Part 2 – The Initial Phone Consultation Script

Course Materials for this lesson!   
Now that you’ve learned how to make contact with 90% of your Unbundled Leads, let’s review how to handle the Initial Phone Consultation so you can maximize how many leads you convert into paying clients.

The primary purpose of your initial call with the lead is to get them to meet you in the office. By meeting with them in person, you will typically convert twice as many leads into clients than if you try to enroll them over the phone.

The highest converting attorneys in our network have the highest percentage of leads meet them in person.
This is not a coincidence.

In this video, Dave explains the exact steps to follow to convert your phone consultations into in-person meetings.

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Next Step: Click on the “Materials” tab at the top of this page and download and print the Initial Phone Consultation Script

The script will be a valuable resource for you to use, especially if you are brand new Access Attorney.

As a reminder, here are the three steps of the Initial Phone Consultation:

• Step One: Introduction, Case Outline  and Determine Client’s Primary Goal
• Step Two: Educate on the Value of Unbundled Legal Services
• Step Three: Book In-Person Consultation

Watch the final training video (Part 3) to learn the The Four Common Payment Options you can offer your clients during the in-person consultation.

*** IMPORTANT NOTE *** Once you have watched this video to the  very end, the “Mark Complete” button, which is grey right now, will turn bright green.

Once it turns green, please click the button, and proceed to the next video.