Want to know which phase of this playbook your firm is in — and what to build next?
We'll map these 5 phases to your specific firm, practice area, and current revenue and show you exactly where to start.
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3-year ROI on SEO — the only marketing asset that compounds while you sleep
SEO traffic conversion rate vs. 2% for PPC — organic leads close at nearly 4x the rate
Of revenue invested in marketing by $20M firms — up to $400K/month. The jump is exponential for a reason.
WHAT THIS SESSION COVERS
At $2 million in annual PI revenue, most firms are spending up to 12% on marketing — roughly $240K a year — and running one or two channels that are producing most of their cases. At $20 million, that number climbs to 15–25% of revenue, or up to $400K a month. That jump is not linear. It is exponential. And it is not random. The firms that make it from $2M to $20M follow a specific sequence — five phases in a specific order — and the order matters because each phase builds the foundation for the next. Skip phase one and phase two never works. Skip phase two and phase three is wasted money. This is the playbook that we run consistently across the firms in our network that have made the transition to 8 figures and beyond.
This video covers all 5 phases of the $2M to $20M PI marketing playbook — starting with fixing what’s broken before spending another dollar on ads, moving to conversion rate optimization and cost-per-signed-case bidding, building the SEO engine that is the single most important compounding asset separating $2M firms from 8-figure ones, diversifying into CTV, YouTube, and community presence that stops you buying leads and starts generating demand, and finally identifying the gaps in your marketing and partnering with the specialists who close them. The $20M firm cannot do everything in-house. It knows that. And the one gap most PI firms are sitting on — 65 million Hispanic Americans and zero Spanish marketing — is not a niche. It is a gap the size of a continent.
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