

Automating Sales & Marketing with your CRM with Kelsey Bratcher
Mastering CRM and Legal Automation with Kelsey BratcherIn this episode of the Automated Lawyer Podcast, hosts John Fritz and Dan Schnurbusch are joined by Kelsey Bratcher, owner of Hired Gun Solutions and an expert in CRM and legal automation. Kelsey shares insights on the importance of integrating CRM systems with law firm operations, offers best practices for managing leads and converting them into clients, and discusses various effective tech tools and CRMs like PipeDrive. The discussion also covers how automation can significantly improve client management and business efficiency. Tune in for valuable tips and strategies to optimize your law firm's client relationship management.0:00 The Automated Lawyer: Episode 6 - Automating Sales & Marketing with your CRM00:20 Introduction and Hosts' Catch-Up01:11 Introducing the Special Guest: Kelsey Bratcher02:37 Kelsey's Journey to Founding Hired Gun Solutions03:37 Challenges and Realities of Entrepreneurship06:17 The Importance of CRM in Legal Practices13:01 Why Lawyers Need CRM Systems21:23 Best Practices for Implementing CRM21:34 Understanding the Client Onboarding Process23:09 Best Practices for CRM Integration24:44 Optimizing Phone Interactions27:37 Streamlining Client Engagement and Payment32:51 Choosing the Right CRM and Tech Tools36:34 Tech Tips of the Week40:24 Conclusion and Contact Information