No hype, no jargon. Just clear thinking on getting found, capturing every enquiry, and building a firm that grows without a marketing team.
The calm, practical version. The handful of boring, valuable jobs AI does for a firm right now. From answering enquiries to getting found by AI search. And where it has no business being involved.
When a business owner asks an AI for an accountant, is your firm named? The three signals AI weighs, the four factors that get you cited, and how to check where you stand.
When a client asks an AI for a lawyer, is your firm named? What gets a law firm cited, inside the advertising rules, and how to check where you stand.
When someone asks an AI for a financial adviser, is your practice named? What gets a practice cited, inside s923A and the testimonial rules.
When a buyer asks an AI for a managed IT provider, is your firm named? The evidence AI cites is the same evidence switchers look for.
There is no magic percentage. Work back from what a client is worth to your firm and how well you convert. A clear way to set an accounting firm's marketing budget.
There is no magic percentage. Work back from what a client is worth and how well you turn enquiries into instructions. A clear way to set a law firm's marketing budget.
There is no magic percentage. Work back from what a client is worth over the years you advise them and how well you convert. A clear way to set an advice practice's marketing budget.
There is no magic percentage. Work back from what a client is worth over the life of the contract and how well you convert. A clear way to set a managed IT firm's marketing budget.
There is no magic percentage. Work back from what a client is worth to your firm and how well you convert. The clear way for any professional services firm to set its marketing budget.
The real question is not cost. It is capability, speed and who owns the system at the end. How to decide between an agency, in-house, or a system you own.
Sometimes yes, sometimes no. Ads work only when people search for what you do, a client is worth the click, and your page and follow-up convert.
For some practice areas, very well; for others, barely. It depends on the matter clients search for and three of your own numbers.
They can, in a supporting role. Advice is chosen on trust and referral, so ads reach only part of your market.
Often yes, with a catch. Managed IT has real search demand, so the deciding factor is converting a slow decision, not clicks.
Sometimes yes, sometimes no. Ads work only when people search for what you do, a client is worth the click, and your page and follow-up convert. The honest test, by profession.
Retention is the cheapest growth you have. Keep clients longer with a system: measure satisfaction on a schedule, then act on it with real account management.
Accounting clients drift away in the silence between jobs. Keep them by measuring satisfaction on a schedule and being useful in the gaps, not just at tax time.
Ongoing advice is a subscription in all but name, so retention is the model. Make the value visible through the year and measure satisfaction before the annual review, not at it.
Managed IT is invisible when it works, and invisibility is where churn starts. Measure satisfaction between incidents and make routine value visible before renewal.
For law, the asset is reputation, not retention. Solve matters well, manage how clients perceive value, and measure how they felt, and repeat work and referrals follow.
Most firms grow on word of mouth by luck. Do it with a system: ask every client the same way, make referring easy, and keep it genuine under APES 110.
Mostly no: testimonials about advice are presumed misleading and paid ones are prohibited. What advisers can do instead to earn recommendation.
Business buyers switch on proof. Ask every client the same way, turn results into named case studies, and keep every claim accurate.
A notetaker exposed 181,874 meeting records through one missing database rule, with every compliance badge intact. Why the lesson is not build versus buy, and the question to ask this week.
I build lead systems for a living. When I checked my own, six endpoints would have let a stranger send email as me. What that says about building your own, and why the floor keeps rising.
No, and in 2018 it cost Meriton $3 million. Where the line actually sits, why doing it by hand is worse rather than safer, and the three moves that work without filtering anyone.
Most firms don't need more leads. They need to stop losing the ones they already have. The five places enquiries disappear, the maths of what it costs, and where to start fixing it.
Your next client might ask ChatGPT for a recommendation instead of Googling. If your firm doesn't come up, you're invisible. Here is how generative engine optimisation works and what to do about it.
From invisible online to the builder ChatGPT recommends first. How I rebuilt Norde Homes' online presence around generative engine optimisation, and the leads it now pulls every week.
Practical thinking on AI, automation and growth for firms. No spam, just useful.
Double opt-in: you get a confirmation link by email. Unsubscribe any time. Your details are never shareds.The diagnostic takes a few minutes. It shows you exactly where you are losing clients, and what to fix first.