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85 – Chad Dudley – Let Go To Grow

In this episode of the Trial Lawyer Nation podcast, Michael sits down with accomplished attorney and consultant Chad Dudley. Chad is a founding partner of Dudley Debosier, part-owner of CJ Advertising, and co-founder of Vista Consulting. He and Michael will discuss time management, developing and maintaining systems, coaching your attorneys, valuing your cases, and the #1 legal marketing strategy (Hint: It’s not what you think!).

Michael and Chad kick off the episode by discussing the question already on everybody’s mind: how does Chad find the time to own a 50+ attorney law firm and a 60-employee marketing agency? He explains how the two complement each other well, and the key has been to “Let go to grow.” When he started these businesses, he wore a lot of hats because he had to. Yet, as the businesses grew, he had to let go of the smaller tasks that could be handled by others; and to ensure those tasks are completed consistently, he’s developed systems for everything from depositions to file structure. This allows him to spend more time on things he enjoys doing, and more importantly, focusing on the things he needs to be the one to do.

Michael then asks Chad how to set those systems up. Chad explains how the first step in this process is based off the book “The First 90 Days”. You need to determine if the current status of your firm is startup, turnaround, accelerated growth, realignment, or sustaining success. You then start with a broad framework for a system, then work your way down to the details. It’s a very methodical process, but so worth it in the end.

Michael then shares a frustrating experience he had with a past consultant who was trying to prescribe him a system that was meant for a pre-litigation firm, when Michael’s firm was 90% litigation. Chad agrees that pre-packaged systems almost never work for law firms because of the diversity of practices and adds that the owner must determine what type of practice they want before building out any systems.

There’s a common attitude in the Plaintiffs bar that if you build out too many systems, you’re treating your firm like a McDonalds, and each client needs to be treated like an individual. Michael addresses this and adds that the more systems you have in the place, the more you can care for your clients and spend time on things like going to their house to get to know them on a deeper level. Chad agrees, citing the book “Discipline Equals Freedom,” and adds that systems allow you to focus on the relationship, be a better attorney, and deliver a better result to your client.

After an insightful look at why the boss needs to follow systems before his or her employees ever will, Michael and Chad discuss the challenges of transferring their vast knowledge to their employees. Chad shares that when you’re naturally good at something, it’s as natural as breathing; and you’ll likely skip some vital steps when teaching because of that. He encourages attorneys to have someone observe them doing the task, take detailed notes, and help you coach the other attorneys along the way.

Michael then brings up his personal struggle with sticking to the systems that he implements and asks Chad how he avoids doing that. He explains how he has a checklist that he follows for each new system, makes sure he explains why they’re doing it, sets out clear expectations, and designates somebody to hold people accountable. He monitors each system differently, depending on what it requires. When possible, he tries to monitor systems using dashboards and reports.

Chad continues by sharing an ingenious system to prioritize different projects and initiatives at your firm, using a point-based system that will resonate particularly well with the data-driven lawyers listening.

The conversation shifts to a look at Chad’s practice, Dudley DeBosier. With a firm as large as his, how does he keep the value high on his cases? Chad clarifies that they try to be what he calls a “hybrid” firm, which contrasts against low value/high volume and high value/low volume firms. To do this, it’s crucial to identify and rank your attorneys from best to worst, and a good way to identify great cases when they come in. Done give a “tier 1” attorney a very complicated case- it’s not fair to that attorney or the client.

Chad and Michael both hold regular meetings to assign cases a valuation in a group setting. This serves to motivate all the attorneys and bring out their competitive sides and to identify great cases (or bad cases) earlier on in the process. With the bad cases, it helps attorneys avoid spending too much time on them. Citing Vilfredo Pareto, Chad explains how 20% of your effort creates 80% of your results, which translates perfectly to personal injury cases. In fact, he’s found that many times 5% will generate 50% of your revenue and 20% will generate 80% of your revenue. The bottom 40% of your cases will only generate 1-2% of your revenue, meaning the time spent on them is a massive hit to your labor ratio.

The pair closes the conversation with a look at what marketing strategies are working right now. Chad gives a lengthy list of strategies but insists that the most important strategy is performing well for your clients. Strategies like TV ads will bring people to the “restaurant,” but if the food is bad, it’s not going to work. He and Michael agree that the best way to bring in cases is to do a good job working up the ones you have.

If you’d like to contact Chad Dudley regarding a case, marketing, or anything else, you can email him at cdudley@dudleydebosier.com.

This podcast episode also covers why high volume/low-value firms are dying out, why lazy law firm owners tend to have lazy attorneys working for them, finding a person at your firm to hold others accountable, why Michael likes to schedule depos right after the defendant answers, and a plethora of book suggestions! Visit our references page for the complete list of visit Chad Dudley’s bookshelf.

Guest Bio

Chad Dudley started Dudley DeBosier Injury Lawyers with his partner, Steven DeBosier and James Peltier in 2009. The firm now has over 50 attorneys with offices throughout Louisiana.  Chad also founded Vista Consulting with Tim McKey in 2009. Vista Consulting works with personal injury firms all across the country on all aspects of running a law firm.  Additionally, Chad is the CEO of cj Advertising, an advertising company that represents personal injury firms throughout the country. He is a nationally recognized speaker on the topics of law firm management, marketing and technology.

Chad can be reached at cdudley@dudleydebosier.com

 

72 – Delisi Friday – The Evolution of Our Marketing: What Worked, What Didn’t, & Where We Are Now

In this episode of the Trial Lawyer Nation podcast, Michael sits down with his Director of Marketing and Business Development Delisi Friday to discuss their firm’s marketing strategies. They start at the very beginning of Michael’s career for a full-circle look at why they chose to market B2B (business to business) instead of B2C (business to consumer), what to look for in a marketing professional and a marketing agency, how to market without spending money, the pros and cons of working with a marketing agency, and why they decided to move their marketing in-house.

They begin the episode by explaining why they only market to other law firms (B2B) instead of marketing directly to consumers (B2C). Michael shares that he’s had people tell him he’s insane for only marketing to other law firms for referrals because he only gets part of the attorney fees, but he insists it works better for his firm’s needs. He explains how he used to do B2C marketing, but after putting pen to paper and analyzing the profitability of his cases, he found that even after paying out the referral fee, he made about 3x as much money per hour on the cases that came from referrals. He also doesn’t have to spend astronomical amounts of money to advertise on TV in an extremely competitive market.

Delisi and Michael then briefly touch on their experiences and struggles with the burgeoning area of digital marketing, before Delisi asks Michael about the evolution of his marketing prior to bringing a marketing professional into the firm. Michael starts at the beginning, dating back 20 years ago when he had practically no marketing budget. He tried numerous methods, from taking out an ad in the yellow pages, to writing a free book for consumers and buying a corresponding TV ad which was not very successful (he only gave away 10 copies to consumers. The rest were to other lawyers and judges).

Michael then reflects on his past in-house marketers and why they didn’t work out. He begins simply by stating, “There’s a lot of flaky people in marketing.” He goes on to explain how he is an “idea person,” so he needed someone with tenacity to balance him out and ensure his ideas were followed through on and not forgotten 3 months down the line. Delisi echoes this sentiment and adds that with marketing, sometimes you have to give initiatives time to see if they will work- something she calls both the “fun and scary” part of marketing.

Delisi then asks the question sure to be on every listener’s mind- what should you look for when hiring an in-house marketing professional? Michael first reiterates that he needed someone with tenacity to follow through on initiatives and adds that it’s important to find someone with the poise and class necessary to communicate with lawyers professionally. Many firm owners are tempted to hire someone based on their looks because “they can get in the door,” but he firmly believes finding someone who can fit in and have a conversation with referring lawyers is much more important for him. Delisi agrees and adds her personal experience with hiring assistants and interns – they can be inexperienced in legal but need to be able to communicate with lawyers and have strong writing skills to succeed long-term.

They then move on to discuss Delisi’s advice for lawyers who are just getting started with marketing and have a very small budget. She highly recommends sitting down and looking at where every single case you got this year came from. While the task is tedious, she insists it’s necessary in order to fully understand what works, what doesn’t, and what you need to do more of going forward. Michael agrees and urges listeners to focus on their relationships to gain referrals. Some lawyers are close with their pastors and have found success within their congregation. Others like Michael who focus on attorney referrals should put time and effort into growing their relationships with those attorneys. They both agree that client reviews and testimonials, as well as providing excellent customer service, are crucial to your credibility and long-term success.

Once you have a more established firm and a marketing budget to match, there are multiple routes you can take to expand your marketing initiatives. Michael notes that at some point, you’ll be tempted to hire an outside marketing agency for help and asks Delisi what she thinks the pro’s and cons of that are. Delisi replies why it really depends on the firm and their needs, but when her and Michael chose to hire an agency it was initially beneficial because she and Michael needed support with graphics to make their ideas a reality. The graphics and creative support they received were crucial for testing out different strategies and figuring out what worked best.

One of the biggest cons of hiring a marketing agency is the cost. This varies depending on the agency, but after you pay each person for their services it’s usually not cost effective vs. doing it yourself. Michael and Delisi urge listeners who do not want to hire an agency to utilize contractor services such as Upwork to hire freelance designers and copywriters, or contract local talent. They also discuss why they parted ways with their marketing agency and Michael’s #1 tip for what to avoid when deciding to hire an agency.

After parting ways with their agency, Delisi and Michael decided it was time to hire more employees for their marketing department, namely a full-time graphic designer. They discuss their initial concerns with doing so, they both agree the numerous benefits for both marketing initiatives and case graphics have far outweighed those concerns.

Delisi and Michael conclude this episode by discussing where they are now and why it works for them. In addition to managing the firm’s marketing, Delisi now manages the intake department as well. They discuss how this has improved the performance of both departments and why it’s important for your marketing and intake departments to be in sync. It also helps that Delisi is on the management team at the firm, something Michael notes as a major difference between in-house marketing and having a marketing agency. Since Delisi is a part of every major firm decision, she is invested in the firm’s well-being, not just making the marketing department look good.

Michael emphasizes that while this was a 20-year process in the making, the goal should be to do at least some of your marketing in-house to invest in yourself and your firm so you can get the cases that YOU deserve.

This podcast also covers why digital marketing didn’t work for their firm, how lettuce on a McDonald’s quarter pounder is wrong, tax write offs, the initial challenges of moving your marketing in-house, utilizing Facebook groups and the Nextdoor app for organic leads, how they conduct their annual marketing meeting (and why you need to have one), and so much more!