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Digital Growth Partnership Proposal for Claveran Law
Welcome back. We're excited to partner with you again as you scale Claveran Law to new heights. This comprehensive digital transformation proposal is designed specifically for your firm's unique needs—combining cutting-edge automation, strategic lead generation, and reputation management to deliver measurable results. Our approach goes beyond traditional marketing to create a complete ecosystem that attracts, qualifies, and converts your ideal clients while protecting and enhancing your five-star reputation.
Strategic Website Redesign: Your Digital Foundation
Modern, Conversion-Focused Design
Your new website will serve as the cornerstone of your digital presence—a sophisticated, mobile-responsive platform designed to convert visitors into qualified leads. We'll implement strategic user experience design that guides potential clients through a carefully crafted journey, from initial awareness to booking consultation.
The redesign includes optimized page architecture, compelling copywriting that speaks directly to your ideal client's pain points, and clear calls-to-action strategically placed throughout. Every element will be purpose-built to establish trust, demonstrate expertise, and drive conversions.
  • Mobile-first responsive design for seamless experience across all devices
  • Strategic content architecture highlighting your unique value proposition
  • Fast-loading, SEO-optimized pages for maximum search visibility
  • Accessibility compliance ensuring your message reaches everyone
7 High-Converting Video Ads
Strategic Messaging
Each video ad crafted to address specific pain points and client concerns, positioned for maximum impact across Meta and Instagram platforms.
Audience Targeting
Precision targeting to reach your ideal clients based on demographics, behaviors, and specific legal needs in your service area.
Performance Optimization
Continuous A/B testing and refinement to maximize engagement, click-through rates, and qualified lead generation.
Our video ad suite will include a strategic mix of content types: brand awareness videos that establish your authority, testimonial-style ads featuring client success stories, educational content addressing common legal questions, and direct response ads with compelling calls-to-action. Each video is designed for optimal performance on Meta and Instagram, with platform-specific formatting, captioning for sound-off viewing, and hook-driven first three seconds to stop the scroll. We'll produce multiple variations to test different messaging angles, ensuring we identify and scale the highest-performing creative assets.
Intelligent Lead Funnel with Qualification Logic
Capture
High-converting landing page designed to capture qualified leads from video ad traffic
Qualify
Smart qualification questions identify ideal clients versus those outside your wheelhouse
Route
Qualified leads book directly to your calendar; others receive helpful alternatives
Qualified Lead Path
Ideal clients who match your practice criteria will experience a seamless booking flow. They'll be guided through a streamlined calendar integration that allows them to select convenient consultation times based on your real-time availability. Automated confirmation emails and SMS reminders ensure high show-up rates, while pre-consultation intake forms gather essential information so you're fully prepared for each meeting.
Alternative Solutions Path
Leads outside your ideal client profile won't simply hit a dead end. Instead, they'll receive genuinely helpful alternatives: access to DIY resources and guides for simpler matters, referrals to trusted partner attorneys who specialize in their needs, or carefully selected affiliate links to relevant services. This approach builds goodwill and may generate referral revenue while protecting your time.
Social Media Transformation
1
Profile Optimization Refresh
Complete overhaul of your social media presence across all platforms—professional branded graphics, compelling bios with strategic keywords, and cohesive visual identity that immediately communicates credibility and expertise.
2
Strategic Content Management
Ongoing social media management with a content calendar designed to educate, engage, and convert. We'll create and schedule platform-specific posts, respond to comments and messages, and foster community engagement that builds your reputation as a trusted legal resource.
3
Meta Ads Management
Full-service Meta advertising campaign management including audience research, ad creative development, budget optimization, performance tracking, and continuous refinement to maximize ROI and lead quality.
Your social media channels will become powerful lead generation and reputation-building tools. Our approach balances educational content that demonstrates your expertise, engagement-focused posts that foster community conversation, and strategic promotional content that drives qualified leads to your funnel. Every post is crafted with platform-specific best practices and optimized for maximum reach and engagement.
AI-Powered Analytics & Intelligence
Real-Time Performance Insights
Knowledge is power, and our AI-powered analytics platform puts comprehensive intelligence at your fingertips. You'll have real-time visibility into website traffic patterns, visitor behavior, conversion funnels, and campaign performance—all presented in intuitive, actionable dashboards.
The system tracks and analyzes every touchpoint in your client journey, from initial ad impression through website visit, lead capture, and conversion. Advanced attribution modeling shows you exactly which marketing channels and campaigns are delivering the highest-quality leads and best ROI.
  • Website traffic analysis with user behavior tracking and heat mapping
  • Lead source attribution across all marketing channels
  • Conversion rate optimization insights and recommendations
  • Predictive analytics to forecast trends and opportunities
  • Custom reporting dashboards tailored to your key metrics
Intercom Communications Hub
Unified Inbox
All client communications—website chat, email, social messages—consolidated in one powerful platform for seamless management and faster response times.
Intelligent Automation
AI-powered chatbot handles common questions instantly, qualifies leads automatically, and routes urgent matters to you immediately—24/7 availability without the overhead.
CRM Integration
Complete client relationship management with conversation history, case notes, and automated workflows that ensure no lead falls through the cracks.
Intercom becomes your central nervous system for all client communications. The platform's sophisticated automation handles routine inquiries, allowing you to focus on high-value conversations while ensuring every prospect receives immediate, helpful responses. The integrated CRM functionality means you'll have complete visibility into every client relationship, with conversation history, engagement data, and automated follow-up workflows that nurture leads and strengthen client relationships.
AI SDR Agent: Your 24/7 Lead Development Team
01
Intelligent Lead Engagement
AI-powered Sales Development Representative handles both inbound and outbound calls with natural conversation, qualifying leads based on your specific criteria
02
Professional Qualification
Asks strategic questions to understand needs, budget, timeline, and case details—ensuring only high-quality prospects reach your calendar
03
Seamless Appointment Booking
Schedules qualified consultations directly to your calendar with automated confirmations and pre-consultation information gathering
04
Comprehensive Handoff
Provides detailed notes and qualification summaries so you're fully prepared for every consultation
This revolutionary AI agent represents a quantum leap in lead development efficiency. It never sleeps, never takes vacation, and handles every call with consistency and professionalism. The system is trained specifically on your practice areas, ideal client profile, and qualification criteria—ensuring it represents your firm perfectly while saving you countless hours of initial screening calls.
The AI SDR doesn't just answer questions; it proactively engages leads with intelligent conversation, builds rapport, addresses concerns, and guides prospects toward booking consultations. For leads that don't qualify, it gracefully provides alternative resources while capturing valuable data for future marketing insights.
Automated Reputation Management System
1
Post-Service Follow-Up
AI agent sends personalized text message to clients: "Are you happy with your experience with Claveran Law? Y/N"
2
Positive Response Path
Clients who respond "Y" are immediately directed to your preferred review platforms (Google, Yelp, Avvo) with a simple one-click process
3
Concern Resolution Path
Clients who respond "N" are routed to your team for immediate personal follow-up to address concerns and make things right
4
Continuous Improvement
System tracks satisfaction trends and flags patterns, ensuring you maintain consistently exceptional service quality
This intelligent reputation management system ensures you're steadily building an unassailable foundation of five-star reviews while identifying and addressing any service issues before they become public problems. Happy clients are guided effortlessly to leave reviews at the moment their satisfaction is highest, while any concerns are caught and resolved privately. The result: a continuously improving online reputation that drives trust and attracts premium clients, combined with valuable feedback that helps you refine your service delivery. Your five-star rating becomes a self-reinforcing asset that compounds over time.
Investment & Next Steps
7
Video Ads
Strategic creative across Meta and Instagram
24/7
AI Agents
Always-on lead qualification and reputation management
100%
Automation
Fully integrated funnel, CRM, and communications hub

Complete Digital Ecosystem Includes:
  • Custom website redesign with conversion optimization
  • 7 high-performing video ad creative assets
  • Intelligent lead funnel with dual-path qualification logic
  • Social media optimization refresh and ongoing management
  • Meta ads campaign management with continuous optimization
  • AI-powered analytics for website and communications
  • Intercom communications hub with CRM integration
  • AI SDR agent for inbound/outbound lead qualification
  • Automated reputation management and review generation system
Implementation Timeline
We'll execute this comprehensive transformation in strategic phases over 90 days, ensuring each component is properly integrated and optimized before moving to the next. You'll see measurable results at each milestone, with qualified leads flowing and automation working seamlessly.
Add $200k+ new revenue in 2026
Let's map out your customized implementation plan (on the next page). Together, we'll build a lead generation and client acquisition machine that scales your practice exponentially.
Phase 1: First 3-months
Our flexible pricing models are designed to align with your firm's growth objectives, from foundational digital presence to advanced AI-powered lead generation. We offer tiered packages to ensure you receive maximum value and a clear return on investment. Below is a general overview of our offerings.
Foundation Builder
Establishes a robust digital presence.
  • 6 Short Video Ads + 1 Long Video by LC ($2000)
  • Intelligent Lead Funnel Ad Setup & Management ($2500)
  • Social Media Optimization ($1500 +$1500/mo)
Total cost = $6000 one-time + 2 months x $1500/mo
Total 3-month investment = $9,000
What to expect: 30 or more new qualified leads booked for meetings.
Real Case Scenario: $3500 per customer x 10 new bookings (33% qualified booking to be a customer) = $35,000
Each package is customizable, allowing us to tailor solutions that perfectly fit your unique needs and budget. We recommend a personalized consultation to determine the ideal strategy for your firm and provide a detailed quote.
Phase 2: 4-6 months
Building on the strong foundation from Phase 1, we'll now focus on sustained growth and customer acquisition. This phase maintains momentum while optimizing performance based on real data from your initial campaigns.
Foundation Growth
Continue to acquire new customers and strengthen the foundation.
  • Strategic Website Redesign ($2500 design + $1500/mo)
  • Social Media Marketing ($1500/mo)
Monthly cost = $4000 one-time + 2 months x $3000/mo
Total 3-month investment = $10,000
What to expect: 36 or more new qualified leads booked for meeting.
Real Case Scenario: $3500 per customer x 12 new bookings (33% qualified booking to be a customer) = $42,000
Each package is customizable, allowing us to tailor solutions that perfectly fit your unique needs and budget. We recommend a personalized consultation to determine the ideal strategy for your firm and provide a detailed quote.
Phase 3: 7-9 months
Now that you're generating a sustainable pipeline of qualified leads turning into customers, it's time to ramp up. This phase adds advanced automation and intelligence systems to accelerate your growth and maximize efficiency.
Growth Accelerator
Accelerates lead flow and market reach.
  • All Foundation Features
  • Email Marketing Automations ($3000 +1200/mo)
  • AI-Powered Analytics ($500 setup +$300/mo)
  • Intercom Communications Hub (Setup $500 setup +$500/mo +usage fees)
Total cost = $4,000 one-time + 2 months x $5000 /mo*
Total 3-month investment = $14,000
(* includes Foundation + Growth)
What to expect: 42 or more new qualified leads booked for meeting.
Real Case Scenario: $3500 per customer x 14 new bookings (33% qualified booking to be a customer) = $49,000
Each package is customizable, allowing us to tailor solutions that perfectly fit your unique needs and budget. We recommend a personalized consultation to determine the ideal strategy for your firm and provide a detailed quote.
Phase 4: 10-12 months
After the ramp up, you're seeing month-over-month growth and ready to fully automate your outreach and customer reviews. This final phase transforms your firm into a lead generation machine with complete automation and intelligence.
Elite Lead Machine
Full-scale automation for maximum efficiency.
  • All Growth Accelerator Features
  • AI SDR - Voice Sales Agent (24/7) ($1500 setup +$500/mo)
  • Automated Positive Review System ($1500 setup + $500/mo)
Total cost = $3,000 one-time + 2 months x $6000 /mo*
Total 3-month investment = $15,000
(* includes Foundation + Growth + Leads)
What to expect: 48 or more new qualified leads booked for meeting.
Real Case Scenario: $3500 per customer x 16 new bookings (33% qualified booking to be a customer) = $56,000
Each package is customizable, allowing us to tailor solutions that perfectly fit your unique needs and budget. We recommend a personalized consultation to determine the ideal strategy for your firm and provide a detailed quote.
Estimated Timeline
Our comprehensive digital transformation will unfold in strategic phases over a 12-week period, ensuring seamless integration and optimal performance at each step. This phased approach allows for continuous refinement and measurable progress, keeping your firm agile and efficient.
1
Weeks 1-2: Discovery & Strategy
In-depth onboarding, detailed strategy mapping, comprehensive website audit, and initial platform setup for a strong foundation.
2
Weeks 3-6: Core Infrastructure Build
Implementation of the website redesign, production of high-converting video ads, and foundational social media optimization.
3
Months 7-9: Automation & Integration
Development of the intelligent lead funnel, AI SDR agent deployment, Intercom communications hub integration, and analytics configuration.
4
Months 10-12: Launch & Optimization
Activation of the automated reputation management system, full ad campaign launch, and continuous performance monitoring for maximum impact.
Each phase is designed to build upon the last, culminating in a fully integrated and high-performing digital ecosystem tailored for Claveran Law.