ResultsPath®
Converting Partners' High-Potential Contacts Into High-Margin Clients

Personal Planning Meetings

Lawyers will leave the ResultsPath seminar excited by what they have learned, but the following day most will experience the frustration of "What do I do now?" Simply, they won't know how to begin using their new knowledge or how to apply it to their personal practices.

In the days immediately following the seminar, the coach takes on a planning role. He meets with each lawyer for 90 minutes to construct a workable action plan. He first gets past the practice label (litigator, corporate attorney, etc.) and learns precisely what each lawyer actually does for a living, with what kinds of companies, and what value the lawyer delivers to those clients.

Next the coach helps each lawyer establish goals to guide that lawyer's effort--and the coach's implementation advice. This is often the first time that most lawyers have thought about goals in measurable terms, and many have difficulty with it.

The coach will create a strategy or approach to guide the lawyer to achieve his or her goals, making sure that the lawyer is comfortable with it, and that it matches his or her personality. Finally, he suggests initial tactics to get the lawyer started, helps the lawyer establish completion deadlines, and exhorts trainees to re-connect with the coach frequently to evaluate tactical results and suggest next steps.

Caveat: Sometimes lawyers have no market Position from which to sell, in which cases the coach will help them figure one out and guide them in how to establish that Position. Lack of a Position will, however, delay sales results. This is one of the factors considered in the Selection phase.

Integrating Sales with Marketing and Business Development

To increase collaboration between Marketing and Sales, a member of the marketing department or business development function participates in each session to 
  • learn more about each lawyer's practice,
  • assure that firm and lawyer make best use of existing firm marketing investments, and
  • capture and record ideas, goals, action items and other important details that the principals reveal as they create the plan, thus allowing the lawyers and Mike to concentrate on the content of their collaboration. (If you choose not to have your marketing department serve this role, a Training Support Specialist from Sales Results Inc. is available to perform the data capture function at a small additional cost.) 
At the conclusion of all Personal Planning Meetings, the support person will produce individual conference reports from their notes for each participating lawyer. The coach will review and edit these and prepare a summary for firm management.

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ResultsPath®
Converting Partners' High-Potential Contacts Into High-Margin Clients
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