Free 21-Page Field Guide

Build a Pipeline Your Firm Actually Owns.

Most firms do not have a marketing problem. They have a timing problem. This is the field guide to reaching the right people on a schedule you control, using letters, email, the phone, and referral relationships. Written for regulated practices, with the rules built in rather than bolted on.

The 5-step narrowing sequence that turns a mailing list into a buying list
A timing-signal table for 7 practice areas, and where each signal is published
3 call scripts and 4 email templates you can fill in and send this week
A 90-day build map, week by week, from first list to first review of the numbers
The part most guides skip: a compliance quick reference and a 10-step pre-launch gate covering Bar advertising rules, the Do Not Call registry, CAN-SPAM, and why you never text purchased data

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One PDF to keep. 21 pages, delivered instantly. No cost and no obligation.

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What is inside

Ten parts, start to finish.

01 Why an Owned Pipeline Still Wins
02 Start With the List, Not the Message
03 The 7 to 10 Touch Reality
04 The Phone: Who You May Actually Call
05 Email: Templates That Get Replies
06 Letters and Print: The Channel Everyone Underestimates
07 LinkedIn and the Room Play
08 Referral Relationships That Compound
09 Your First 90 Days
10 Compliance Quick Reference

Work we have shipped

Debi Lom Real Estate

AI search visibility paired with automated lead follow-up, so inquiries get answered and routed instead of sitting in an inbox overnight.

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FAQ

The Owned Pipeline Playbook, questions answered

What do I get?

One PDF to keep: a 21-page field guide covering every outbound channel a professional firm can use, with call scripts, three tracks of email templates, a timing-signal table, a 90-day build map, a KPI model, a pre-launch compliance gate, and a compliance quick reference. It is delivered to your inbox right away.

How much does it cost?

Nothing. It is free. You give your first name and email, and the PDF is sent to you right away.

Is this legal advice?

No. The guide is general information and it does not create an attorney-client relationship. It points you at the rules that apply, including Bar advertising rules, the Do Not Call registry, and CAN-SPAM, so you know what to confirm with your own compliance or ethics counsel before your first campaign.

I am a lawyer. Can I even do cold outreach?

Some of it, yes, and the guide is built around that distinction. Florida lawyers may not solicit prospective clients by telephone or in person, but the rule expressly carves out other lawyers and people you already have a relationship with. That is why most of the phone plays in the guide are aimed at referral sources, and why written channels are handled separately with their labeling and filing duties noted.

Who is this for?

Firm owners and managing partners at professional practices doing roughly one million to twenty five million a year who want a marketing channel they control rather than rent. No technical background is needed.

What comes after the guide?

If you want the list already built, the touches already scheduled, and the tracking already wired, book a 15-minute call and we will map your signal, your channels, and your first ninety days together.