Turn business owners into succession planning clients
A complete client acquisition system that educates business owners, builds trust over time, and delivers consultation-ready prospects to your calendar.
Business succession clients don't come from Google searches
Business owners don't wake up thinking "I need a succession planning attorney today." This is a considered decision that develops over months—sometimes years—of growing awareness.
Traditional marketing fails because it targets people who aren't ready. Referrals are inconsistent. And you don't have time to build elaborate nurture systems while running a practice.
You need a way to reach business owners before they're ready to hire, educate them on what they don't know, and stay top-of-mind until that moment arrives.
- Referrals are unpredictable—feast or famine month to month
- Networking takes time you'd rather spend on billable work
- Generic marketing doesn't fit the long consideration cycle
- Building your own nurture system would take months
- Compliance concerns make marketing feel risky
Education-first client acquisition that respects the decision process
A white-label system that positions you as the trusted authority while doing the heavy lifting of relationship building.
16-Video Course
Comprehensive succession planning education branded to you. Business owners consume valuable content while seeing you as the expert who created it.
44-Email Nurture
A year-long sequence that builds relationship and trust through educational touchpoints—not sales pressure. Automated and hands-off.
Booking System
When business owners are ready to talk, they book directly to your calendar. Qualified, educated prospects—not cold leads.
Three steps to predictable client acquisition
We handle the system. You handle the consultations.
Attract
Business owners discover your educational content through targeted campaigns and start learning about succession planning.
Educate
Over weeks and months, they consume your course and receive value-driven emails that build trust and establish your expertise.
Convert
When they're ready to take action, they already know and trust you. They book a consultation as warm, informed prospects.
Everything you need, nothing you don't
A complete, turnkey system deployed under your brand. No technical skills required.
16-Module Video Course
Professionally produced succession planning education covering valuation, tax strategies, exit options, and implementation timelines.
44-Email Nurture Sequence
A full year of automated, educational emails that keep you top-of-mind without being pushy. Written specifically for this audience.
SMS Touchpoints
Strategic text message sequences for appointment reminders and high-impact moments. TCPA-compliant with proper opt-in flows.
Booking & Calendar Integration
Prospects book directly to your calendar when they're ready. No back-and-forth scheduling emails.
Compliance Documentation
Attorney advertising-safe copy, proper disclaimers, TCPA/CAN-SPAM compliance, and data processing agreements included.
Landing Pages & Forms
High-converting pages that capture leads and deliver the course. Branded to your firm with your contact information.
Built for attorneys who want predictable growth
This isn't for everyone. It's specifically designed for succession planning attorneys who are ready to invest in a systematic approach to client development.
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Business succession planning focus Estate planning, exit strategies, ownership transitions
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Solo or small firm practice Where you control marketing decisions and budget
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Long-term mindset Understanding that relationship-building takes time
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Ready to invest in growth Budget for marketing that reflects the value of clients
"We're just getting started—client stories will appear here as they come in."
Early adopter opportunities available
Ready to build a predictable pipeline?
Let's discuss whether ClientLake is the right fit for your practice. No pressure, no obligation—just a straightforward conversation about your goals.
30 minutes • No cost • Video or phone