The first list is called the “Top 20” List. If you only have a few lawyer marketing referral sources, obviously, it may only be the Top 10 or even the Top 2 List. But the first objective after listing your top lawyer marketing referral sources is to increase the list to 20 if it is not there already so that is why we call it the Top 20 list. In order to qualify for the Top 20 List, a referral source must have sent you X amount of business in the past year and has hit that level consistently over the last three years. Depending on your practice area, X may be one, two, or three very profitable cases. For example, if you are a PI lawyer you might consider X to equal the referral of at least one case that netted the practice over $25,000 in contingency fees (or set the benchmark higher or lower as you see fit). If you practice residential real estate then X might equal someone who sent you a minimum of 3 closings per month (again you can set this benchmark higher or lower depending on your current situation). Bottom line here is whether for PI, estate planning, family law, or real estate legal marketing, you will know what level is appropriate for your Top 20 level of lawyer marketing attention.

The second list is the “Farm Team” List. Here we are using a baseball metaphor of your Top 20 being the “major leagues” and this second list being the farm team in training for moving up to the big leagues of the Top 20. Your Farm Team List consists of those legal marketing referral sources who are between having at least tried to send you someone up to whatever you have set the threshold of being a Top 20 list member. This trying to send you someone can be as casual as a friend asking if his or her neighbour called you after being given your card by your friend. We all know that lawyer marketing is sometimes this accidental.

The third list is the “Who You Know” List and is similar to any standard networking list. It includes everyone you know, even everyone your spouse knows, as well as those people known by your family and your staff. Take this one out as far as you like. The bigger it gets the better for lawyer marketing.

Finally, there is the lawyer marketing “Categories List”. This is a list of professions and occupations in general that would have the capacity to refer business to you. There are no names on this list, only general occupations/professions. For example, a PI lawyer might list nurses, physical therapists, medical technicians, chiropractors, neurologist, plastic surgeons, orthopaedists etc. while a family lawyer might list psychologists, social workers, marriage counselors, CPAs, hairdressers, real estate lawyers, etc.

Working a Lawyer Marketing Referral Base