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Jan Copley
Certified Practice Advisor
Atticus, Inc.

530 South Lake Avenue, Suite 250
Pasadena, CA 91101
(626) 696-3145
(626) 421-6747 (fax)
jan@copleycoaching.com

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Social Media Backup

September 5, 2012

Filed under: Social Media — @ 5:28 pm

Do you use Social Media to market your law firm? If not, you’re falling behind on implementing new forms of marketing.

But using Social Media creates some problems with complying with ethics rules. Here in California, attorneys are required under rule 1 400(F) of the Rules of Professional Conduct to maintain, for two years, “a true and correct copy or recording of any communication made by written or electronic media.” Your postings on Facebook, LinkedIn and Twitter probably fit within the definition of “communication” as used in the rules.

So how do you maintain those copies?

As it turns out, it’s not that hard. I recently ran across an article, “Backup Your Social Media,” on the Legal Productivity website. The article contains instructions for backing up your postings on Facebook, Twitter, Google Plus, and LinkedIn.

My recommendation, for what it’s worth, is for you to create written processes for backing up all your Social Media postings and to delegate the actual work to one of your assistants. Then, all you have to do is go ahead and post on the Social Media site(s) of your choice.

Please let me know how this helps you!

A Roadmap to Social Media

February 24, 2012

Filed under: Social Media — @ 2:36 pm

Are you still having trouble figuring out the various Social Media outlets and how to use them? Here’s a useful tool, courtesy of web designer Todd Richards and his Promising Sites company.

Please let me know how this helps you!

What’s the Return on Your Social Media Investment?

October 21, 2011

Filed under: Social Media — @ 8:00 am

Like everyone else who is blogging about practice development, I’ve written about the uses and abuses of Social Media. It’s a tool — and an important tool — for developing our businesses.

Social Media marketing costs money. However, a problem with Social Media is that if you’re not careful, it can be expensive. How is that possible? Isn’t one of the advantages of Social Media is that it’s free?

Well, yes and no. You might not have to pay money to anyone to have a presence on Facebook, Linkedin, Twitter, Google Plus, etc., but that doesn’t mean it’s not costing you money. Remember, your time is valuable and certainly not free. You might be spending too much time on your Social Media presence — time more profitably used on face-to-face marketing or client work.

Measure the return on your efforts. As noted by Chris Vigil in the Pasadena Star-News, you need to measure the return on investment from your Social Media marketing efforts, just as you need to measure the return on investment for all your other marketing activities.

So — are you really making money with your Social Media efforts? Don’t get me wrong — you have to do Social Media marketing to keep your marketing presence. But you can fool yourself with it, too. Are you just spending time in front of the computer with your Social Media campaign as a means to avoid a more challenging face-to-face marketing meeting? You won’t know if your efforts are effective unless you measure them.

Please let me know how this helps you!

Are You Advertising Without Knowing About It?

September 21, 2011

Filed under: Social Media — @ 12:51 pm

Because Social Media is new and weird, I keep writing about it. I recently came across a blog posting, “Privacy Blind: Opting Out of Social Ads” that really caught my eye. It turns out that if you “like” something on Facebook or LinkedIn, the Social Media sites will then advertise those products to your “friends.”

I’m not sure that the techno-wizards at Facebook and LinkedIn thought about this, but it seems to me that this might be a breach of an attorney’s ethics, either by advertising our services outside the rules of professional conduct, or by inadvertently endorsing something we shouldn’t.

Fortunately, there are ways, as the article says, that we can change our privacy settings to prevent this from happening! Given the advertising restraints we attorneys have, I think this would be a good idea.

Let me know how this helps you!

A Nifty Tool to Manage Social Media

August 5, 2011

Filed under: Social Media — @ 8:00 am

If you are using Social Media as part of your marketing efforts and you don’t have quite the same compulsion to check your Facebook page as often as your fourteen-year-old daughter, what do you do?

I recently spoke with Dave and Carolyn at Mark Merenda’s wonderful company, SmartMarketing, about managing my Internet presence, including various Social Media outlets. We talked about a nifty, free service called NutshellMail provided by Constant Contact.

What NutshellMail does is send you email updates about activity on all your Social Media sites. NutshellMail will track your Facebook, LinkedIn, Twitter, Yelp, Foursquare and YouTube presences.

As an example of how the service works, I receive three emails a day from NutshellMail, telling me about postings on my Facebook page, changes in my LinkedIn contacts, and Twitter feeds from my followers, all in one email! You can set your settings differently. It’s a great timesaver; I don’t have to log into each website individually. Moreover, I don’t have to remember to check the Social Media sites; NutshellMail does that for me.

Would this be useful for you? It certainly is for me, which is why I’m sharing it with you.

Please let me know how this helps you!

Uses and Abuses of Social Media – Part Two

July 1, 2011

Filed under: Social Media — @ 9:00 am

In my last posting, I talked about how Social Media is an important tool for marketing your business, but that some people don’t focus on the results of their efforts. I’ve also written about how email, if not properly managed, can control your life. Today, we’ll talk about how the Internet and Social Media sidetrack your team members from getting work done.

Is the Internet costing you money? I recently came across an article, “Distraction in the Workplace,”, about a study to the effect that employee use of the Internet and Social Media can cost businesses thousands of dollars each year. And it’s not necessarily because employees are frittering their time away looking at the computer — just like you and me, they get distracted.

Keep your team focused on what needs to be done. What I really like about the article are tips about how to manage these distractions. I think the most important strategy, however, is to clarify your expectations of your team members. Let them know you understand the need to use the Internet and Social Media from time to time for personal purposes, but also set performance goals and rewards. Talk about how surfing the Internet can cut into productivity, profits — and employee bonuses. If you set expectations, you’re likely to find your team members will meet them.

Please let me know how this helps you!

Uses and Abuses of Social Media – Part One

June 29, 2011

Filed under: Social Media — @ 9:00 am

I find I am blogging a lot about Social Media. That’s because it’s new, it’s weird, and it’s important. Whether we like it or not, Social Media is here now, and it’s an important tool for marketing your business. So, we may as well learn to use it well.

They like me! Last fall, I attended a conference about a Social Media campaign in which a business owner had asked that a certain number of people “like” the business on Facebook by the end of the day. The business owner more than exceeded the goal by noon! However, when I asked if the campaign had resulted in more revenue for the business, the presenter said she didn’t know. Well, if the Facebook campaign didn’t produce new revenue, was it really worth the effort?

Being liked is not what you want. That’s the point behind an article, “Use Social Media to Be Relevant — Not Liked” in last week’s Pasadena Star-News. Just getting yourself “liked” by mass quantities of people, or by amassing an infinite number of Twitter followers, is not the point. The goal is to participate in a conversation so people listen to you and you become relevant to them. Only then will they consider doing business with you. And isn’t that the idea behind all our marketing efforts? Just as with all other forms of marketing, we need to be relevant and to direct our Social Media efforts so we reach the people we want to do business with!

Please let me know how this helps you!

To Tweet or Not to Tweet

June 15, 2011

Filed under: Social Media — @ 12:48 pm

My last posting was about using Facebook as a marketing tool for your practice. Today, I ran across “How I Would Use Twitter,” a blog article from Cordell Parvin, another law practice management coach, about whether or not spending time on Twitter is worth it.

The upshot of the article is that if you choose to use Twitter to market your business, you have to be strategic about it. You can’t just tweet. You have to make sure the right message is getting to the right people. And then you have to be consistent about it.

This should not come as a surprise — we have to be strategic about every kind of marketing we do. All of our marketing should be directed toward creating our reputations, reaching people to generate work we love, and having wonderful, appreciative clients. So, like everything else about marketing, Twitter can be a great tool, but only if we make it work for us.

Let me know how this helps you!

Facebook for You and Facebook for Your Business

June 10, 2011

Filed under: Social Media — @ 1:15 pm

This week, I attended a presentation, called “Facebook 102. ” Travis Townsend of TuneUpYourWeb.com led the program. I went because I thought I needed to learn more about Facebook. I was right!

Pages vs. profiles. Among other things, we talked about how to use a Facebook page (that people “like”) for your business, not your Facebook profile (for your “friends”). I was vaguely aware of the differences between a page and a profile. I learned that a lot of the participants already use their Facebook presence as part of their strategic marketing programs, but that if they are using their Facebook profiles for that purpose, they may be violating Facebook rules and running the risk of having their Facebook sites shut down! However, I also learned that if you do it right, using a Facebook page can be an effective tool to market your business.

How much should you tell people? Having a Facebook page is a good way to separate your business from your personal life. However, because our referral sources and our clients work with us, in part, because they know, like and trust us, you shouldn’t totally block out personal information on your business page. Travis, in his blog posting, “ Balancing Personal and Business Facebook Use,” recommends you devote up to 20% of the content on your Facebook page to personal updates about you.

I had two takeaways from the presentation: (1) don’t ever stop learning about new ways to market, and (2) it’s time for me to get on the bus and set up a Facebook page for my business.

Please let me know how this helps you!