Start with the End in MindIf, when this Boot Camp is over, it were to score a perfect 10… what would

have to happen here? What could transform in your practice or your person-al life that would make this the best event you’ve ever attended?

(Check all that apply)

❑ MARKETING: I would have direction and inspiration to take my marketing to a whole new level.

❑ TRANSITION: I would have the confidence that I can transition from another type of law with-out already being an expert in estate planning.

❑ TEAM: I would have answers about whether I have the right team in place in my firm.

❑ TIME OFF: I would have a plan I could confidently execute that would give me specific work hours I could stick to and a plan for days off and vacation time.

❑ CLIENT RETENTION: I would have a plan on what to adjust in my consultations so I could retain a predictable number of clients.

❑ SUCCESSION PLAN: I would have the confidence to create a plan detailing a workable succes-sion plan.

❑ WORKFLOW: I will be able to see clearly how to organize and systematize the workflow process-es in my office.

❑ FINANCIAL SERVICES: I’ve been curious about introducing Financial Services to augment my legal services and I saw how others do it and what kind of successes they’ve had.

❑ EXPAND MY PRACTICE: I would have clarity on how I can jump to a new revenue level with my estate planning practice.

❑ OTHER: ................................................................................................................................................................................

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Systems Currently Working in My PracticeGiven that our entire training is about systems, please tell us what systems

are working in your firm right now. By “working” we mean those systems are documented, there is training for new team members on those systems, and

everyone in the office follows the system.

(Check all that apply)

❑ Hiring System

❑ Marketing System (from planning to execution)

❑ Workflow System (processes between consultation and signing ceremony)

❑ Personal Consultation System (resulting in predictable closing rates and happy clients)

❑ Meetings and Retreat System

❑ System for Regularly Updated Content on Blog, Website and Social Media

❑ Staff Communication System (Staff knows when and how to get questions answered in a fashion that does not interrupt you)

❑ Finance Systems (software set up properly and processes established)

❑ Final Signing Ceremony System

❑ Client Relationship System

❑ Client Review System

❑ System for Working with Centers of Influence

❑ Process for Generating Referrals

❑ System for Referring Law Firm Clients to Financial Services

❑ System for Private and Public Presentations

❑ Other: ....................................................................................................................................................................................

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