FREE Marketing Plan: Recession-Proof Your Law Practice!
Client Success Management
- Youtube Suspension SOP
- Weekly recap email for non-responsive or yellow/red clients SOP
- Website Content (Additional Page Requests) – SOP
- Web Form Leads & Phone Call Leads Quality Check SOP
- Video Strategy – Clients Website, Youtube & GBP
- TRLF Training Call Guide
- Teamwork – Messaging Protocol
- Teamwork – Client Master Project Protocols (incomplete)
- Suspended Google Business Profile
- Spanish Translation Request SOP
- Red/Yellow Client ProtocolÂ
- PPC/Google Ads Issues – Deep Dive Audit
- Post Client Meeting Wrap Up SOP
- Non Compliant ClientÂ
- New Asset Distribution SOP
- Monthly Meetings & Reporting
- LFMP Content/Newsletter Protocol
- Law Firm Client Generation System (incomplete)
- Keywords – How we choose them & commercial intent vs. noncommercial intent
- Issues – how to handle issues that pop up from clients
- Introduction Email (CSM to Client)
- Inter Department Communications Client Success Support & Client Success Manager SOPÂ
- Intake Email Update SOP
- Granting Facebook Business Manager Access
- Enhancements
- Email Template Processing SOP
- Client Success Manager GlossaryÂ
- CSM Department Managers – Client Status Request SOP
- CSM – Web Dev Meeting SOPÂ
- CRM Integration
- Address Update SOP
- Account Trends Tracking Sheet SOP
- Client Performance Concerns Specific to Lead Volume SOP
- FAQ – How to Identify Main Competitors?
- SOP – Backlink Analytics
