Your complete client
acquisition engine.
Built once. Pays forever.
We build your firm a done-for-you growth system — video ads, static creatives, conversion tracking, landing pages, CRM, automations, intake scripts and full media buying. You pay a flat fee when a client retains you. No monthly retainer. Ever.
Everything your firm needs.
Nothing you don't.
A complete client acquisition infrastructure built specifically for your estate planning practice — delivered in full, ready to generate clients.
Scripted, edited, and produced video ads tailored to your firm and target audience. Built to stop the scroll and drive qualified enquiries.
Multiple high-converting static ad variants — designed, copywritten, and ready for Meta. A/B tested creative to maximise click-through rates.
Full Meta Conversion API implementation alongside pixel tracking — so every lead, booking, and retained client is accurately attributed and measurable.
We run your paid ads end-to-end. Campaign setup, audience targeting, budget optimisation, and ongoing creative testing — fully managed for you.
High-converting, custom landing pages built specifically for estate planning lead capture. Designed to qualify prospects before they reach your intake.
A multi-step qualification funnel that filters out time-wasters before they reach you — so every prospect who lands in your CRM is pre-screened.
Custom intake forms that capture exactly the information your firm needs to evaluate a prospect — integrated directly into your CRM pipeline.
Your complete CRM configured from scratch — pipelines, lead stages, contact records, and integrations — built around your firm's intake workflow.
Automated follow-up sequences, SMS and email triggers, appointment reminders, and pipeline movement rules — so no lead ever falls through the cracks.
Professionally written scripts for your intake team — initial call scripts, objection handling, follow-up cadences, and consultation close frameworks tailored to estate planning conversations.
Simple. Transparent. Aligned.
Three steps from strategy call to a fully operational client acquisition system generating retained clients for your firm.
After a brief onboarding session, we build everything — video ads, static creatives, landing pages, qualification funnel, CRM, automations, conversion tracking, and intake scripts. Your entire client acquisition infrastructure, delivered in full.
We handle all media buying — campaign setup, audience targeting, creative testing, and ongoing optimisation. Pre-qualified prospects flow directly into your CRM and your intake team works them with the scripts we provide.
No monthly retainer. No performance fees on leads that go nowhere. We invoice a flat $400 fee only when a prospect formally retains your firm. If we don't deliver retained clients, we don't get paid. That's the only model we operate on.
Everything built, configured, and launched for your firm. This is the only upfront cost you will ever pay. No hidden fees, no add-ons, no surprises.
A flat $400 fee triggered only when a prospect formally retains your firm — signs an engagement letter or retainer agreement. No retained client means no fee. Simple.
Real results from real firms
"Within the first two weeks we had three qualified estate planning consultations booked — two of them signed. This is the first time a marketing arrangement has actually made financial sense for our practice."
Ready to build your
growth system?
Book a 30-minute strategy call. We'll walk through your practice, your current client acquisition situation, and show you exactly how the system would work for your firm — no pitch, no pressure.
Pick a time that works for you. No commitment, no pitch — just clarity on whether this works for your firm.