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Professional services marketing · Programs tied to qualified consults

Professional services marketing built for qualified consults.

For law firms, accounting practices, consulting shops, and advisory firms that have outgrown referrals. You get a senior team running your site, paid media, SEO, and lifecycle as one program tied to qualified consults and signed engagements. No content mills. No vanity dashboards. The numbers in your monthly review are the numbers your partners read in the board meeting.

44+
Professional services firms served
$62M+
Influenced engagement value YTD
3.1×
Avg lift in qualified consults · 12-mo programs
$48K
Avg client LTV across active accounts
+44 consults
trailing 60d
// professional-services.dashboard · q3
Live
Qualified consultations
68
+24 vs Q2
Cost per lead
$182
−$84 vs Q2
Close rate
34%
+6pp vs Q2
Lifetime value
$48K
+$8K vs Q2
Funnel by stageQ3 2026 · live
Site visits48K
Form fills4,320
Qualified1,814
Consults218
Engagements68
CPL down 38%
Q3 vs Q2
Working with professional services firms across law, accounting, consulting, and advisory
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The professional services marketing problem

Most marketing for professional services
is theatre.

Every firm we meet has heard the same pitch. More traffic. More leads. More content. The reports keep going up and the consult calendar stays the same. Three patterns show up in nearly every mid-stage professional services account that joins us, and all three are fixable inside a quarter once you see them clearly.

01 · TRAFFIC THEATRE

Traffic up, pipeline flat.

You pay for clicks. You rank for keywords. Your sales team still says the calendar is light. The problem is not volume. Nothing upstream is calibrated to the buyer who actually signs an engagement, so every channel ships a different profile into the funnel and the numbers cancel each other out.

Signal: high lead volume, low qualified-consult rate
02 · THE SEGMENT BLINDSPOT

You don't know which practice area is paying you back.

Your payback report shows one number. Under the surface, two practice areas are wildly profitable, two are barely breakeven, and one is actively eating your margin. Without segment-level attribution, every spend decision is a guess and every quarterly review turns into a debate over whose channel deserves the credit.

Signal: inconsistent close rates by practice area
03 · THE HANDOFF GAP

Your best consults are walking out the back door.

A qualified lead hits your CRM, sits for three days, and gets the same generic sequence as a cold inbound. Your highest-intent prospects are getting the lowest-effort treatment, and the deals you should be winning are going to the firm that called them first. Lifecycle automation stops being optional at this stage.

Signal: qualified-to-close rate slipping every quarter
Our methodology · Tuned for professional services marketing

Four stages between
audit and outcome.

The same system we run for every client, recalibrated for the unit economics of a professional services firm. Each stage produces a measurable artifact your team can defend in a partner meeting. No discovery decks. No sixty-day strategy phases that ship a PDF and a thank-you note.

1

Audit

A 14-day forensic on your funnel. We segment your ICP by practice area, map channel-level CAC, trace qualified-consult paths, and tie attribution back to signed engagements. You see where the firm actually wins and where the spend is leaking before we touch a single campaign.

Output: segmented payback report
2

Position

We sharpen the message for the practice area paying you back. New positioning, page narratives, ad creative, and lifecycle sequences built around the buyer funding the firm right now, not the buyer your site was written for three years ago when you were a different shop.

Output: positioning brief + brand kit
3

Build

We rebuild what is leaking. The site, conversion paths, paid funnels, SEO content, and lifecycle automation. Everything wired into one source of truth so attribution stops being a Monday morning debate and the dashboard tells the same story across every channel.

Output: shipped funnel + dashboard
4

Scale

A monthly retainer that compounds. Paid scale-up, SEO content velocity, lifecycle expansion, and quarterly attribution reviews tied to your board metrics, not ours. The dashboard you ship to partners is the dashboard the program team runs on every day.

Output: monthly outcome reports
Four services · One accountable team

Every lever
that moves professional services outcomes.

Four services professional services firms hire us for. We run them as one connected program, not four invoices from four agencies. Your site, paid funnels, SEO, and ongoing maintenance share one attribution model and one senior strategist who owns the outcome end to end.

How we differ

Most professional services marketing firms
do not operate this way.

The unsexy operational details that decide whether your retainer pays back. Worth comparing before you sign anywhere, including with us. If a row makes you uncomfortable, that is the row to bring up on the strategy call.

Typical marketing agency for professional services
In-house team
Redefine Web
Attribution modelHow they tell you what is working
Last-click in GA
Whatever HubSpot shows by default
Multi-touch tied to signed engagements by segment
Reporting cadenceHow often you see real numbers
Monthly slide deck
Quarterly board prep
Live dashboard + monthly review
Strategy seniorityWho actually runs your account
Junior account manager
Whoever is free this quarter
Senior strategist + named pod, no rotation
Team coverageAcross web, paid, SEO, lifecycle
One specialty, white-label the rest
Hire 4+ specialists
All four under one accountable team
Onboarding rampTime from signed to shipping
60 to 90 day "discovery"
3 to 6 months hiring
14-day audit, 30 days to first ship
Contract structureLock-in and flexibility
12-month minimum, opaque scope
Salaries + benefits
3-month minimum, scope rebid quarterly
Annual cost
$120K to $240K
$420K to $680K loaded
$84K to $192K typical retainer
Common questions

Things professional services teams
ask before signing.

Eight questions we field most often on first calls with managing partners, marketing leads, and growth operators at professional services firms. If something here is not covered, the strategy call is the right place to get into it.

What does a professional services marketing retainer typically cost?
Most growth-stage professional services retainers run $7,000 to $16,000 per month depending on scope. That covers a senior strategist, paid media management across two or three channels, an SEO content program built around practice-area authority, lifecycle automation inside your CRM, and a live attribution dashboard. We rebid scope every quarter, so you only ever pay for what is moving the consult number.
How fast does the program pay back?
Median payback across active professional services accounts sits between 9 and 14 months. The first 90 days are typically rebuild work. Audit, segmentation, attribution, and site fixes. By month nine, the median client has produced enough attributed pipeline or signed engagement value to fund the retainer multiple times over. You will see that number openly on the strategy call before anything is signed.
Do you work with smaller firms or smaller budgets?
Selectively. The work pays off best with firms that already have product-market fit, a defined ICP, and a working go-to-market motion. Below that point, the value of a full-funnel program is honestly lower than hiring a strong in-house marketer or a single channel specialist. We will tell you on the call if that is where you sit, even if it costs us the deal.
What CRMs and tech stacks do you work in?
Mostly HubSpot, where we are a Diamond Solutions Partner. Plus Salesforce, Marketo, and Klaviyo on the lifecycle side. We do not recommend a stack change unless your current setup is actively breaking attribution. Most firms keep what they have, and we instrument it properly so the numbers stop disagreeing across systems by the end of the first month.
How do you actually attribute outcomes?
We instrument multi-touch attribution on the marketing side and tie every touch back to the closed-won record inside your CRM. Every monthly review includes a per-channel and per-segment view from pipeline to revenue. We use linear and time-decay models, not last-click, and we walk you through the math any time you want to challenge it.
Will you work alongside our in-house marketing team?
Almost always. About 78% of clients have at least one in-house marketer. We typically run as the senior strategy and execution bench while your in-house team owns brand, internal comms, and product marketing. We are explicit about RACI in the kickoff, so nobody is guessing who owns what by the end of week two.
What is the contract term and how do exits work?
Three-month minimum, then month-to-month with 30 days notice. We rebid scope every quarter, so you are never locked into a contract that no longer fits the firm. About 14% of clients leave before the 12-month mark, usually because they have hired an in-house team to run what we built. We see that as a win, not a churn event.
Where are you based and how do you work with remote firms?
Headquartered in NYC at 169 Madison Ave. About 60% of clients sit outside New York. We run on Slack plus monthly in-person or video reviews, with quarterly strategy sessions on-site for firms that want them. Senior strategy work always stays with senior team members, so you never end up with a junior account manager on day 60.
Three ways forward

Stop reporting on traffic. Start reporting on signed engagements.

On the strategy call you speak with a senior strategist, not a sales rep. The 45 minutes cover your funnel, your two strongest practice areas, the gaps we see in your current programs, and a working theory of where your next ten qualified consults could come from. You leave with a written next-step roadmap whether you ever hire us or not. Pick the path that fits where the firm sits right now.