How We Work
Three ways to close the gap between marketing spend and revenue.
Every engagement starts with understanding what is actually happening inside your firm. The service depends on what we find.
The Services
Three services. One clear starting point.
Marketing Department Assessment
Most firms do not have a clear picture of what their marketing investment is actually producing. Before any advisory work begins, we conduct a structured assessment of budget allocation, vendor and agency performance, attorney participation, CRM utilization, technology stack, and BD reporting. The output is a clear picture of where spend is working and where it is not.
What we review
- Budget allocation and ROI attribution
- Vendor and agency relationships
- Attorney participation in BD activity
- CRM adoption and pipeline hygiene
- Technology stack utilization
- Marketing and BD reporting systems
Marketing Performance Advisory
Ongoing advisory for firm leadership focused on improving the return on marketing and business development investment. We work directly with managing partners and marketing leadership to prioritize spend, improve accountability systems, align attorney activity with firm growth goals, and measure what is actually working.
Areas of focus
- Marketing spend prioritization
- BD accountability systems
- Attorney participation frameworks
- Vendor and agency performance management
- Growth planning and pipeline visibility
- Marketing and BD alignment
Attorney BD Enablement
Attorneys are not trained in business development. Most firms assume this skill is innate or will develop naturally. It does not. BD Enablement works directly with attorneys to close the gap between knowing they should develop business and knowing how to do it, using the marketing department they already have.
What attorneys learn
- How to brief the marketing team effectively
- How to build and manage a personal BD pipeline
- How to use firm marketing activity to drive client relationships
- How to participate in firm BD strategy
- How to measure their own BD activity
How an Engagement Works
Every engagement starts the same way.
The Assessment comes first. It tells us, and you, what the actual problems are before we commit to solving them. Most firms are surprised by what they find. That clarity is the foundation for everything that follows.
01
AssessWe conduct a structured review of your marketing department, spend, vendors, attorney participation, and BD reporting.
02
AlignWe present findings to firm leadership and agree on the highest-priority gaps. You decide what to address and in what order.
03
OptimizeAdvisory and enablement work begins. We measure progress against the specific outcomes identified in the assessment.
