How do you really imbed cross-selling into the fabric of your firm?

14 Jan 2020

Improving cross-selling is not only the easiest way for you to grow your firm’s fees, it’s also the most cost-effective. The sticking point though is working out how best to do it, especially if your fee earners traditionally work in silos.

Here are 5 smart ideas we’ve seen professional service firms put in place to help them create new cross-selling opportunities simply by strengthening the personal relationships they already have:

1. Ask other departmental heads if you can attend the last 10 minutes of their team meetings to reintroduce yourself and remind your colleagues what you do

2. Include colleagues on your Coffee Plans so you’re getting regular face time with key colleagues in the other departments within your firm … and if you choose the colleagues you like, this becomes even easier!

3. Make it easier for colleagues to refer to you by highlighting the triggers (i.e. the circumstances, questions and words) that should remind them they need to put that client in touch with you.

4. Focus on discussing clients’ needs earlier in your discussions with colleagues.  Try to broker introductions to them at an earlier stage in their relationship with your firm so the client has an opportunity to really get to know you and establish the level trust by the time they need your services.

5. Go to your firm’s events and/or external events with a colleague in another department not with the colleagues you work closely with.

This is was taken from one of Bernard’s regular BD tips on LinkedIn but if you’d like to have a chat about how we can help you design and implement a more effective internal cross-selling strategy, please email us and we can find a good time to talk.  Or please have a look at the full range of marketing and business development support we offer lawyers, accountants, barristers and patent and trade mark attorneys.


Posted by Douglas  |   0 Comments

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