Episode 258: Real-Time Tracking and Strategic Mindset for Law Firms

In this episode, Molly dives deep into the importance of tracking client and market data in real-time for law firms. She shares how daily stand-up meetings and digital tools like Loom can provide meaningful insights into the sales and intake process, especially for firms with virtual teams or outsourced agencies.


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Quote of the Show:

“Be deeply curious about every single word and make immediate changes in every step of the process.” – Molly McGrath



  • Embrace Real-Time Data: Utilize daily stand-up meetings and digital tools to gather and analyze current client feedback and make necessary adjustments.

  • Importance of Client Words: Focus on capturing and responding to the exact words of clients to refine marketing strategies and improve service delivery.

  • Marketing Adjustments: Be ready to alter marketing automations, Facebook ads, and workshop content based on real-time data and client personas.

  • Track and Measure Effectively: Keep diligent records of follow-up calls, client interactions, and their outcomes to better understand and optimize the sales process.

  • Leadership and Empowerment: Empower your team with the right data and ensure they know how to act on it to improve overall firm performance.


Ways to Tune In:



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This workbook is intended to be used in conjunction with the book, "Fix My Boss" to cultivate respect, risk courageous conversations, and increase the bottom line. The exercises and activities provided will guide you through a step-by-step process of understanding, analyzing, and taking action to create positive change in your workplace.

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