How Your Law Firm Can Prepare for a Marketing Retreat

4 October 2017
 Categories: , Blog


If you are considering a marketing retreat for your law firm, there is a lot that you will be able to work on in the process. In fact, preparing for the marketing retreat may be one of the most valuable things you can do for your firm in the long run.

Why wait for the retreat to begin working toward the future of your business? These tips will help you and the rest of your staff prepare.

1. Remember the Personal Aspect of the Legal Business

When you think about your goals for the future of your business, are you considering the impact you want to have on your clients rather than the financial goals? Think beyond the logistics of business and begin to consider how humanizing your business might make you more successful.

2. Discuss Goals for the Marketing Retreat

Next, you want to think about what goals you want to achieve at the retreat. Do you want to achieve a marketing goal together during the retreat? Are you more concerned with establishing an entire campaign strategy? As a group, come together to discuss what you hope to get out of the session.

3. Interview Staff Members & Clients to Learn about Issues

What are your clients missing? What would help you step up your game just a little bit? Asking clients and members of staff for reviews and honest opinions can help you find helpful areas on which you can focus during the retreat. If it's too late to collect new information, you might benefit from reading already existing client reviews on the web.

4. Review Your Current Financial Situation

What kinds of marketing techniques are affordable for your team? Knowing this ahead of time will allow you to develop a realistic idea of what types of marketing strategies will play a role in the future of your legal firm's success.

5. Discuss a Vision for the Company

Everybody in your company needs to be on the same page when it comes to establishing a future for your firm. What does each of you believe in? What kind of approach do you each want to focus on? Where do you see your firm in 5 to 10 years?

It is difficult to develop a plan when the entirety of the staff is not on the same page. With these planning tips you will be more likely to create an effective marketing plan on your retreat. Learn more about planning a retreat through resources like