We hope you had a terrific Thanksgiving and enjoyed your holiday with family and friends.
And now it’s time to go back to work.
You’ve had at least four days away from the office, during a time when other people – clients, courts and colleagues – are also out of the office. After this kind of a break, you may find your thoughts are less tied into the minutiae and more into the big picture.
That’s why we think this is a great time to reflect and project.
How many families did you help last year?
Were there any repeating issues that were different from the year before?
Did you see a difference in the age of your clients, or their asset levels?
Can you identify any trends of any kind?
This is another time when having access to data generated by an E-2-CRM will give you a powerful amount of practice changing data. If you found that your office was seeing a significant increase in the number of 50-something families who found your website and responded to a series of emails (automatically sent by the E2 CRM), then you would know that these kinds of families were responsive to frequent “touches.” You’d schedule more for 2016.
To make 2016 a great year, let’s talk soon about lawyer videos, E2-CRM, and your website. We can help you identify areas for growth and the tools to get you there!