If you have a practice full of clients who love you, chances are it’s because you make a major effort to provide them with the best possible solutions for their estate problems. Everyone on your team goes above and beyond to ensure that your estate planning clients understand what you are doing and why it matters. You want them to be more than satisfied. You want them to have a terrific feeling about your practice. Yes, it takes a lot of work, but we’re sure you agree that the result—a profitable practice, raving fans and a great reputation—is well worth it.
The appreciative client who also has a great command of the English language. Sincerity is the most important thing, but a review with misspellings or awkward language might concern some readers.
The client who is comfortable in a digital world. All you have to do is ask them to provide a review and give them links to one or two websites and they’ll do the rest.
The client who just completed a highly satisfactory transaction. This is a classic example of striking while the iron is hot—an old blacksmith expression, in case you were wondering. If you wait until months have gone by, they won’t have the same energy or sense of excitement about writing a review.
What else do you need to keep in mind for reviews?
Make it as simple as possible. After you ask, follow up with an email with a link to the exact page they need to get to in order to leave a review.
Offer options. If they are not comfortable posting a review, perhaps they would be willing to prepare a testimonial that you can post on your website or share on social media. Be very clear about your intent to use the testimonial to avoid any misunderstandings. If they prefer, just use their initials rather than their full name.
Ask in person. You wouldn’t propose by email—well, maybe you would, but we don’t recommend it. First choice is to ask for a review when they are in your office, face to face and offer to send the links for the reviews by email.
Be ethical. There may be some professions where clients are eligible to win a prize after posting a positive review: the law is NOT one of them. You may not, nor should you infer, any kind of a reward for a client posting a positive review.
Happy Valentine’s Day!