|
How to Interview
Prospective Clients
By Trey Ryder
If you spend most of your initial interview
telling prospects about your services, you're going about it all wrong.
Your prospect's first priority is to understand his or her problem.
Successful lawyers spend up to 70 percent of interview time educating
prospects about the magnitude of their problem and the risks of allowing
it to persist. You win more new clients when you focus on their problems
and follow these 17 steps:
Step #1: Give your prospect your undivided attention. This means
no interruptions of any kind. If you can't give your prospect your full
attention, then delay the appointment until you can. You must be a good
listener and make your prospect feel as if she is the most important
person in the world.
Step #2: Build rapport with your prospect. Try to sense your
prospect's mood and respond in a helpful, caring manner. This lowers
your prospect's resistance and forms an emotional bond that brings you
closer together. One of my clients begins his interviews by saying,
"Tell me about yourself." This gets the prospect talking and
takes the focus off the attorney.
Step #3: Put yourself in your prospect's position. The best way
to understand what your prospect feels is to imagine yourself in his
shoes. Then make your presentation from your prospect's point of view.
Step #4: Identify the result your prospect wants. Ask what problem
she wants to solve or what goal she wants to achieve. Then ask questions
to determine the specific service you can offer. Listen carefully so
you know which points your prospect considers most important.
Step #5: Educate your prospect about the seriousness of his problem.
The more your prospect understands about the gravity of his dilemma,
the more likely he is to hire you to correct it. Use supporting documents
and articles as proof. At this point, however, don't offer solutions
because your prospect first needs a clear understanding of his problem.
Tell your entire story in words your prospect understands. And don't
fall into the trap of hitting only the high points of your presentation.
Remember, this information is new to your prospect so explain everything
slowly and clearly. You must present information so you cannot be misunderstood
because many prospects won't admit they don't understand.
Step #6: Answer common questions before your prospect asks them.
If your prospect raises a number of concerns, your discussion could
seem adversarial. After you answer the questions, ask for your prospect's
agreement to make sure she understood what you said. This way, she won't
likely raise the concern again later.
Step #7: Emphasize the reasons your prospect should hire you.
Explain how your knowledge, skill, judgment and experience give you
special insights that you'll use to bring your prospect the results
she wants. Talk about your education and qualifications. Give examples
of other people you've helped in similar situations. Give your prospect
copies of newspaper articles in which you were the featured expert.
Show your prospect testimonial letters that prove how pleased clients
are with your services. (Make sure you check your local bar's ethics
rules relating to testimonials because some jurisdictions do not allow
their use by lawyers.)
Step #8: Check for understanding after each point in your discussion.
Watch for red flags that identify something your prospect didn't grasp.
Remember, prospects won't buy what they don't understand. Make sure
your prospect understands what you tell him.
Step #9: Offer specific solutions and discuss the pros and cons
of each. If you offer only one solution, your prospect's choice is either
yes or no. But when you present three positive options, she can select
from three yes choices before she gets to no.
Step #10: Provide both logical and emotional reasons to hire
you. Often, prospects retain your services for emotional reasons, such
as whether they like you and whether they feel you truly want to help
them. Then they use logic to defend their decision to their spouses
and colleagues. When you provide both, you help your prospect justify
his decision to engage your services.
Step #11: Quote a fee for each service. Use the contrast principle
so your prospect views your fee in the proper perspective. Before quoting
your fee, mention a larger number; then by contrast your fee won't seem
so high. After you quote your fee, restate one or two major benefits
your prospect will gain from hiring you.
For example: "Right now, Mr. Jones, your estate tax liability is
over $200,000. After I set up your asset protection plan, your tax liability
will be zero. My fee to draft your plan is just $7,500. When your plan
is in place, it will save your family over $200,000 in estate taxes,
eliminate at least $25,000 in probate costs, and prevent lengthy court
proceedings."
Step #12: Recommend a solution from your prospect's point of
view. Your prospect is more receptive to your direction when you speak
from your prospect's position. Instead of saying "This is what
you should do," explain "If I were in your place, I would
(take whatever action) because (why)."
Step #13: Invite any remaining questions. Acknowledge each question
as a "good point" or "valid concern." Don't view
the question as an objection. Your prospect may simply want you to repeat
something you discussed earlier. Or she may want more information. Offer
your explanation calmly and with confidence. Your prospect wants you
to assure her that hiring you is the right decision.
Step #14: Summarize the risks and benefits. Point out to your
prospect the risks of allowing the problem to continue (what he may
lose) Ñ and the benefits of solving the problem now (what he
will gain).
Step #15: Tell your prospect how much you want to help her. Use
collective words like "we" and "let's" to show that
you and your prospect are working together.
Step #16: Allow your prospect to make his own decision without
pressure from you. If you push your prospect, he will resist. So, instead,
remind your prospect that the choice is his Ñ and that you will
gladly answer his questions and provide whatever information he needs
to make an informed decision.
If your prospect hires you, reassure him that he has made a wise choice.
If your prospect is not ready to proceed, make sure he knows you're
ready and willing to help him whenever he thinks the time is right.
Step #17: Follow up with a letter. If your prospect hired your
services, thank her and reassure her in writing that she made a wise
decision. If your prospect is not yet ready to proceed, encourage prompt
action, point out the risks of waiting, and offer to answer any questions,
now and in the future.
TREY RYDER is a law-firm consultant who specializes in
education-based marketing for attorneys. Send your name and email address
to trey@treyryder.com and ask
for his free email packet of articles. |