Part 1:
Marketing & Positioning

3 Questions

Have you clearly defined what makes your firm different from competitors? *

Yes, we have a clear, documented unique value proposition (UVP) that all team members can articulate

Somewhat, we know what makes us unique but haven't formally documented it

No, we offer similar services to other firms in our practice area

I'm not sure what our UVP is

How do you communicate your firm's credentials and success metrics? *

They're mentioned somewhere on our website

They're highlighted on our homepage and in marketing materials

We feature them prominently with client testimonials and case studies

We have a comprehensive strategy to demonstrate expertise and results

We don't brag about ourselves or highlight our accomplishments well enough

Which statement best describes your overall marketing approach? *

Marketing is an expense we try to minimize

Marketing is necessary but we're not sure what works best

Marketing is an investment with measurable returns

Marketing is a strategic revenue driver with clear ROI

Part 2:
Lead Generation & Outreach

4 questions

How do you target potential clients who need your services right now *

We run targeted paid ads for high-intent keywords relevant to our practice

We have optimized our website SEO for high-intent search terms

We rely primarily on referrals and word-of-mouth

We don't have a specific strategy for capturing immediate-need clients

What percentage of your marketing focuses on potential clients who aren't actively looking for legal services yet? *

Less than 10% - we focus on immediate needs

10-30% - some educational content but mostly direct response

30-50% - balanced between immediate needs and awareness building

More than 50% - heavy focus on brand building and awareness

We don't really focus on this group at all

How do you optimize your online presence for different search platforms? *

We optimize for Google only

We optimize for Google and have a presence on social media

We don't really optimize for any platforms at the moment

We actively optimize content for various platforms (Google, social media, video)

We have a comprehensive "Search Everywhere" strategy including AI platforms

What type of content do you create to attract potential clients? *

We don't create content at the moment

Direct response ads and website content only

Educational blog content and occasional social media

Thought leadership content, educational resources, and platform-specific content

Comprehensive content across multiple channels (blogs, videos, social)

Part 3:
Lead Handling & Intake

3 Questions

How quickly does your firm respond to new inquiries? *

Within 5 minutes during business hours

Within 1-2 hours

Same business day

Within 24-48 hours

How does your firm currently manage lead intake and follow-up?

Completely manual—phone calls, emails, sticky notes, spreadsheets

Mostly manual, but we use some tools (e.g. Calendly, CRM, intake forms)

Partially automated—some workflows or email sequences are in place

Largely automated—leads are responded to and routed automatically based on criteria

If a new lead contacts your firm at 10pm on a Friday, what happens?

We won’t see it until Monday

Someone might check email or voicemail manually

The lead receives an automated reply or confirmation

Somone is on the phone/email 24/7

Part 4:
Lead Generation

What marketing metrics do you track consistently? *

All metrics from cost per lead to client acquisition cost and ROI

Some basic metrics like website visitors and consultation bookings

We track new clients but don't tie them back to marketing efforts

We don't consistently track marketing metrics

How comfortable are you with AI?

Very comfortable. I write my own prompts and make my own automations.

I use ChatGPT (or other tools) regularly

Little or no use

Calculating score.... Press Next!