Unlocking Client Insights: Leveraging Firm Analytics to Drive Growth and Build Sustainable Revenue

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In today’s competitive landscape, knowing your clients isn’t just beneficial—it’s essential for strategic growth. Join us to discover how to utilize firm analytics to pinpoint new revenue opportunities and enhance client retention. This webinar will empower you to make data-driven decisions that optimize your client base and strengthen key relationships.

Objectives:

  • Identify Your Most Promising Clients: Discover strategies for targeting the right clients who align with your growth objectives.
  • Maximize Client Feedback: Learn to interpret client insights effectively, highlighting what clients value most in your firm’s services.
  • Pinpoint At-Risk Clients: Use analytics to spot warning signs and proactively engage clients, reducing turnover.
  • Adopt Best Practices for Client Management: Equip yourself with practical tools for retaining and managing your most valuable client relationships.

CLM®Application Credit: 1 hour(s) of Organizational Development

CLM® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI) 

Maggie Watkins

Consultant

Maggie T Watkins Consulting

Maggie T. Watkins has decades of professional services experience. She served as Chief Marketing Officer (CMO)/Chief Marketing and Business Development Officer at four Am Law 200 law firms and one regional accounting firm, was CMO of a global publicly traded expert services and consulting firm and president and Chief Executive Officer of an international law firm association. Most recently, she was a marketing and business development leader at an Am Law 100 law firm. Watkins is a past chair of the International Legal Marketing Association (LMA) and the National Association of Accounting Marketing (AAM). She regularly speaks at industry conferences and seminars

Bo Yancey

Consultant

B-Y Global

Bo Yancey is the Founder and Principal Consultant of B-Y Global, which provides services to law firms and other professional services businesses. Prior to starting B-Y Global, Yancey held leadership positions in several businesses focused on law firm performance. While there, he developed and implemented profit and pricing models, advised firms on KPI's and analytics strategies, and helped them identify and capitalize on opportunities through data-driven decision making. Yancey's expertise lies in profitability modeling, compensation model design, and pricing and rate setting strategies.

 

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No credits available  |  Certificate available In today’s competitive landscape, knowing your clients isn’t just beneficial—it’s essential for strategic growth. Join us to discover how to utilize firm analytics to pinpoint new revenue opportunities and enhance client retention. This webinar will empower you to make data-driven decisions that optimize your client base and strengthen key relationships
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Unlocking Client Insights: Leveraging Firm Analytics to Drive Growth and Build Sustainable Revenue
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes In today’s competitive landscape, knowing your clients isn’t just beneficial — it’s essential for strategic growth. Join us to discover how to utilize firm analytics to pinpoint new revenue opportunities and enhance client retention. This webinar will empower you to make data-driven decisions that optimize your client base and strengthen key relationships.
You must register to access.