A Step by Step Guide to Helping Your Clients
Evaluate Their Intake Process

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Marketing agencies working with law firms have one central aim: running campaigns that generate substantial leads for their clients that ultimately lead to conversions. One of the main components of a firm’s marketing strategy that can influence its success is the intake process. An ineffective intake process can limit a firm’s ability to successfully capture leads and convert them into clients. This can impact their marketing return on investment (ROI) and affect your agency’s record of success.

As their marketing partner, you can help clients evaluate their intake process to see whether it is bolstering or hindering their marketing efforts. By breaking down the evaluation process into seven concise steps, you can help them analyze their ability to attain new clients and pinpoint areas for improvement.

As a marketing agency, you want your clients to grow and achieve marketing success. To do this, you must be willing to honestly evaluate various aspects of their strategy. The client intake process is an important part of successfully capturing leads and turning them into new cases.

Use this step-by-step guide to help them evaluate their current process and identify areas for improvement. We walk through seven steps of an evaluation process to ensure they are making the most of their marketing investments.

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