Thank you for requesting a free audit of your marketing spend.

Are you overspending on marketing and ready to start turning those leads into paying clients? Let’s chat!

I hope to have the opportunity to speak with you. If so, we will briefly review what marketing you are doing now, what results you are receiving, and what technology you are using. I will then give you an overview of opportunities you are missing … both to increase incoming calls and convert more of them to clients, and at the same time trim your current spending. These will be proven techniques we have already implemented and that are now working at law firms like yours.

Through our comprehensive cost-saving audit, we recently uncovered more than $14,000 per month in fruitless spending by Orange County probate attorney Phil Lemmons. After implementing our tools and processes, the majority of his leads are now converting to clients and he’s saving thousands of dollars every month.

— Travis Hise, President

Contact me on my cell phone: (714) 369-7356 or

SET AN APPOINTMENT

Leads are great, but if they don’t turn into paying clients, all of that marketing effort is wasted. With automation we enable you to handle an increased volume of leads and clients without adding staff or reducing service. Despite the higher volumes, prospect and client communication will improve.

We can help you to increase incoming calls and convert more of them to clients, and at the same time trim your current spending, 7 ways:

1. Nurture unconverted leads:

  • Produce and brand 100-page book
  • Create shock-and-awe package (postal mailing costs extra)
  • Provide and automate drip series with beefy FAQs and educational pieces

Automation 2. Increase referrals with online reviews:

  • Automate the solicitation and pre-screening of reviews with proprietary software

3. Improve firm’s internal collaboration and integration

  • Migrate to Google Suite
  • Train firm in use

4. Automate administrative tasks:

  • Implement James’ Legal CRM
  • Train and support firm’s staff on use

5. Streamline document assembly:

  • Set up merge fields on selected forms
  • Draft email templates

6. Reduce manual handling of information requests from clients:

  • Set up automated help desk and ticketing system
  • Draft FAQs, articles, notes, and important information
  • Draft canned responses for inquiries with specific keywords
  • Train and support firm’s staff on use

7. Continuously streamline and improve these critical business factors:

  • Lead flow
  • Prospect conversion
  • Document assembly
  • Client communication
  • Firm’s use of best business practices

If you’re ready for more leads, referrals and clients, I would love to chat.

Contact me on my cell phone: (714) 369-7356 or

SCHEDULE YOUR APPOINTMENT NOW