – we can help make that happen before you get too busy with end of year matters.
2 – How’s your marketing program going? This is a great time to look back at the last six months and see if your processes are working smoothly. First question: did you have your website updated to responsive design? Do you have time to run some training sessions for your staff on how they are handling phone calls and intake processes? Did you mean to schedule an appointment for lawyer videos, but never got around to it? Take a look at the big picture and consider what is working, what could be better and what is not performing.
3 – Depending on your practice, this may be a good time to ask for referrals. Do this tactfully, as part of an overall conversation that first establishes that they are happy with your services and if there’s anyone they know who might benefit from the same level of quality service.
Take advantage of this last pause before the busy fall and holiday seasons arrive – they will be here before you know it!