skip to Main Content

In It Together: Doing the Little Things That Keep Business Going

 
  • Teaching clients how to use Zoom (and have fun doing it)
  • How to keep business coming in, even when it means delivering toilet paper
  • The burning of her 2020 marketing plan
  • Advice to others on keeping business going during a pandemic (you’ll want to listen –she just had her best April in the last 2 years)

Recorded: April 27, 2020
Interview: Lisa Dillman, Esq., Applegate & Dillman Elder Law

Teaching clients how to use Zoom

Our firm had mandatory Zoom training which was great for the firm but we’ve found that clients also wanted this training. We’ve had a very positive response from our clients and we’ve been able to show them how to use Zoom for their extended family gatherings.

Keep business coming in

The expectation was that our business would sort of grind to a halt. We had an initial slow down but business picked back up and we are closing in on the end of April on a strong note.

2020 Marketing Plan

On March 19th, we took our 2020 marketing plan and set it on fire – it was completely irrelevant. We categorized our clients and looked for the most vulnerable and contacted them to make sure they were taken care of. These sorts of actions ended up helping to generate business. We’ve found that our traditional lead sources are lower while word-of-mouth referrals are higher.

Advice to others on keeping business going during a pandemic

Stop reading the news every minute. Be positive and act positively. Don’t be afraid to do something wrong. Be prepared for a surge in business as a result of the pandemic.

More Videos in this Series

New Business is Coming Your Way if You Know Where to Look

In It Together: New Business is Coming Your Way if You Know Where to Look

A look at the Caring.com survey Number of people people who have planning documents: will, trust or advance directive Reasons…

read more
In It Together: Doing the Little Things That Keep Business Going

In It Together: Doing the Little Things That Keep Business Going

Teaching clients how to use Zoom (and have fun doing it) How to keep business coming in, even when it…

read more
In It Together: Hosting Online Meetings with Zoom

In It Together: Hosting Online Meetings with Zoom

Top 2 reasons Zoom works well for meetings How to use Zoom with your clients that don't have an account…

read more
X