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Best Practices for Onboarding Clients with Belle Walker
Manage episode 436764575 series 3583204
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In this episode, Alay and Belle discuss:
- Why client onboarding is key to law firm success.
- Knowing when and why a conversation should happen with a prospective client.
- Who should be doing the process mapping.
- Understanding the right questions to ask as you build a process map for your client onboarding.
Key Takeaways:
- Every law firm has to onboard clients if they want to succeed, but it is not taught in law firms or in early associate roles.
- Saving time on your client onboarding saves time for you (the lawyer), your team, and the client.
- Process mapping should not be done by the lawyer, but it should be done.
- Every law firm will have a different process, but that is part of what makes your process special.
Tweetable Moments:
- “If it’s seamless and if it works really, really well…their level of trust in you is going to be sky high.” — Alay Yajnik
- “This is more of a secret weapon. Now you know about it, you can get access to it. This is going to give you an edge.” — Belle Walker
- “If you have a standard set of process maps, every firm is going to run probably a little bit differently, and so you get to make changes.” — Alay Yajnik
About Belle Walker:
Belle Walker takes organizations from Friction to Function, recapturing lost efficiency and engagement by aligning structures and processes with strategic goals. Her clients span tech, professional services, nonprofits, and more.
Prior to consulting, Belle built several successful teams for HERE Technology, including one responsible for the quality of maps for autonomous vehicles, and received two patents. Belle began her career at Google, building a nationwide aerial photography operation. She has also built Product Management and Customer Service organizations.
Belle has a Mechanical Engineering degree from Harvard and a Systems Engineering master’s from USC where her research studied organizations as systems.
Connect with Belle Walker:
Website: https://belleviewconsulting.com/
LinkedIn: https://www.linkedin.com/in/bellekwalker/
Connect with Alay Yajnik:
Podcast: http://lawyerbusinessadvantage.com/
One Page Strategic Plan: LawFirmSuccessGroup.com
Email: Alay@YajnikGroup.com
LinkedIn: linkedin.com/in/alayyajnik
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