Understand Where Prospective Clients Are Being Lost—and What to Fix First.
Are you spending thousands of dollars every month on marketing without signing enough new clients?
The frustration is not knowing why. Your campaigns may be attracting the wrong prospects, good inquiries may be lost during intake, or consultations may not be turning into signed matters.
KJ Strategy Group follows the whole path from marketing spend through intake and your client intake system (CRM) to signed matters and revenue. You receive a diagnosis supported by the available evidence, so you know what is working, where prospective clients are being lost and what to fix first.
$1,500 USD
Includes: executive summary and findings map · prioritized recommendations · 30-, 60- and 90-day action plan · 60-minute findings call
Imagine Having the Clarity to Move Forward.
Instead of wondering why your marketing investment is not producing enough clients, imagine understanding:
Where prospective clients are being lost
See what your marketing and intake results reveal about the problem.
Which changes to tackle first
Understand the changes that deserve your attention and why they matter.
Where to focus your budget and effort
Set priorities for the next 90 days with a practical plan for your team.
Three Core Areas. One Connected View.
We review the full path from first interaction to signed matter to locate the gaps in marketing, intake and business outcomes.
Marketing & Lead Generation
We review channels, campaign settings and results, practice-area and geographic targeting, lead quality, and the website paths to calls, chats and forms. We also consider awareness channels before a prospect is ready to contact a lawyer.
Intake & Response
We sample calls and inquiries for missed opportunities, slow responses, inconsistent follow-up and consultations scheduled too far out. We check whether each lead reaches the CRM and has a clear next action.
Signed Clients & Revenue
We trace qualified leads, consultations, signed clients and revenue to their sources using tracking and CRM records. We look for gaps in post-consultation follow-up, referral conversion and matter-level revenue visibility, and identify what data is still needed.
THE FULL CLIENT JOURNEY
From first interaction to signed matter and revenue.
We trace each handoff and check whether source data stays connected to qualified leads, signed clients and revenue.
Marketing
- Campaigns and referral sources
- Website or landing page visit
Inquiry
- Call, form or chat
- Lead recorded in the CRM with source details
Intake
- Response and qualification
- Consultation and prompt follow-up
Business outcome
- Signed matter and case value
- Revenue connected back to its source
Clear Findings. A Plan for What’s Next.
Executive Summary & Findings Map
An evidence-based diagnosis with data limitations and a map of where inquiries or information are lost.
Prioritized Recommendations
The highest-priority opportunities to improve client acquisition, with supporting evidence.
30-, 60- & 90-Day Action Plan
Suggested owners and measures of progress for the fixes that matter most.
60-Minute Findings Call
A walkthrough of the report and decisions with your leadership team.
Is This Right for Your Firm?
- Spending at least $5,000 per month on marketing but not signing enough clients.
- Already running campaigns through an agency or in-house without the desired results.
- Unsure where their best leads are coming from.
- Hearing that marketing is performing while the cause of low client volume remains unclear.
This Is Not Right for You If
- Your firm spends less than $5,000 per month on marketing.
- You do not have, and are not willing to invest in a CRM or intake solution.
- Your team is unwilling to act if the findings reveal an internal problem.
Law Firm Client Acquisition Audit
A fixed-fee diagnosis of where your firm is losing prospective clients and what to address first.
The report is typically delivered within 3 weeks after kickoff and receipt of the agreed information and access. Campaign changes, website work, technical implementation and ongoing management can be scoped separately. Findings depend on the quality and availability of the firm’s data.
Common Questions About the Audit
What to expect from the review, the findings and the next steps.
What does the audit examine?
We review your primary marketing channels and campaigns, key website conversion paths, a sample of intake calls or inquiries, tracking, and the flow of leads and outcomes through your CRM. We confirm the agreed scope before work begins.
How do you determine where the problem is?
We compare inquiry quality and sources with response and follow-up, consultations, signed matters and revenue where reliable data exists. The report distinguishes evidence from gaps that need further measurement.
What if our tracking or CRM data is incomplete?
That becomes a finding. We use the reliable information available, explain what cannot be concluded and identify the tracking or process changes needed for better decisions.
Will you make campaign or CRM changes during the audit?
The $1,500 engagement is diagnostic. Campaign changes, website work, technical implementation and ongoing management can be scoped separately.
How long does the audit take?
The report is typically delivered within 3 weeks after kickoff and receipt of the agreed information and access.
Who should attend the findings call?
A firm leader who can make growth decisions, along with the people responsible for marketing and intake, will get the most from the 60-minute walkthrough.