Most marketing efforts are geared towards attracting prospects to a professional service firm. However, garnering the attention of potential clients is only the beginning of the equation for building sustainable business growth. Advertising and marketing efforts can be rendered worthless if a firm doesn't have a consistent, effective, and streamlined process for screening prospects and prioritizing leads. Firms must coordinate between their systems, processes, and people to maximize their potential for converting interest into commitment.
Liftsail Marketing has a particular specialty in building sophisticated intake systems that are optimized for maximum conversions. We consult on a variety of technology tools and find creative and efficient ways to integrate intake systems with case management and CRM platforms. Our team develops tracking mechanisms, dashboards, and reporting protocols that give firms valuable performance insights at each stage of their process. Whether we are building custom systems from the ground up, or implementing new platforms, or configuring existing tools, our end goal is an intake system that instills confidence in a firm's growth potential.
A consistent pipeline of new business opportunities is an essential feature for any professional service firm seeking to grow. Data plays an important role in creating such a pipeline. Tracking and analyzing performance metrics helps uncover areas of improvement and identify gaps in the process where potential clients are dropping out. The team at Liftsail makes data analysis a top priority, by embedding dashboards and other data reporting mechanisms within intake processes. Not only do we provide the tools for analyzing the data, but we also analyze those performance metrics and make data-driven recommendations for maximizing conversion.
The intake personnel – whether it is the attorney him or herself, a secretary, an office manager, or an entire team – is the vanguard of value for a professional service firm. So much about a potential client’s relationship with a firm can be determined or significantly influenced by the initial touchpoint. We know how influential this experience can have on conversion rates, and so our team equips firms with a robust set of knowledge-sharing materials. These resources are incredibly useful as ongoing reference materials for administrative teams as well as training materials for new hires. Liftsail ensures that firms are never left in the dark, by creating detailed documentation materials, thorough training resources, video tutorials, FAQ guides, workflow charts, and step-by-step instructions for all aspects of the intake process.
Whether you come to our team with tools you want to use or you would rather we provide recommendations, Liftsail has the capabilities needed to configure your intake tools for maximum success. We have a deep background in configuring and connecting technology platforms in a number of creative and innovative ways, based on the individual needs of each firm. With efficiency in top focus, we create seamless and streamlined processes for evaluating new business opportunities and converting prospects to clients.
