***Prices vary by package purchased and will be discussed during discovery call
STARTER PACKAGE – $1,500 per month (new system integration and/or engagement of up to 4 clients per month)
- Weekly Team Meeting – 1 phone call each week: 30 mins(Preparation and prioritization for the upcoming week)
- Email management (check email 1-2 times per day response to emails within 48 hours)
- Calendar management
- One (1) blog creation and posting to the firm website
- New Client workflow creation and systems:
- Prospect/client intake
- Appointment confirmations
- Create client account/file in database and file storage platform
- Send out pre-meeting packages
- Presentation follow-up
- Create workflows and automation in CRM, email marketing program, and other programs used in firm practice
EXECUTIVE PACKAGE – $3,000 per month (engagement of up to 5-9 clients per month)
- Weekly team meeting – 1 phone call each week: 45 mins (Preparation and prioritization for the upcoming week)
- Email management (response to emails within 24 hours)
- Calendar management
- Minimum one (1) blog creation and posting to the firm website. Second social media post available upon request
- Post blog/other content to social media accounts (up to 3 accounts)
- Preparation and sending of the weekly and monthly newsletter
- Client Workflow and Management:
- client intake
- appointment confirmations
- create client account/file in database and file storage platform
- send pre-meeting packages
- communication with clients re various documents/info needed
- review trust docs before printing for signing meeting
- preparation of binder/docs for the final meeting
PREMIUM PACKAGE: $5,000 per month (engagement of up to 10 clients or more per month)
- Weekly team meeting – 1 phone call each week: 45 mins (Preparation and prioritization for the upcoming week )
- Email management (response to emails within 4 hours)
- Calendar management
- Minimum one (1) blog creation and posting to website. Second social media post available upon request
- Post blog/other content to social media accounts (unlimited number of accounts)
- Preparation and sending of weekly and monthly newsletter – content to be provided by attorney
- Client Workflow and Management:
- client intake
- appointment confirmations
- create client account/file in database and file storage platform
- send pre-meeting packages
- communication with clients re various documents/info needed
- review trust docs before printing for signing meeting
- preparation of binder/docs for final meeting
- funding asset spreadsheet
- funding follow up letters
- Market research
- Prospective Presentation Research
- Prepare for Presentations
Additional Services – To Be Purchased Without the Above Packages
Business Audit – $500
- Review of current systems
- Set up of new systems
- 1-hour zoom conference call
- Implementation of new systems