Blog: Customized Solutions

Convert Crisis Into Opportunity by Reverse-Engineering the Customer Experience

Convert Crisis Into Opportunity by Reverse-Engineering the Customer Experience

Don't let your leads slip through your fingers because your business's customer service is lacking. Listen to Maria Mladenovska, a content manager at DigitalNovas, as she explains how reverse-engineering the customer experience your business offers can be the key to attracting more quality leads, earning higher conversion rates, creating stronger processes, and building your customer service to become unbeatable.

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Master Class: How to Use Outsourced Support to Strengthen Your Small Business with Virtual Receptionists and Bookkeepers

Master Class: How to Use Outsourced Support to Strengthen Your Small Business with Virtual Receptionists and Bookkeepers

As a small business owner, you know how much there is to do and how little time there is to do it all. Lift some of the pressures off of your shoulders and give your small business the support it needs through outsourced and automated assistance. Maddy Martin of Smith.ai and Rachel Halldorson, a leading team member at Bench Accounting, come together to address the issues that you face as a small business owner and how outsourcing tasks to a professional service can help to not only address these issues, but also give you and other small businesses the tools to build a sustainable and profitable workflow that's guaranteed to set your business up for success.

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Amplify Your Referrals with Brand Building and Marketing

Amplify Your Referrals with Brand Building and Marketing

Want to grow your law firm's referrals, but don't know where to start? Tyler Roberts, co-founder of NOMOS Marketing, shares his tips for amplifying your law firm's referrals using brand building and marketing strategies.

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3 Reasons Why You Should Be Texting with Clients

3 Reasons Why You Should Be Texting with Clients

Should your business include text messaging as an option for clients? Kenneth Burke, Director of Marketing for Text Request, shares his thoughts on why companies should consider integrating texting if they're interested in generating more leads, closing more sales, and reducing their overall operational costs.

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Expert Tips from Mac Lovin' Lawyers

Expert Tips from Mac Lovin' Lawyers

Tom Lambotte of GlobalMac IT recaps his webinar with Brett Burney of Burney Consultants and Apps in Law and Ben Stevens of The Stevens Firm. He discusses the issues and opportunities for Mac-based law firms.

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Webinar Recap & Resources: Expert Tips for Mac-Loving Lawyers: Resources

Webinar Recap & Resources: Expert Tips for Mac-Loving Lawyers: Resources

This is a resource list for the Expert Tips for Mac-Loving Lawyers virtual session. Thank you for watching!

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How to Map Your New Client Intake

How to Map Your New Client Intake

Getting new leads and converting them to new clients is a focus for every law firm — and a headache when you get it wrong. But thinking more about the journey your clients actually takes can be unfamiliar. Attorney Justie Nicol shows you how you can map your intake and identify and fix what isn't working.

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How to Convert More Leads from Calls and Chats

How to Convert More Leads from Calls and Chats

Now more than ever, small businesses are looking for ways to bring in new revenue. Six marketing experts share their tips for expanding your lead intake — and converting more existing leads.

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Putting the Finishing Touches on Your Intake

Putting the Finishing Touches on Your Intake

You're doing great work marketing your firm — but is anyone closing all of these new leads? Richard Rosen of Red Zone Legal Marketing helps you put the finishing touches on your lead intake.

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Receive Smith.ai Call Transfer Requests in Microsoft Teams

Receive Smith.ai Call Transfer Requests in Microsoft Teams

We’re excited to announce that we now integrate with Microsoft Teams (aka Teams), a messaging and communication tool in the Microsoft 365 suite. Smith.ai can now send transfer requests directly to a Teams channel, so you can choose to take calls from the platform you’re already using at work.

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