Marketing and intake alignment
Evaluate acquisition quality and handling together, then lead the appropriate strategy, process or vendor correction.
How we help
Get the changes made.
Give more good cases a path to yes.
We lead the work across marketing, intake and follow-up so the plan becomes part of how your firm operates.
Initial engagement
Growth Implementation
Typically planned over 90 days, with scope and timing agreed around the actual initiative.
We start with a defined business problem: qualified inquiries going cold, inconsistent intake, unclear marketing results or an initiative your team cannot get implemented. Then we lead the agreed work to address it.
Already invested in consulting, training or a growth plan? We review what you have and build on the parts that make sense. Your engagement includes implementation leadership, coordination and follow-through.
- A starting point: where opportunities stall and what improvement will look like
- A prioritized action plan: responsibilities, deadlines and decisions needed
- Implementation leadership: coordinating your staff, vendors and specialists
- Training and tested workflows: helping your people use the changes
- Results review and handoff: what improved, what needs attention and who owns the process
Examples of assignments
Start with the issue that matters.
Bilingual intake implementation
Establish workflows, staffing requirements, scoped hiring and training support, follow-up and management visibility.
Hispanic-market growth
Assess readiness and direct an agreed initiative across marketing, Spanish intake and client-service handoffs.
Each engagement is scoped to a defined objective. These examples are not an all-inclusive package.
After implementation
Ongoing Growth Improvement
Keep the improvements from slipping as people, campaigns and priorities change. We review performance, identify the next agreed correction and lead the follow-through with your team and vendors.
- Monthly owner strategy and performance review
- Vendor accountability and intake-quality checks
- Named corrective actions and progress verification
- Quarterly priorities and investment recommendations
Significant new campaigns, staffing initiatives or technology projects receive separate scopes.
Responsibilities
One implementation lead.
The right people doing the work.
SaveMoreCases
Evaluation, strategic direction, execution coordination, issue resolution and verification within the agreed scope.
Your staff and specialists
Campaign operation, technical implementation and frontline work assigned to the appropriate people.
Firm leadership
Business decisions, resources, legal judgments and an internal manager responsible for daily operation.
Questions owners ask
Will this produce more cases?
That is the business objective when the firm has suitable demand and capacity. We agree the goal and baseline, lead the correction and measure performance. We do not guarantee a case or revenue number. Case quality, execution, market conditions and your firm’s capacity affect the result.
We already have an agency. Where do you fit?
We assess whether leadership is missing across marketing and intake. If it is, we coordinate agreed improvements with your agency and team. If your existing people already own the work effectively, an additional engagement may not be necessary.
Do you manage the campaigns or answer the calls?
Daily campaign operation and frontline intake stay with your staff or specialists. We lead strategy, implementation and the agreed performance-improvement work.
How do you know the work is complete?
We test the agreed changes, verify staff adoption and document handoff. Separately, we review whether the business outcome improved, needs adjustment or needs more time to assess.
Your next step
Turn more qualified inquiries into signed clients.
Book a 30-minute call with Augusto. We’ll discuss where opportunities stall, what you’ve already tried, and whether we can help your team fix the problem.
Book a 30-minute call