For Agencies

For legal marketing agencies and call centers

You make the phone ring. What happens in the first conversation decides whether your client sees a return. A scored review of those calls gives you something concrete to show them.

Why agencies bring this in

Clients judge campaigns by booked consultations, not by calls. When calls do not book, the campaign gets blamed.
A scored review separates a lead problem from a conversation problem, with evidence from the client's own calls.
The same scorecard can be used to report on call quality in your own client reviews.
The work stays on the conversation. It does not touch the marketing, the legal work or the attorney's judgment.

Ways to work together

Referral. You introduce a client whose calls are not booking. I run the audit with the client and share the findings as the client agrees.
White-label scoring. The 14-item scorecard applied to your clients' calls under your reporting.
Training for your own call team. If you or a partner answers calls for firms, the same method applies to your team.
A joint session. A short workshop for your clients on the first conversation.

Arrangements are agreed in writing, case by case. Nothing here implies an endorsement of any marketing practice, and all call wording remains subject to each firm's review against its jurisdiction's advertising and solicitation rules.

About the Author

Dr. Jeffrey Scott Stanton, DCH is a behavioral strategist and the founder and Chief Learning Officer of R2R Diagnostic Group. He is the former EVP of Learning & Development at Douglas Elliman Real Estate, where he trained sales professionals on the conversations that turn an inquiry into a commitment. He applies the same method, the R2R Assessment and a 14-item call-review scorecard, to law firm intake teams. The work is the conversation only; legal questions and judgment stay with the attorney.

The method, the scripts and the scorecard are on how it works, the script template and the scorecard guide.

Start With the Calls

Talk about a partnership.

Tell me how you work with firms today and where calls are failing to book.

Start With the Audit or book a conversation