Dramatically increase cross-selling …

… by instantly transforming your Marketing and Business Development professionals into world-class coaches!

Cross Serving® is one-of-a-kind technology that gives your Marketing and BD team a “paint by the numbers” system for coaching cross-selling.

Automated Coaching Dashboard
  • HUNDREDS OF TIPS AND PROMPTS
  • SIMPLE TO USE
  • MOVES LAWYERS INTO ACTION
  • ENCOURAGES MORE CLIENT FEEDBACK
  • AUTOMATES REMINDERS
  • TRACKS PROGRESS
  • SHOWS ROI
  • ELIMINATES COSTLY LAWYER TRAINING
  • CUSTOMIZABLE
  • CLOUD-BASED AND SCALABLE

Simplicity …

No Setup Fees, No Ongoing Consulting Costs, Swift Onboarding

Sounds Like Just What My Team Needs, let's connect

This unique technology creates super-coaches in minutes:

Conduct Client Research Example

As easily as 1… 2… 3… 4:

  1. A Marketing/BD team member enters a specific cross-selling opportunity into the software for a specific lawyer.

  2. A video call is scheduled with that lawyer.

  3. Using prompts provided by the software, the Marketing/BD team member coaches that lawyer through distinct phases of the cross-selling process.

  4. Notes and action commitments are entered into the software, and follow-up calls are scheduled to continue the coaching and to hold the lawyer accountable.

Cross Serving® creates a triple win for:

Marketing & BD Teams

  • No need to become experts in cross-selling before using this – by just following the steps and prompts they become masterful coaches
  • Minimal learning curve – within an hour they can be up and running
  • Automatically captures lawyer progress, pinpoints sticking points, and identifies efforts by specific groups

Lawyers & Law Firms

  • Provides a structure and reminders for lawyers to pursue cross-selling opportunities, as both givers and receivers
  • Improves internal collaboration, strengthens firm culture and captures revenue that could be lost to other firms
  • Encourages lawyers to solidify client relationships by asking for more, and better, client feedback

Law Firm Clients

  • Receive higher levels of service by being asked for feedback and by having the firm act on that feedback
  • Deepens the relationship with the firm by bringing in more lawyers to address their issues and proactively identify opportunities
  • Enhances institutional knowledge of their needs which could lead to better overall outcomes

Firms using the Cross Serving® software can:

 

– Instantly become experts at cross-selling.

– Deepen and expand relationships with key clients.

– Win millions in new revenue.

 

We leave so much money on the table, and it's time for that to change ... let's talk!