Client Acquisition Engine for professional firms

Good opportunities deserve a clear next step.

When your marketing, follow-up, and client relationships work in isolation, opportunities can stall. We connect them in one managed service, helping your firm attract the right interest, turn it into conversations, and nurture the relationships you have.

Attract. Convert. Grow.

Book a free 15-minute intro call Take the Growth Opportunity Check

One connected client journey

Client Acquisition Engine

One plan.
A connected journey.

Attract / Convert / Grow

01 / PhaseAttractBe found and understood

02 / PhaseConvertGive interest a clear next step

03 / PhaseGrowKeep relationships active

Relationships and introductions bring renewed interest.

Illustration

TB Digital GroupClient Acquisition EngineAttract / Convert / Grow

Attract / Convert / Grow

A clearer journey, from first interest to lasting relationship.

One managed service for professional firms. We coordinate your digital presence, inquiry response and relationship outreach across three stages, so each supports the next. Your team brings the professional expertise; we make the path to it clearer.

01 / Attract

Be found. Be understood.

Help prospective clients find your firm, see how you can help, and take a confident next step.

02 / Convert

Give interest a clear next step.

Make it easier for your team to respond consistently and have the conversations that build new client relationships.

03 / Grow

Keep valuable relationships active.

Reconnect with people who know your firm, invite honest feedback, and make relevant introductions easier.

Three phases. One coordinated plan. All eight capabilities are included.

01 / Attract

Be found. Be understood.

Help prospective clients find your firm, see how you can help, and take a confident next step.

Website design and improvement

Design or improve agreed pages, copy, calls to action and inquiry paths, connected to your marketing and follow-up.

Explore website design and improvement

SEO, local search and AI visibility

SEO, local search, AEO and LLM visibility: Google Business Profile optimization, consistent local listings, useful service and location pages, and clear answers. Track visibility separately from inquiries.

Explore SEO, local search and AEO

Paid advertising

Plan and manage appropriate Google or Meta campaigns, with an agreed budget and a clear path to follow-up.

Explore paid advertising

02 / Convert

Give interest a clear next step.

Make it easier for your team to respond consistently and have the conversations that build new client relationships.

Inquiry follow-up

Connect forms, acknowledgments, reminders and agreed booking steps, with a named person responsible for responding.

Missed-call text-back

Configure acknowledgment texts and staff notifications through a compatible phone setup, with required messaging permissions.

AI-assisted sales coaching

Review permitted call samples with AI, check the findings, and turn them into practical coaching for your team.

03 / Grow

Keep valuable relationships active.

Reconnect with people who know your firm, invite honest feedback, and make relevant introductions easier.

Client and lead reactivation

Review eligible past-client and inquiry records, develop relevant outreach, and route replies to your team.

Explore client and lead reactivation

Reviews and referrals

Invite honest reviews and relevant introductions through an agreed, permission-aware follow-up process.

One connected plan across Attract, Convert, and Grow. We sequence the eight capabilities around your priorities and readiness.

Fit and rollout

Right for firms ready to respond.

FIT

Usually a good fit

Professional firms that want marketing, inquiry follow-up and client relationships managed as one service, with someone on the team who can respond to prospective clients and approve materials.

NOT

Another route may suit you

You only need one isolated task, have no capacity to respond to new inquiries, or want platform access to run yourself. We will say so during discovery.

Staged rollout. All eight capabilities are included, sequenced by your priorities and readiness: typically the website and inquiry path first, then search and advertising, then follow-up, coaching and reactivation once permissions and contact records are in place. An illustrative journey: a prospect finds a service page, the inquiry reaches the right person, an acknowledgment explains the next step, and your team leads the consultation.

Want a quick view of where opportunity may stall first? Take the Growth Opportunity Check

Clear ownership

Stay informed without coordinating every task.

Know what has been completed, what is underway, and where your input is needed. We coordinate the agreed work and recommend next steps based on the inquiries, conversations, and outcomes your firm can track. Your operating plan defines the work and frequency for each capability.

Your team provides access and business information, approves materials and decisions, responds to prospective clients, and shares the outcomes it can record. We agree on these responsibilities before work begins.

Know who to ask.

You have a clear point of contact for questions and decisions. We organize the work and bring approvals to your team.

Know what comes next.

Reviews connect the work completed with what your firm is seeing and the changes we recommend. Your proposal defines the review schedule and support arrangements.

Scope and costs

One proposal. A clear view of the commitment.

Your proposal covers all eight capabilities with one setup fee and one ongoing management fee. It defines the work for your locations, website, campaign volume, connected tools, and support needs.

Advertising spend is separate. We also specify which platform, phone, messaging, and AI usage costs are included or billed separately. The website, CRM, and supporting tools are agreed during scoping, including the information to be connected and where it will be held.

Fees are scoped to your firm. You review the planned costs, contract length, cancellation terms, and handoff arrangements before signing.

Other ways we help

Specialist support when your plans call for it.

Webinar & Event Management, AI Agent Workforce, and Consulting & Custom Development are separate engagements, outside the eight capabilities included in Client Acquisition Engine.

When you need more than one service, we can coordinate responsibilities and account for shared work in the agreed scope.

Webinar & Event Management AI Agent Workforce Consulting & Custom Development

Practical questions

Make an informed decision.

Understand the rollout, your team’s role, and the commitment before choosing your next step.

Book a free 15-minute intro call

01Will all eight capabilities launch at once?

All eight are included, but rollout follows readiness: pages before ads, permissions before outreach. Your plan defines the sequence.

02What if we do not have a past-client list yet?

We assess fit first. Without suitable contacts, we agree what needs to be in place before reactivation becomes useful.

03What if we cannot record client calls?

We confirm permissions first. Where recordings are inappropriate, the proposal specifies alternatives such as approved notes or practice conversations.

04How long before we see results?

Timing depends on your starting point, market, budget and follow-through. We agree measures and review trackable outcomes; client numbers, revenue and rankings are not guaranteed.

Your next step

Where does opportunity lose momentum?

Start with a short introduction about how clients find your firm and where conversations tend to stall. If we’re a fit, we’ll arrange a longer conversation to explore your needs.

Book a free 15-minute intro call Take the Growth Opportunity Check