THIS “HANDOVER” MADE ME CRINGE
Michelle Peters
Helping Small Law Firms increase Clients & Profits and Work Fewer Hours - 543 Law Firms Transformed | Best-Selling Author 'The Client Magnet Formula For Lawyers' | Former Practising Solicitor, Ski Fanatic, Lover of Wine
We’d had a lovely day tasting English sparkling wine in the beautiful Kent countryside, where the whole experience was delightful.
We were now looking forward to dinner at a nearby pub owned by the winery, where the website looked impressive and the booking process (via email) had been really friendly and helpful.
Upon arrival, we were warmly greeted at the welcome desk by the waitress.
So far, so good.
The waitress said she couldn’t find our booking. I realised this was probably because I’d requested a table in my married name but sent the email from my maiden name, which had confused things (an ongoing problem in my life, as I never seem to remember which name to use!). So I provided both names and asked the waitress to check both.
“I’ll need to discuss with my manager where to seat you,” she said.
Ok, fair enough.
She disappeared and came back with the manager.
Without any welcome or greeting, he just said “Can I help you?” (with a tone of voice you’d use when someone has wandered onto your property and shouldn’t be there…).
Either he hadn’t been briefed by the waitress and didn’t know what the issue was, or he had decided not to listen to what she had said.
Either way, we had to start again by explaining we had a booking but that it might be in one of two names.
This might seem like a small thing.
But it set the wrong tone for the start of our experience at this pub and ‘undid’ the good first impression we’d had from the initial greeting by the waitress and the email booking department.
We all know that every business needs to make a good first impression on new clients.
But it’s also essential that the?second?(and every subsequent) person who deals with that client maintains that good impression. This is why?handover?between staff members is so important.
In law firms, the first impression is often made by the person who answers the phone.
If the client explains their situation to that person and is then put through to someone else (for example a receptionist putting someone through to a fee-earner), then of course the first person?must make a good impression. But what happens when the second person takes the call is just as important.
If the client has already explained the situation to the receptionist and then the fee-earner takes the call and just says “How can I help?“, how does that make the client feel?
They probably feel like the receptionist didn’t listen.
Or that the fee-earner didn’t care enough to ask the receptionist for the information.
No matter how good your website looks, or how well your receptionist answers the phone if the handover isn’t done well the good first impression is quickly lost.
And for law firm enquiries that could easily mean the prospective client not converting into a paying client and going to a competitor instead.
Take action
Start with a quick review of your existing handover procedure between your staff members:
Some small changes could make a big difference to the?second impression?your prospective clients get, and significantly improve both the number of new clients you get?and?the likelihood they will tell others about the great service they received.
Improving how enquiries are handled in your law practice is just one way to convert more clients.
And if you’d like more ideas, strategies, and help to grow your law firm, here are two ways I can help you: