Category Archives: Marketing
Know who is calling
You can easily see who your best clients are by looking at the number of calls they generate. …
Reviewing case-wide documents
Using our secure online document repository, clients can access all of their files for a particular case from anywhere they have Internet access. …
Email request acknowledgment as soon as job is set
When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. …
Email cancellation confirmation as soon as job is cancelled
When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a possible law suit in the future. …
Confirm next day’s jobs by email
Instead of calling each client to confirm the next day’s job, send confirmation request emails to all clients at once first thing in the morning. …
Know who has stopped calling
According to a marketing study, your chances of winning back a former client are statistically two to four times higher than landing a new one. …
Know what clients prefer
With today’s cutthroat competition from all sides, trying to compete on price can be a quick road to ruin for a small company. …
Send clients their job calendars
Send clients their job calendars by email with virtually no effort on your part. …
Set up a case repository
To give parties to a case online access to case files, you must set up the case in RB8, add parties to the case (entering their firms and other information into RB8), assign passwords and user IDs to parties, scan and upload documents into RB8 and turn on access through RB Web. …