We kick things off by talking with Dani about her background in legal technology (2:14). Next, we discuss how Dani's legaltech company was acquired, including the emotional toll that one goes through during that process - even when accepting a good deal (4:01)! We then talk over how the buying process is a very emotional one (8:31), which should help to define law firm marketing collateral. Next, Dani's got a recommendation for a design tool (10:57) - before she gets into the value of implementing a customer relationship management software (17:15) and how to do it right (20:29). Of course, we've just gotta hit AI - so, Dani talks to Jared about how she uses AI to help plan out her schedule (22:13) and marketing collateral (25:50). Lastly, Dani's got some hot tips for scheduling meetings (25:09).
If you want to take a fresh look at your marketing strategy, come be a fly on the wall for this conversation with a big-game marketing strategist. Feel free to also check out our CRM Buyers Guide at the Non-Event for more on the latest resources.
#law-practice-marketing #dani-whitestone #legal-technology #marketing-collateral #customer-relationship-management-software #artificial-intelligence #scheduling-meetings
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