Welcome to How to Manage A Small Law Firm’s Platinum Referral Club.

The new home for the bubble leaders who are not interested in the typical “you scratch our back we’ll scratch yours” reward program.

The Platinum Referral club is for you if you are itching to play a bigger game, to have a bigger influence on the collective rise of the entrepreneurial lawyer community and are feeling called to be a visible representation of the GOOD LIFE.

As you know, it is our mission to create happy lawyers.

If you’re here, you have experienced the magic of HTM’s core values for yourself, have adopted our mission as your own and are ready to pay it forward.

This is meant to be a Trifecta of growth on every levels.
We all grow our businesses. We all fulfill our purposes.
We all WIN.
The new Platinum Referral Club is set up to give you control of your own referral network and the points you accumulate.

We have revamped our point system under our new HTM Economy.

We are now going to reward you for all of your efforts. That means you will get points for all of the steps you take to shout out HTM and introduce this wonderful community to your friends and colleagues.

We will still give points for a Bootcamp or Discovery Day attendee and when someone becomes a member, but the points system will be converted to reflect our new HTM Referral Point Economy System.

Anyone that purchases a Bootcamp or Discovery Day ticket = 50 points for you no matter what they decide.

If they join, you get another 50 points!

Here is a list of activities you can earn points for:

*** Important Steps That Must Be Taken to Earn Points ***

To earn Referral Points, all of the steps below must be followed:

1. You must sign up/register for the Referral program using the form on the VIP Referral Rewards Program page.
2. Any person you refer must schedule an appointment using your unique Referral link. (Your Referral link can be found in the Referral Partner dashboard after you have signed into your Referral account).
3. Using the HTM landing page with resources will allow for automatic tracking of points. For efforts that require screen shots, you must send the files before the 1st of each month to Rewards@howtomanage.com in order for your points to update for the following month.
   Entries after the 1st of each month will be added to the following month.

50 point will be given to each HTM member Referral Partner who refers a prospect who ATTENDS Business Plan Bootcamp or Discovery Day.
When they SIGN UP to become an HTM member, the HTM member Referral Partner will receive 50 more points.
Here’s the Process:

1. You, as the Referral Partner, send your (unique) referral link to a fellow solo attorney or small firm owner who will benefit from How to Manage services to help them grow their firm.
2. Your unique link can be found in your Referral Account Dashboard.
   Your link leads to the Appointment page where they schedule a phone meeting with HTM to discuss the available tools.
3. During the scheduled appointment, your referring attorney will be asked to purchase a ticket to attend either the very next Business Plan Bootcamp or the very next “Discovery Day.”
4. At Discovery Day, attendees (and your referral) are encouraged to sign up as a member of How to Manage. Typically, 90% of attendees convert to HTM Members.

• New platform for easy to participate Challenges
• More prizes for your points
• All your efforts = points!
• New and exclusive benefits for being a member

Here’s the deal. We know you take precious time out of your business to introduce your friends and colleagues to How to Manage. We will now reward you for all of those efforts! And we will still include special challenges and we found a new platform to make it fun and easy for you to participate! So exciting.

BELOW IS LIST OF REWARDS YOU CAN WIN WHEN YOU REDEEM YOUR REFERRAL POINTS!

Jimbo and the Video Team
Insider the Actor’s Studio style workshop so you can shine in your next video presence. Jimbo and his team will take you through some fun, skill building exercises that will take into the mind of an actor. This type of workshop is going to have you role playing some of the most outrageous characters and it will be an out of the box experience like no other.

Minimum 1 Participant
Maximum 4 Participants
Location: Zoom (for now)
Price To Participate: 400 Points

GAS Calls support
We will take on up to 50 of your GAS calls and make them for you. That’s right. We aren’t going to coach you through them, we are going to pick up the phone and handle them for you. Former clients and old leads that didn’t hire you will be contacted, and you will receive a spreadsheet with all of the call notes so you can amp up your appointments and revenue with more hands on deck.

Minimum 1 Participant (Just for You)
No Maximum
Location: Via Telephone
Price To Participate: 200 Points

KPI check from your Dashboard
Ale will deep dive into your dashboard numbers and give you customized feedback on the numbers/bloodline of your firm. A laser coaching report will arrive to you with details about trends in your numbers so that you’ll know exactly what to tweak to fast track your goals. As you know, Ale is a whiz at spotting Dashboard Gaps and will tell you exactly where you’re holding strong, exactly where you might be letting money slip through the cracks and what to immediately adjust for a quick boost!

Minimum 1 Participant (Just for You)
No Maximum
Price To Participate: 100 Point

Website Overview from RJon and Team
It doesn’t get any better than this! RJon and his team will review your current website and give you tactical tips on how to advise your website developer to maximize your online presence and your conversion rate. This report will give you the feedback that helps your site be more profitable and aligned with your marketing message.
Your site is either attracting new leads or repelling them. RJon and his team will tell you exactly what to do to make sure your site is positioning you as the go-to solution in your niche.

Minimum 1 Participant (Just for You)
No Maximum
Price To Participate: 350 points

Telephone Mystery Shop Your Law Firm
Do you want to know what the mice are REALLY doing when the cat’s away? Do you want to find out how well your intake systems stand-up to a little pressure? Maybe even a lot of pressure? “Nah, why would I care since it’s ONLY my entire income that hinges on this potentially weak link in the chain!” You will complete a very brief questionnaire to help us design a realistic potential client profile & “back story”. And then at some point during about a 2-3 week period at least one call that comes through your intake procedure will be a mystery shopper who will put your processes and your team through their paces. The call(s) will be recorded for your review and a “score card” will be completed to help you analyze/evaluate your firm’s performance. Click HERE to see for yourself what happened when we Mystery Shopped” Sara Khaki’s firm, accidentally broke someone on her staff and then made it up to her by mystery shopping her firm again. Actually there was nothing to “make up for” Sara said it was a “life saver” to know that her intake person couldn’t handle it!

Minimum 1 Participant (Just for You)
No Maximum
Location: Via Telephone
Price To Participate: 200 Points

Video of you for your website shot and produced by RJon
RJon will sit with you and help you develop your message. Then he will turn on the camera(s) and “direct” you. Don’t worry if you’re not comfortable on camera and maybe that’s the excuse you’ve been hiding behind! RJon will make the whole experience fun and easy for you and you’ll get a good is good-enough video that will begin making you some money, and get you started on your journey. And if you’re already comfortable on-camera he’ll teach you some high-level communication and sales techniques that may (or may not) blow your mind.

Minimum 1 Participant at a time
Maximum 4 Participants at a time
Location: Zoom call
Price To Participate: 400 Points

First, you must sign up for the program if you want to participate. To refer your friends & colleagues you must send them the link & password that you will get upon registering. The personalized link you will be receiving is tied to a Private VIP webpage with a video from me explaining how everything works, and a special appointment scheduler is on the page that will allow your referrals to make an appointment with our team. This page/scheduler will allow our team to know that the referral is coming from you, and we’ll be able to provide the very best, top of the line, white-glove, VIP treatment they deserve (not that HTM doesn’t always strive for this). If you do not use the link & password provided to you to refer your friends/colleagues, it will be much harder for us to track and allocate your referral points, thus creating confusion and possible mistakes. Please use your referral link and password so that we can keep you in the loop when your referrals schedule an appointment with us, when it takes place, and if they purchase a ticket to our upcoming Business Plan Bootcamp and Discovery Day or not.

On that page, your referral will be able to book a Discovery Call with our team, and our team will give your referral VIP priority to speak with us about what’s going on in their law firm, walk-through a plan to get from where they are to where they want to be, and help them explore their options to execute on that plan. At the end of the call, if they have met the criteria to join one of our programs, we may extend an invitation.

Tips for referring your friends/colleagues: Before you send someone to the VIP appointment page, think about whether or not this is someone you want to share some of your most vulnerable and personal moments with like you often might at an LQM or workshop. Because if for some reason you don’t want to share it with them, then chances are the rest of our Members won’t want to either.

Another tip: Help them understand how this going to work — the Discovery Call is complimentary, and the purpose of the call is to help them make a plan for how they want to grow their law firm during that 60-minute call… If on the call it is apparent that their plan can be streamlined with the help of our services, we will let them know how we can help and tell them about the Discovery Day, which will require a $1,000 deposit that is fully refundable if they show up and decide we’re not a good fit for how they want to build their law firm. Share your experiences with them beforehand and express the value of how even a 60-minute complimentary call with HTM can change the way they think about how their law firm should run.