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Documented Marketing Strategy
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How to Create a Documented Marketing Strategy for Your Law Firm

A solid marketing strategy is essential for any law firm looking to grow its client base and achieve sustained success. Without a clear plan, it’s easy to miss opportunities, waste valuable resources, and fail to meet your firm’s goals. By creating a documented marketing strategy, your law firm can outline clear objectives, stay on track, and adjust tactics for better results. Here’s a step-by-step guide to building an effective, results-driven marketing strategy like the kind that we create a Marketing Boss. Key Components of a Marketing Strategy A documented marketing strategy provides structure and direction. Here are the essential elements that will keep your efforts focused and effective. 1. Overview of Case Goals by Case Type Every law firm handles a variety of cases, and each case type requires a tailored approach to meet its unique objectives. Setting goals by case type can be as simple as deciding how many cases you would like, per case type at your law firm with a table like this: Case Type Monthly Goal Quarterly Goal Annual Goal Personal Injury – MVA 100 300 900 Personal Injury – Slip & Fall 30 90 360 As you set these goals, take into consideration what you have been able to sign up historically. Your historical data can serve as a baseline so that as you increase or modify your marketing efforts you can track what works.  Once you have these case sign up goals you can explore setting marketing goals accordingly.  Here’s how to set clear, measurable marketing goals for common case types: Personal Injury: Focus on generating leads quickly since cases are often time-sensitive. A goal here might be increasing online inquiries by 25% in the next quarter. Family Law: Prioritize brand trust and visibility. For example, aim to improve organic search rankings for key terms like “family lawyer near me.” Corporate Law: Build long-term client relationships. Set goals for securing contracts with a set number of new business clients annually. When defining goals, align them with your firm’s larger objectives, such as increasing revenue, improving client satisfaction, or expanding practice areas. Ensure these targets are measurable, so you can assess progress along the way. 2. Messaging Strategy Your messaging strategy should align with the goals set for each case type. The right message will resonate with your target audience and inspire action. Here’s how to craft an effective messaging framework: Identify Pain Points: What legal challenges does your audience face? For example, a personal injury client may be seeking fast and fair compensation, while a corporate client may need proactive risk management services. Refine Your Unique Value Proposition (UVP): Highlight specific benefits that set your law firm apart, such as a track record of winning tough cases or offering transparent pricing. Tone and Voice: Use language that matches the emotional and professional needs of your audience. For instance, adopt a compassionate tone for family law clients and a more authoritative one for corporate clients. Ensure all marketing content, from your website to social media posts, reinforces this messaging. 3. Marketing Channels and Best Practices An effective marketing strategy requires the right mix of channels. Here’s a breakdown of the most impactful platforms for law firms that you can incorporate a part of your documented strategy: Search Engine Optimization (SEO): Optimize your website with keywords like “best personal injury lawyer in [city]” or “affordable divorce attorney.” Publish helpful blog content answering common legal questions to boost rankings. Pay-Per-Click (PPC) Advertising: Run targeted Google Ads campaigns for high-intent search terms, such as “hire criminal defense attorney.” Social Media: Use platforms like LinkedIn for corporate law and Facebook or Instagram for family and personal law. Share case studies, client testimonials, and quick legal tips to engage your audience. Email Marketing: Send targeted newsletters to nurture leads. For instance, you can share updates on legal changes that might impact existing or potential clients. Pro Tip: Use a marketing calendar to plan and diversify your campaigns while ensuring consistency. 4. Customer Service and Sales Strategy An often-overlooked component of marketing for law firms is the integration of customer service and sales into your strategy. Start with a robust attribution system to track which channels are generating leads. Knowing whether a website inquiry came from a Google Ad or an SEO blog post allows you to identify which efforts are driving results and ensures team accountability. From there, focus on developing an effective customer service strategy to convert those leads into clients. Train your team to respond promptly and professionally, answering questions and guiding potential clients through the decision-making process. Once you create a seamless link between marketing campaigns and client conversion efforts, your firm will see better returns on investment and stronger client relationships.  Tracking KPIs to Achieve Sales Goals Tracking the right metrics is crucial for evaluating the success of your marketing efforts. For law firms, the following KPIs should be at the top of your list: Lead Conversion Rate: Measure the percentage of website visitors or ad interactions that turn into inquiries or consultations. Website Traffic: Monitor the volume of visitors to your website and which pages are performing best. Client Acquisition Cost (CAC): Calculate how much you’re spending to attract each new client and find ways to improve efficiency. Engagement Metrics: Track email open rates, social media engagement, and session duration on your website to gauge audience interest. Automated reporting tools can make tracking these KPIs seamless, enabling you to make data-driven decisions that improve ROI and bring you closer to achieving your sales goals. Here is an example of how you can track KPIs per channel. The example below is for a website but you should do this by each marketing channel.   Jan Feb  March April May  June July Sessions               Average Session Duration               Engagement Rate               Chats               Forms               Calls

Maximize Your Marketing ROI
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Maximize Your Marketing ROI with Tracking Numbers and CallRail

When it comes to marketing, understanding what works and what doesn’t can help make your marketing and sales result more predictable. But how do you pinpoint the campaigns, platforms, or even messaging that drive real results? You can use tracking numbers! I want to encourage you to get familiar with what they are and how to use them.  What Are Tracking Numbers? Tracking numbers are unique phone numbers assigned to specific marketing campaigns, channels, or even individual ads. When a customer calls a tracking number, you can trace it back to the campaign that prompted the call. This allows you to connect the dots between your marketing spend and the leads it’s generating. For example you can create a tracking number for your print ads or for specific campaigns so you can track exactly how many calls you got and when you got them for each of the campaigns.  These numbers can be forwarded to any line you prefer, whether it’s your main office number, a department-specific line, or even a cell phone. This ensures that no matter where you or your team members are, you’ll never miss an important lead from any of your tracking numbers. Tracking numbers are critical in today’s data-driven world because they provide insights that go beyond simple metrics like web traffic or email clicks. They show the actual impact of your efforts, helping you make decisions based on facts—not guesswork. I Know What you Are Thinking but Here’s Why You Should Use Call Tracking Anyway Let’s address the elephant in the room. Some business owners shy away from using tracking numbers because they’re terrified customers won’t memorize their “real” number, and somehow that will lead to lost opportunities. Here’s what I have to say about that: nobody really memorizes phone numbers anymore. Seriously, when was the last time you committed a phone number to memory? Probably back in the flip phone days. These days, people click on ads, call directly, and forget the number as soon as they hang up. That’s just how it works now, and tracking numbers aren’t going to change that. If anything, they help your business by letting you track what’s bringing in the calls in the first place. Still worried about call tracking confusion?  Here’s the fix. After someone becomes your customer, give them your dedicated business number to use from then on. Tell them it’s your VIP customer line and ask them to delete the tracking number and replace it for this new one in their contacts. Problem solved. They’ll always have a way to reach you directly, and you’ll still get all the juicy insights from tracking numbers to grow your business. So don’t overthink it. Tracking numbers doesn’t hurt your business; they empower it.  Call tracking tools take the concept of tracking numbers to the next level by offering robust features to monitor, analyze, and optimize inbound calls.  Call Tracking Platforms vs. VOIP Providers There are many call tracking platforms out there so picking one can be confusing, especially since there are also VOIP providers. Here’s something many business owners overlook: call tracking platforms and VOIP providers aren’t the same thing. Sure, both involve phone communication, but their functions are completely different. Trying to compare them would be like comparing apples to oranges. VOIP (Voice Over Internet Protocol) providers are designed to handle the how of calls. They focus on transmitting voice calls through the internet instead of traditional phone lines. They’re essential for modern, cost-effective communication, especially for businesses with remote teams or call centers. Call tracking platforms, on the other hand, aren’t focused on the calls themselves—but the data behind them. Tools like CallRail give you insights into why someone called, where they came from (like an ad campaign, website, or social media post), and even what was discussed during the call. This information is pure gold for refining your marketing strategy and doubling down on what actually works. Maybe you need CallRail? Do you need both a VOP and a Call Tracking platform? Sometimes, yes. A VOIP provider handles the logistics of making and receiving calls, while a call tracking platform handles how you analyze and optimize them. But there’s also a good chance that CallRail could cover your needs entirely. With its robust features like call recording, transcriptions, tracking, and detailed reporting, many businesses find they don’t need an additional VOIP service at all. The bottom line? It’s not an either/or situation. Think about your business goals and communication setup, and prioritize accordingly. But when it comes to maximizing your marketing efforts, CallRail is in a league of its own. The Benefits of CallRail All-in-One TrackingCallRail doesn’t just focus on numbers. It pairs call tracking with form tracking, giving you a complete picture of how leads come in through different touchpoints. Whether a potential customer clicks “Submit” on your website form or calls your team, you can track it all in a single dashboard. Enhanced Lead InsightsWith features like call recording and transcribing, CallRail provides valuable context about customer interactions. Imagine listening to real customer calls, or better yet, reading a transcript to identify recurring pain points and opportunities for better service. Detailed ReportingMetrics matter, but detailed insights matter more. CallRail delivers comprehensive reports that showcase lead volume, call duration, conversion rates, and even the specific campaigns driving results. This data makes refining your strategy a no-brainer. Effortless IntegrationCallRail integrates seamlessly with your website and marketing tools, allowing for advanced tracking. For example, you can determine not just Unveiling the Customer Journey with CallRail Ever wonder how someone discovers your business, finds your contact info, and gives you a call? CallRail takes the guesswork out of this process by piecing together the entire customer journey with precision. Here’s how it works. Say a potential customer searches a specific keyword on Google related to your business. CallRail tracks that keyword, showing you exactly what drove the search. From there, if they click on your Google ad or organic link and land on

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