New Client Academy

Everything you need to know to make the most of your marketing and achieve your practice growth goals!

Module 1 Introduction and Overview
Lesson 1 Welcome to the New Client Academy
Lesson 2 Introducing The Essential Solution
Lesson 3 LastPass Setup
Lesson 4 The Essentials Solution Platform - A Guide
Module 2 First Steps (Week 1 of Onboarding)
Lesson 1 Setting a Powerful Mindset
Lesson 2 Starting with Clarity
Lesson 3 Get Course Help, Submit Assignments and Ask Questions
Lesson 4 Your Powerful Marketing Platforms
Lesson 5 Your Powerful Platforms Cheat Sheet
Module 3 Your Website (Week 2 of Onboarding)
Lesson 1 Designed to Convert: Your Website as a Lead-Generating Machine
Lesson 2 Your Website GO LIVE Date
Lesson 3 TUTORIAL: Editing Content on Your Website
Lesson 4 A Guide to Editing Content
Module 4 Your CRM and Custom Client Intake Process (Week 3 of Onboarding)
Lesson 1 An Introduction to CRM Marketing and Lawmatics
Lesson 2 CRM Tutorial: How to Use Lawmatics - The Basics
Lesson 3 Importing Contacts to Lawmatics
Lesson 4 A New Client Intake Process for a New Type of Client
Lesson 5 TUTORIAL: Creating a Great Client Experience with CLIP
Lesson 6 Lawmatics Key Terms & Functions Cheat Sheet
Module 5 You're Over Halfway There (Week 4 of Onboarding)
Lesson 1 Dealing with the Freak Out
Lesson 2 How to Succeed in Digital Even If You "Hate" Social Media
Lesson 3 Sharing Your Blog Posts on Social Media
Lesson 4 Controlling How Your Blogs Appear on Facebook
Lesson 5 How to Promote Your New & Improved Website - A Check List
Module 6 Let's Get Blogging! (Week 5 of Onboarding)
Lesson 1 Blogging: Your Secret Weapon
Lesson 2 Who Writes These Blogs Anyway?
Lesson 3 TUTORIAL: How to Use Your Blog Distribution Platform
Lesson 4 TUTORIAL: How to Optimize Your Blog Content
Lesson 5 What About Duplicate Content?
Lesson 6 A Guide to Selecting Keywords for Your Blogs
Module 7 Go-Live Week (Week 6 of Onboarding)
Lesson 1 Email Marketing 101
Lesson 2 TUTORIAL: Email Marketing through the Lawmatics CRM
Lesson 3 TUTORIAL: Lawmatics CRM Email Marketing Engagement Insights
Lesson 4 Worksheet of Email Best Practices and List Growing Strategies
Module 8 Hitting the Ground Running (Week 7)
Lesson 1 Search Engine Optimization: What You Need to Know
Lesson 2 TUTORIAL: Using Your Review Management Platform
Module 9 The Next Steps (Week 8)
Lesson 1 Webinars, Campaigns and Social Advertising
Lesson 2 Frame And Mindset for the Initial Consultation
Lesson 3 Framework for a Successful Initial Consultation
Module 10 Module 13 - Audit and Review Performance (Week 9)
Lesson 1 Preparing for Your Performance Review