Scalable Law Podcast

Latest Episodes:

Knowing When It Is Time To Start Your Law Firm With Samantha Miller (Ep 76) Aug 30, 2021

Show notes

Today, Caralee interviews another incredible Lawyer from the Scalable Business Lounge, Samantha Miller from Clarity Lawyers!
Samantha started her business in October 2020 and is already growing as a leader in her firm by hiring a team! With a lot of planning and years of gaining experience in the legal field, Samantha has made her dreams a reality and opened the doors!
Samantha started her business journey at previous firms, figuring out what aligned with her values and gaining all the legal experience she could to take that next step.
She prides herself on having life experience to best relate to her clients and provide the best solutions possible.
The main concern Samantha had when she started Clarity Lawyers was what so many new law firm owners face, and that is how do I get clients coming through the door. Taking a step back and sacrificing income when starting a business is genuinely terrifying; however, in the podcast, Samantha discusses how she overcame these hurdles and made her dreams a reality.
Fast forward to now, Samantha has employed a team and replaced her income doing what she loves. Having sat on opening her law firm for years, she now says the best piece of advice to her past self would be to back herself!
Samantha aims to make Clarity Lawyers a safe and friendly environment for all of their family law clients and deliver the best possible service while growing rapidly. Samantha has grown through the guidance of the Scalable Business Lounge and has found that it has helped her feel supported and motivated.
If you would love to work alongside Samantha and other like-minded law firm owners to unravel your full potential, I know just the place for you! The Scalable Business Lounge will not only allow you to gain more freedom, but it will also implement tools and strategies for your business to scale fast!
If you are interested in viewing our FREE MASTERCLASS on how you can scale your law firm without burnout, click here!
If you would like to contact Samantha or check out Clarity Lawyers, the details are below.
Until next time!
CONNECT WITH Samantha: LinkedIn: @samanthamiller Instagram: @claritylawyers Facebook: @claritylawyers
CONNECT WITH Caralee: LinkedIn: @caraleefontenele Instagram: @caralee.fontenele Facebook: @caraleefontenele

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How To Avoid Undercharging Your Clients In Your Law Firm (Ep 75) Aug 25, 2021

Show notes

In a legal business, charging for your service can be challenging. Whether you like it or not, we can get emotionally tied to our clients and feel empathetic or stressed about charging for our service.
As a Lawyer, there have been many times where I haven’t charged my clients properly as I have thought, ‘Oh, I feel guilty because of their circumstance, or I will just quickly do that little thing, and it won’t be a big deal.’ However, all of those tiny issues add up over time and also cause other issues with your client as your progress their matter or service.
As business owners, we are often more lenient, and we don’t follow our procedures, making it easier for us to undercharge. However, how would you feel if one of your legal team members decided not to charge for a service they had provided on your time?
So, how do we charge a client confidently?
1.Implement an effective price strategy; This is built on the knowledge, confidence, and practice of understanding your client’s needs - Know your client, inside out!
2.Offering a lower price won’t attract more clients; If anything, it will attract bargain-hunting clients who don’t appreciate the training and experience you have had. Also, you are undercutting your value, suggesting that your service isn’t worth a higher fee.
3.Your client’s money is none of your business! It isn’t up to you to decide whether or not your client can afford it; it is up to your client to determine whether they want their issue solved by your business. If they don’t want the service you provide, they won’t come to you.
4.Set clear boundaries! Before the legal matter commences set clear boundaries. Ensure you have your costs agreement signed and that you have clearly explained the expectations. Charge for what is set out in your costs agreement and stick to your processes. For example, you wouldn’t pay for economy seating and then sit in business class, so why are you prepared to do the same for your service? Attract the right clients and be clear about what value you are charging for and how that value will solve their legal problem.
So let me leave you with this. You pride yourself in your legal service, and you have worked hard to get where you are now. Charging a fair price allows you to do your best work, and your client deserves the best service you can provide! On the other hand, Undercharging builds resentment, which is not in your clients best interest.
Bye for now!
CONNECT WITH Caralee: LinkedIn: @caraleefontenele Instagram: @caralee.fontenele Facebook: @caraleefontenele
CLICK HERE TO LISTEN!
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From Starting To Scaling A Family Law Firm with Bron O'Loan (Ep 74) Aug 16, 2021

Show notes

Happy Podcast Tuesday!
This week on the Being Unstoppable Podcast, Caralee interviews another incredible student from the Scalable Business Lounge!
Introducing Bron O’Loan from O’Loan Family Law!
Bron is a fellow family lawyer who started her family law firm O'Loan Family Law, in October of 2020. In a short period of time, she has leapt into scaling, began to employ a team, and is implementing the systems required to continue scaling.
Another incredible thing about Bron started her business, and she thought, why not write a book. Her book launched within the last month and is already an Amazon best-seller. Her book is called The Splits and focuses on how separating parents can help their children navigate divorce.
Bron is unstoppable in the way that she has her eye on the prize, and through learning to set her goals inside the Scalable Business Lounge, she is scaling at a rapid pace.
The traction that Bron has made in her business in only ten months is incredible. We can guarantee that after listening to the podcast, you will be inspired by her go-getter attitude. This podcast is for those who require a motivation booster or are just intrigued by what the Scalable Business Lounge can do.
If you would love to work alongside Bron and other like-minded law firm owners to unravel your full potential, we know just the place for you! The Scalable Business Lounge will not only allow you to gain more freedom, but it will also implement tools and strategies for your business to scale fast!
If you are interested in viewing our FREE MASTERCLASS on how you can scale your law firm without burnout, click here! If you would like to get into contact with Bron, her details are below or purchase a copy of her book, links are below!
Until next time!
CONNECT WITH Bron: Purchase a copy of ‘The Splits’ how to help your kids navigate separation and divorce: broboloan.com LinkedIn: @brono’loan Instagram: @oloan_family_law Facebook: @oloanfamilylaw
CONNECT WITH Caralee: LinkedIn: @caraleefontenele Instagram: @caralee.fontenele Facebook: @caraleefontenele
CLICK HERE TO LISTEN!
SUBSCRIBE & REVIEW IN ITUNES FOR A SHOUTOUT Are you subscribed to my podcast? If you’re not, you need to! I don’t want you to miss an episode! Plus, leave your business name and your Instagram handle for a shoutout!

How To Produce Consistent Content Without Stress! (Ep 73) Aug 10, 2021

Show notes

This week I share with you how to create content consistently without stress and difficulty!
Creating content for our business is essential in the competitive market because the more we can be seen and heard, the more people will likely connect with you. Then when your ideal client has a problem, you are at the top of their mind as the solution. If you hide in the back of your business and don't show your face or share your voice, it will be more difficult for you to create a connection.
You can't sell a secret - your message needs to be loud and clear!
So, how do you create consistent content without hard work and stress?

Schedule in your non-negotiable content

Schedule in your non-negotiable topics for the weeks ahead and set aside time in your diary every week to create your content. For example, my non-negotiable is our Tuesday Podcast. Yours may be a blog, video, Q&A or Facebook Live to name a few.
*Hot Tip!* The most challenging part about non-negotiable content is deciding the topics. My students in the Scalable Business Lounge have a session where they have to write out 26 topic ideas which will keep them creating for six months; therefore. The thinking has been done in one hit. I recommend this strategy!

2. Strategy is key! Ensure you have a clear strategy that speaks to your ideal client. When you are creating your content, have your target audience in mind. Ask yourself, is this what my ideal client needs to hear? Messaging is critical. Speak to your client’s pain points. Also, ensure you add a call to action, i.e., Free Downloadable, free initial consultation, etc.

3. Bulk, bulk, bulk! If your schedule doesn’t allow for the non-negotiable content every week, ensure you are banking aside a time every six weeks or so to pump out that content in one session. This way, you can create a great flow and consistency! Your future self will thank you.

4. Systemise: Have a system that you repeat each week or month to ensure what you are doing is away from you and simplified for someone else to take care of for you. Spell out precisely what you need, and pass it onto your VA, PA, or team member. Then use that one core piece of content multiple times on your social media platforms. A podcast? Make it into a social media post, blog post, and story for your socials.

In the Scalable Business Lounge, I dive into each of my students' businesses and implement the best way of systemising to scale. I have automated my law firm into a well-oiled machine that gives me time to work on the business rather than in it, and now I am devoted to helping law firm owners do the same.

If you would love a helping hand on getting started, watch my free workshop click here!

Until then, speak to you next week for my non-negotiable podcast!

CONNECT WITH Caralee:

LinkedIn: @caraleefontenele

Instagram: @caralee.fontenele

Facebook: @caraleefontenele

SUBSCRIBE & REVIEW IN ITUNES FOR A SHOUTOUT

Are you subscribed to my podcast? If you’re not, you need to! I don’t want you to miss an episode! Plus, leave your business name and your Instagram handle for a shoutout!

How To Take The First Step In Your Unstoppable Journey with Your Legacy Lawyer (Ep 72) Aug 04, 2021

Show notes

Today in the podcast, I have a special edition episode where a student from the Scalable Business Lounge - Adele Anthony from Your Legacy Lawyer, joins me to chat about what makes her unstoppable. Your Legacy Lawyer is an estate planning and business succession law firm that ensures the safety of families through Wills & estate planning, Powers of Attorney, superannuation nominations, and business succession planning. Adele provides her services beautifully, where she has made a nurturing process in what can be a very generic industry. Let's jump into the poddy to hear just how your family can be assisted and protected when it comes to Wills & estates!
Adele is an exceptional student in the SBL who has come such a long way in such a short time! Adele's productivity and drive in the SBL has proven that the program has such force when action is taken.
Adele became a lawyer when she was fifty years old. She started as a legal assistant back in 1982 and decided she wanted to be the Bride and not the Bridesmaid. So, she returned to study to qualify as a solicitor, graduating with a Bachelor of Laws with first-class Honours from Griffith University and a Bachelor of Business majoring in marketing.
Adele was a founding member of the SBL, and after implementing all the strategies in SBL, Adele is a force to be reckoned with! From daily Instagram stories to stunning branding - she has created a thriving law practice in a matter of months.
Adele's story is inspirational for anyone who wants to take the leap to go out on their own as a law firm owner. Her drive and desire to succeed are contagious, and I recommend if you are looking for a kickstart to your scalable journey, take a listen to this special edition podcast. If you need a Wills & estate plan drawn up, or any of the services mentioned in this podcast, contact Adele by clicking any of the contact details below!
If you would love to transform just as Adele has, I have just the place for you! The Scalable Business Lounge will not only allow you to gain more freedom, but it will also implement the most suitable tools for your business to scale… Fast!
If you are interested in viewing our FREE MASTERCLASS on how you can scale your law firm without burnout, click here!
CONNECT WITH Adele: LinkedIn: @AdeleMAnthony Website: https://yourlegacylawyer.com.au/contact-me/ Instagram: @Your.Legacy.Lawyer Facebook: @AdeleMAnthony
CONNECT WITH Caralee: LinkedIn: @caraleefontenele Instagram: @caralee.fontenele Facebook: @caraleefontenele

SUBSCRIBE & REVIEW IN ITUNES FOR A SHOUTOUT Are you subscribed to my podcast? If you’re not, you need to! I don’t want you to miss an episode! Plus, leave your business name and your Instagram handle for a shoutout!

How To Systemise To Scale and Create More Freedom In Your Business (Ep 71) Jul 28, 2021

Show notes

This week on the Being Unstoppable Podcast, we are tapping into making your business run like a well-oiled machine when you aren't there. You cannot scale your business beyond you unless you have systems and automation in place.
Ask yourself, if you were to step out of your business tomorrow for six weeks, would everything run perfectly without you?
If not, the Scalable Business Lounge is for you! I guide you through exactly what you need to systemise your law firm and give you more freedom. In SBL we implement strategies that will help you to scale.
So how do you create less work and more profit through systems and automation? Let's get into how you can begin to implement them into your business!
*Reminder* Systemising is not a one-off job! Creating systems in your business is ongoing, with constant updates and new systems. - Patience required!

Make a list of your most recurring tasks.

What are your daily, weekly, monthly, yearly tasks and obligations? Write them down and identify what it is you need to systemise. I have a basic rule that I go by. If I need to do something more than once or get asked a question more than once, systemise it!
2. Decide on a directory or structure. Having these systems in a place that is easy to access for your team is essential. You could do this in many different ways; however, a few tremendous document-sharing platforms are Dropbox, Google Documents, Loom, or creating a free Google site. The process needs to be streamlined with all documents in the same place, making it easy for your team to access.
3. Break down each activity. Once you have the list of every repetitive task in your business, then you need to break it down into the below four pillars;

The process
The tools that are required to do the task
The people needed to do the task
The strategies

What is necessary for each pillar?
4. Identify ways to improve the system. Just because you have established a system doesn't mean it is the best way or that it will work right away. The system doesn't always work when you first create it - trial and error is how you will unravel your most sustainable/effective strategies. Eliminating bottlenecks and streamlining is your systematic goal. Ask questions, critique, and make changes to your new system as you go.
5. Test the system for 4-6 months, then update. Once you feel you have perfected your system in step 4, it is time to run with it! Test the system for 4-6 months, then come back to review. Did this system resolve the issue, and did it meet the goal? The whole thing with systems and automation is to allow you more time; is that what this system did? Put a meeting time in your calendar for 4-6 months after establishing the system and review it with your team to discuss improvements.
Systems take a while to perfect, but you will thank yourself when you have more freedom because your business runs perfectly without you. So start Start slowly, don't rush these automations. Know that it will take time. Yes, creating systems may be time-consuming, but this is the primary way that you will scale your law firm and have more freedom! If you want to free up more time, I guarantee this strategy will set you up for just that!
If you would love to dive deeper into exactly how to create these systems, I have just the place for you! The Scalable Business Lounge will not only allow you to gain more freedom, but it will also implement the most suitable tools for your business to scale… Fast!
If you are interested in viewing our FREE MASTERCLASS on how you can scale your law firm without burnout, click here!
CONNECT WITH Caralee: LinkedIn: @caraleefontenele Instagram: @caralee.fontenele Facebook: @caraleefontenele
SUBSCRIBE & REVIEW IN ITUNES FOR A SHOUTOUT Are you subscribed to my podcast? If you're not, you need to! I don't want you to miss an episode! Plus, leave your business name and your Instagram handle for a shoutout!

How To Create A Powerful LinkedIn Profile That Can Help Bring Clients Into Your Business! (Ep 70) Jul 20, 2021

Show notes

Don’t underestimate the power of LinkedIn! If people who can refer you for work or your clientele are on LinkedIn, it is a powerful social media platform that can help you scale your business. Not only that, but LinkedIn also plays a significant role when trying to build your brand or business profile.
If you are active on LinkedIn, you will notice your brand will grow, as will your opportunities.
When using LinkedIn to grow your business, it is not only about posting content. Having your profile are set up correctly is also really important. Your LinkedIn profile should reflect three things;

Who you are;
Who you help; &
What you offer.

So, how do you uplevel your profile on LinkedIn?
1.You need to choose the right profile picture for LinkedIn:
Your profile picture will not be the same picture that you would use on your Facebook or Instagram - it should be a professional image of yourself. You can still show personality, but maybe not one of you is out drinking or in your wedding dress! I recommend using the same photo that you would use on your website, preferably a headshot.
2.You should use the LinkedIn banner to your advantage:
The landscape image above your profile picture on LinkedIn is an excellent opportunity to post an image of your business or offering. Rather than keeping it plain or using a “weekend” image. Allow this section to explain what you do.
3.Turn heads with your headline:
Instead of just using your mainstream headline, i.e., Family Lawyer, Criminal Lawyer, Tax Lawyer - switch it up! Tell your audience who you help and what problems you solve. ‘Leading an incredible team of legal professionals at Collective Family Law. Helping other law firm owners scale their business without burnout.”
Stand out by speaking directly to the person you want to attract.
4.Perfect your summary section:
Turn your summary into a story about how you impact and help people - what problems do you solve for them? Many people leave this section blank, but it is a perfect opportunity to show off just how fabulous you are and share your skillset. But remember to talk about your reader and not just yourself.
5.List your relevant skills:
This is a speedy way to identify your skills and exactly what it is that they do—ensuring that your profile is clear on how you help people. You can just go through the list and select your primary skills so that your audience is clear on who you are.
6.Update your experience, links, and contact details:
Go in and update all of your experience and contact details. Ensure that this all is professional, in-date, and clear to read. People don’t have time to connect the dots, so ensure they don’t have to! The same goes with your links; always ensure your website link is clear and works!
It is a great idea is to pop in your calendar every 6-months, do a LinkedIn audit, and just go over to re-jig everything.
7.Featured information and images:
This is a great area to showcase what you have recently been up to. It is a great way to show people what your involvement is in your industry visually. For example, you could showcase your business, podcast, team, or event.
So now that you have a shiny, transparent, and neat LinkedIn profile - It is time to expand your network! How can we do this? See below!
It is easy to find contacts/businesses that are suitable for you. For example, If you are in financial planning - you can reach out to all of the financial planners in your area and connect with them. All you need to do is pop into the search bar ‘Financial Planners’ and your local area, and you can connect that way.
Another way to connect is by going to like-minded people’s profiles and connecting with people from their accounts.
LinkedIn is also a great on-the-go business card! One of the things that LinkedIn provides is a QR code to make it ultra-easy when exchanging details.
Engaging in conversations and posts will also do wonders when creating referrer/business relationships and is super easy to do! Like, comment and message!
See this podcast as your nudge to get your LinkedIn life on track! I would love to see you over there, so you can connect with me by clicking the link below!
CONNECT WITH Caralee:
LinkedIn: @caraleefontenele Instagram: @caralee.fontenele Facebook: @caraleefontenele
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Now, if you’re feeling extra loving, I would genuinely appreciate it if you could leave a review of what you think! The reviews help me be heard in the big podcast world. For the full details, listen to the episode on the podcast.

How To Manage and Train Your VA For Success with Brieanna Baird (Ep 69) Jul 12, 2021

Show notes

Today on the podcast, we are following on from last week’s podcast, where I talked about the benefits of hiring a Virtual Assistant.
Today on the podcast Brie my assistant and I talk about how we have dealt with hiring our VA’s and the different challenges that arise. Brie does all of the recruiting, hiring, and training of our VA’s, which has helped us scale and given Brie the freedom to engage in higher-end tasks.
Top Tips To Ensure You Have A Successful Hiring Process:
1.Communicate: The hiring process is super important when hiring a Virtual Assistant as it is vital to communicate the main tasks to your VA so there is no confusion later down the track. We have found that if the main tasks aren’t explained thoroughly, it can result in the VA negotiating their rate if they view it as more specialised or leaving the job.
2.Your VA will have networks: Once you have an interview with your VA, you may have found that some of the jobs don’t align with their skills. However, we have other VA’s through people that are in their network.
3.Create a Job Description: Any task you can think of from A-Z, include it in your job description! You can never be too thorough in your hiring process. Create a document including everything that you need them to do, run through it within the interview as well as send them the document. This way, you allow your VA to process the job, think about it and then get back to you.
How Do You Best Choose Your VA?
1.Zoom! The best way to interview your VA is face to face on Zoom. A big issue you may run into if you are hiring from the Philippines or other countries is the language barrier. This can easily be assessed by asking questions and listening to responses. Within the first few minutes, you will determine if they can communicate well.
2.Salary: Salary is often where a cultural issue can occur. We have found that negotiations can begin if outside jobs aren’t included in the job description from the interview stage onwards. Once you have agreed on a salary, ensure all of your jobs are included so that there are no misunderstandings.
3.Get examples of work: If you have a few VA’s that you think would be a good fit for your business and are struggling to choose, it is vital to assess them based on their work. Give them a task or two to complete to see if they are up to standard.
What Is The Best Tech/Strategy To Use To Onboard A VA?
1.Routine! Get straight into a routine when you hire your VA, it is never too early, and this is where the employer and the VA do the best learning. Brie sends out a Monday morning email to her VA’s, stating what the weekly tasks are, and each day she sends out a list of what needs to be done within the 8 hour day.
Daily, weekly and monthly tasks are best managed using an app called Trello. Trello allows you to organise tasks in priorities, due dates, and columns to ensure you can see precisely where your VA’s are throughout the day.
Whenever you have repetitive tasks, we use an app called Loom. Loom allows you to film what you are doing on your computer and record your voice to ensure your VA has a video they can watch over and over to save you time and questions.
2.Establish your main point of communication: All VA’s like to be contacted via different platforms. Whether through emails, Zoom, or Whatsapp, it is vital to ensure you have the central platform you come back to. Brie uses an app called Lark, a free app that allows you to voice call, video call, or messages.
To hear more about exactly how to pick your perfect Virtual Assistant, listen to the podcast!
Having a VA allows you to focus on high-end and non-repetitive tasks, which will enable you to focus on scaling your business. Yes, it might take effort and patience to set your new VA up and get them working to your standard, but once they get into a routine, you will be thanking yourself for all of this free time you now have!
If you have any questions for Brie regarding how she hires her VA’s, please DM me, and I will have her answer for you!
If you missed last week’s podcast on what jobs you can delegate to your VA and where you can go to hire them, click here!
CONNECT WITH Caralee: Instagram: @caralee.fontenele Facebook: @caraleefontenele LinkedIn: @caraleefontenele

Why You Need A Virtual Assistant And How To Hire One (Ep 68) Jul 05, 2021

Show notes

Would you like to learn how to scale your law firm without burnout?
If so, I have created A FREE MASTERCLASS FOR LAW FIRM OWNERS where you will learn...

How to stop making the three biggest mistakes that keep you overworked and underpaid in your law firm.

What to focus on instead so that you can truly move the needle forward to scale your law firm.

How to unlock the formula to create more profit and freedom in your law firm!

If this sounds like something you are interested in, click here to give it a watch!
Now, onto this week's poddy! If you have too much on your plate, it could be a great idea to hire a virtual assistant. But where do you start? I have scaled my family law firm from 1 employee to 15, including 2 Virtual Assistants. A VA is a virtual assistant, where they work from their own space and not in your office. This means you can hire a VA from anywhere in the world, the advantage of this is that the cost can be considerably less depending on which country they are located in.
To start working on your business and not only in it, but you also have to leverage your time. This is where hiring a VA can be a huge benefit. Getting the low-end tasks off your plate, such as raising invoices, chasing debt, or running your social media accounts, can free you up to do high-end tasks that move the needle in your business.
1.Where do you get your VA from?

VA Agencies: There are agencies for VA’s in Australia and New Zealand, which will do all of the hard yards for you including interviews, shortlisting, and communicating the overall job description. This will cost you more than if you get a VA directly, as an agency VA will be averaging around $11.00 - $12.00 per hour. When going through a VA agency, the accounting process is also systemised to be in a monthly tax invoice, in your currency, and including tax which makes the system a lot clearer when it comes to paying your VA than it would if you employ directly.

Employ Directly: Another way to hire a VA is to do it individually by hiring a VA directly from a website where you can find different VA’s. We have previously used onlinejobs.ph which is based in the Philippines and has a monthly subscription rate of $60.00 per month. This way you can employ reliable candidates for your jobs, or put jobs out there for assistance. This type of VA will then charge through systems like TransferWise or PayPal, which you will need to keep organised and updated.

PSA: Don’t forget, you don’t need to hire a VA full time! You can hire part-time or even casually. You can also hire VA’s for particular areas in your business, for example, bookkeeping, social media, graphics, or as your personal assistant.
2.What are the benefits of hiring a VA?

You don’t need a physical office. Your VA may be based working from home, or sometimes they can work from an office, you don’t need to create an office space for them, either way.

They are inexpensive. I have hired mainly from the Philippines, where the hourly rate is between $4.00- $11.00 per hour, depending on where you have hired them and their capabilities

Side note: Another fab thing about hiring from the Philippines, is that they are only 2 hours behind Australian time, so they typically have very similar work hours to you.

Delegation. Sometimes you can be the biggest bottleneck in your business. If you have someone to flick work off to, this prevents low-end jobs from being backed up in your possession.

You have more time to give to high-end tasks, where your strengths lie. If you listened to a podcast a few episodes back, I discussed the importance of taking a personality test. I discussed why working in your zone of genius, and why putting your time into tasks that play to your strengths lie is vital in helping you scale your business.
So, I am giving you the challenge now to write down what are the tasks that you could delegate right now to a VA or several VA’s? Are there more than 5 repetitive tasks you complete each week that are preventing you from working on high-end tasks?
Next week, we have my Personal Assistant, Brie coming on the podcast to give you the exact methods and tech she uses to successfully onboard, train, and effectively use Virtual Assistants, so keep an eye out for that next Tuesday!
Until then, don’t forget to like, subscribe and if you have any questions, DM me on my socials below!
CONNECT WITH Caralee: Instagram: @caralee.fontenele Facebook: @caraleefontenele LinkedIn: @caraleefontenele

The Tech You Need To Automate Your Client Onboarding Process (Ep 67) Jun 29, 2021

Show notes

Hello and welcome back to another week of the Being Unstoppable Podcast!
This week, we are following on from the client onboarding process episode last week by breaking down the tech you need to make your client onboarding system seamless & satisfying.
When scaling your business, the most important thing is to ensure that the foundation of the business is indeed built into a scalable model. There is nothing worse than building a business that needs you there 100% of the time. It is like having a newborn baby in your care forever! We are so lucky because, in this day and age, we don't only have team members, we have an entire collection of simple tech to help us to scale and grow our business’ beyond ourselves.
There are so many incredible platforms out there that can help you in your business, in this podcast, I talk to you about the tech that I use to help us with onboarding clients in my law practice. These items are relatively inexpensive, and once you get them up and running, they can be incredible in the way that helps you leverage your time.
The main objective when onboarding clients is touchpoints! Before they engage you they need frequent touchpoints, and once they are onboarded in your business they need to feel nurtured, which requires, you guessed it… TOUCHPOINTS!

CRM System

A CRM system is a customer relationship management system, which is incredible when onboarding your clients! Often people use their CRM system for marketing and getting clients into your funnel, but you can also use it once clients have engaged your firm as well. There are many CRM systems out there, they keep you connected to your customers, streamline processes, help improve sales and profitability.
A CRM system is a MUST in any small business, and we cover the exact CRM system that is best for you in the Scalable Business Lounge. A few CRM systems are:

2. Automated texts Automated texts are the perfect as reminder’s, asking for them to leave a review after the meeting, a thank you message, whatever it may be this is an automated way to contact your client. We use Law Tap, which works super well which offers a booking system and texts. However, we used to use Direct SMS which was great if you are looking for just SMS automation.
3. Calendly Instead of going back and forth with appointment times, get a calendly account! This way you can fill in your availability, send the client a link and they book a time that suits them! This will save you and/or your admin team plenty of time and automate the process.
4. Bonjoro Bonjoro is a great tool to make a point of difference for your clients by sending them a personalised video welcoming your clients to your business. This is a fantastic way to welcome clients to your business as they are onboarded and is also a great way to surprise and delight your clients!
5. A Client Portal This is something I have used many times as a client, but have only just implemented it into my own business. A client portal is a way to share information and make it easy for clients to find everything they need relevant to your business and a way for clients to communicate. I like to get my admin team to introduce this to each client using Loom, to make it easy, automated, and simple to use for all of your clients.
For a business I previously ran, I used a platform called clinked which was simple and easy to use!
6. Dropbox Dropbox is a great tool for onboarding as it can be your designated place to leave all relevant documents in there, and that way you can simply send them the link and you can both see/work on the same documents. This is the perfect onboarding tool as it is simple, easy to use, and very accessible for both client and lawyer.
7. Youtube Youtube, you can create videos, to onboard your clients and do it via a hidden link. What this means is that you can upload your video to Youtube, and then you can set it only to be viewed if they are sent the link. This is a great way to welcome clients, show them how to use the client portal, to train your team or anything you feel you may need to repeat in your law firm! How fab is automation!?
These are a few of the tech tools I have used in my business to automate and efficiently onboard clients in order to scale. If you would love to watch a FREE workshop on how to scale your business, DM me 'SCALABLE' through one of the links below, and I will send you all the details you need!
Until then, bye for now!
CONNECT WITH Caralee: Instagram: @caralee.fontenele Facebook: @caraleefontenele LinkedIn: @caraleefontenele

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