Work Performance
Community Involvement
Close Rate on Clients Signing Retainers after initial consultations
All of the above
True
False
True
False
True
False
Maintaing his or her Outlook calendar
Attending Initial Consultations
Advising the client of the strengths of the firm as it relates to their matter during initial consultations.
Informing the New Client Intake Team of the results of the New Client Consultatoin
All of the above
None of the Above
Transfer the call to the clerks
Transfer the call to the specific person requested and if you are unable to reach them transfer the call to the clerks
Transfer the call to the specific person requested and if you are unable to reach them send the person to that person's voicemail.
Transfer to the clerks and if they are not available transfer the call to the specific person
Clients that Call by Phone
Potential Clients that Walk into an Office
Potential Clients that are met at Networking Events or Through Personal Connections
People That you Meet Who Say, "I really like G&A"
Potential Clients that Originate from Internet Sites
True
False
Guess at what I think is the best option
Research the internet on what other firms do
Review these materials, if still unsure talk to Jayson (Or another member of management if he is not available).
Tell the client to call another law firms