{Real Client Example} Using an Email Follow-Up System

With many potential clients now coming in through online channels, you MUST have a strong follow up process so they do not slip through the cracks.

One way to do this is to set up an email sequence for your Elder Law or Estate Planning practice. A sequence is a series of emails that a subscriber will get, one after the other. Each email is timed and sent a certain number of days or hours after the last one.

The best part about a sequence is you can set it and forget it.

Below is an example of a welcome sequence we set up for one of our Elder Law attorney clients.

{Real Client Example} Using an Email Follow-Up System

This client has 5 emails in his sequence.

  • The first email goes out 1 hour after a new potential client provides their contact information (signing up for his workshop, downloading his free guide, or providing their email address on his website)
  • The 5 emails are all different. They are written in a casual, story-telling style that teaches the potential client more about the attorney, his practice, and examples of the types of cases he can help with


The last email is a “call to action” inviting them to schedule a consultation. You’ll notice the click rate is significantly higher on that email (circled in red).

Technology is your friend when it comes to email marketing.

We personally use MailChimp to manage our clients’ email sequences. A basic plan is FREE, or additional featured plans start at $11/month. (Related: How to Use Mailchimp for Email Marketing)

The nice thing about MailChimp is the emails look like they come directly from your firm. Potential clients can use the “reply” feature to send you a direct response.

More statistics from this attorney's email sequence:

{Real Client Example} Using an Email Follow-Up System

This attorney has sent 18,009 emails to 3,487 new potential clients.

{Real Client Example} Using an Email Follow-Up System

Now let’s break down his open and click rate. 

This attorney’s emails have a very high open rate at 42%, compared to the legal industry average of 17.8%

That means 42% of people who receive the email in their inbox actually open it, rather than immediately deleting it or leaving it unread.

Another metric to look at is the click rate. That is the percentage of people that opened the email AND clicked a link inside the email.

This client’s overall click rate for his entire 5-email sequence is 1.9%, compared to a legal industry average of 2.7%. 

But we aren’t particularly focused on the overall click rate number. Why? We are focused on his click rate for his final email which invites the “warmed up” potential client to schedule a consultation.

As shown in the very first screen shot (circled in red), his final email click rate is 6.9%, which is 2.5x higher than the legal industry average of 2.7%.

Click here to check out our email management solutions. With a variety of options that fit every budget, we will get your law firm in front of your target audience.

So, Attorneys, let me ask you...

Would having 3,487 new potential clients change your business?

At Bambiz, we set up email sequences for your Elder Law or Estate Planning practice. Remember, I said “set it and forget it?”

Let us do the hard work. With our Marketing Pro service, we write, design, schedule, and send out the emails on your behalf. Schedule a free 15-minute call with us to learn more.

We can't wait to talk to you!

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8 Tips to Host Outstanding Workshops

Workshops Webinars

This free guide includes the best practices you need to know if you are hosting Elder Law or Estate Planning workshops.

This is an example of our monthly YouTube content.

Every month we will provide you the top 4 trending YouTube topics (keywords) related to Elder Law & Estate Planning. These are things that your potential clients are already searching for!

Ready to get started? Click here to purchase

These are examples of the e-newsletters that we create for our clients.

With our email management service, we create and send a weekly e-newsletter to your contact list. We brand it with your colors and logo, and it looks like it comes straight from your firm.

This is an example of the emails in our nurture sequence. 

With our email management service, we create you both sales and nurture email campaigns that follow up with all new potential clients for 2 months.

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