NOTICE AUGUST 1, 2021:
DUE TO OVERWHELMING DEMAND, AT THIS TIME WE CAN ACCEPT NEW ENGAGEMENTS BY REFERRAL-ONLY.
If you already know one of our 500 Member Law Firms for which we serve as CEO, COO &/or CFO and you’d like to ask your colleague or friend to make a referral for you, please click HERE to begin that process.
If you do not yet know one of our Members who can vouch for you, or if you’d like to be introduced to the owner of one of our Member law firms to ask if what we do for them “is really that great” (it is), how their business and their whole life has improved since we stepped-in as a Small Law Firm Management Advisor for their firm, there’s good news for you.
WE HAVE DOZENS OF SUCCESSFUL LAW FIRM OWNERS WHO HAVE VOLUNTEERED TO SPEAK WITH YOU.
Please click HERE to begin your journey through the looking glass and then if you like what you hear (you will be salivating) you may ask them to make a referral for you.
PLEASE SELECT ONE
Prospect Sales Call: Post Call Wrap-up
How to submit
Please paste the prospect’s email address and complete all fields.
Preferably copy/paste the address to avoid typos. The email address you enter will be updated — even if it’s the wrong one.
How to correct a submission
You may modify a submission, if you need to correct any data after you submit it.
- Refresh the page
- Paste/enter the same email address
- Change the value(s) and submit
Reminder: This page should no longer be used
Please update the appropriate deal in ActiveCampaign:
- Login to ActiveCampaign and click the “$” item in the left menu, or click here to go to Deals.
- Filter the type of deal by using the dropdown list at top of page.
- Select the deal by prospect name.
- Update the post-call data fields.