Marketing Strategy & Budget Allocation
Budget by channel and practice area, geographic coverage, campaign objectives, channel overlap, gaps, and alignment with leadership goals.
DIGITAL MARKETING PERFORMANCE AUDIT
You know what your firm spends on marketing. You probably receive reports showing calls, form submissions, leads, and cost per conversion. But when leadership asks which campaigns produced qualified consultations and signed cases, does anyone have a reliable answer?
That is the gap a Digital Marketing Performance Audit is designed to close. Key Shore Consulting traces performance from the first click or call through intake, consultation, and retention. We identify where your firm is generating real opportunities, where marketing dollars are being lost, and where unreliable tracking may be distorting the picture.
You receive an independent assessment of your marketing channels, attribution, intake performance, and vendor reporting, along with a prioritized plan for what to fix first.
Get the clarity you need without committing to a new agency or replacing your current vendors.
PERFORMANCE ACCOUNTABILITY
Most law firms do not suffer from a lack of marketing data. They suffer from a lack of useful answers. The agency reports that lead volume is up. Intake says the leads are weak. Google Ads counts one set of conversions, call tracking shows another, and the CRM cannot reliably connect either number to retained clients.
Everyone can defend their part of the process. No one can explain the full result.
Not just responses, but the matters the firm actually wants.
Qualified consultations and signed clients, not surface-level leads.
Marketing, tracking, intake, follow-up, or the handoff between them.
These are not reporting questions. They are business questions.
THE FULL CLIENT-ACQUISITION PATH
A lead is not the outcome. A signed case is.
Between inquiry and retention, a prospective client must reach the firm, connect with intake, meet case criteria, schedule a consultation, attend it, and retain the firm. One weak handoff can erase the value of an otherwise effective campaign.
The audit shows what the evidence supports, what the current data cannot prove, and what must be corrected to create a reliable view of performance.
WHAT WE EVALUATE
The scope is shaped around your firm's practice areas, markets, marketing mix, vendors, technology, and available data. We focus on the questions leadership needs answered, not a generic checklist of minor account settings.
Budget by channel and practice area, geographic coverage, campaign objectives, channel overlap, gaps, and alignment with leadership goals.
Google Ads, Local Services Ads, campaign structure, search terms, bidding, conversion configuration, landing-page alignment, and lead quality.
Organic visibility, Google Business Profile performance, local rankings, technical barriers, content intent, and organic conversion paths.
GA4, Tag Manager, call and form tracking, CRM attribution, source persistence, offline conversions, and signed-case reporting.
Case fit, response times, missed calls, follow-up, consultation scheduling, dispositions, retention, and feedback loops.
KPI selection, reporting accuracy, budget stewardship, transparency, coordination, and alignment with qualified consultations and retained clients.
WHAT YOUR FIRM RECEIVES
An audit is only valuable if the findings are clear enough to act on. The final deliverable is built for leadership, not as a dense export of account settings or disconnected observations.
A plain-language view of the most important findings, risks, and opportunities.
Performance across the paid, organic, local, referral, and website channels included in scope.
What can currently be measured, where the data is unreliable, and what must be corrected.
How inquiries move toward consultations and retained clients, and where viable opportunities may disappear.
Budget that is poorly targeted, weakly measured, or producing the wrong outcomes, plus areas that may deserve greater investment.
An independent view of what current partners are doing well, what requires improvement, and which questions leadership should ask next.
Recommendations sequenced by urgency, likely business impact, effort, and dependency.
A direct walkthrough of the evidence, implications, priorities, and decisions the firm should consider.
INDEPENDENT ANALYSIS
An agency can be excellent at managing its channel and still lack visibility into the rest of your client-acquisition system. Paid-media teams see ad-platform data. SEO vendors see rankings and organic traffic. Intake teams see calls and forms. Leadership sees revenue, often without a dependable connection back to the source.
Key Shore Consulting evaluates the system from the firm's perspective. The objective is not to manufacture a reason to replace your agency. It is to establish what is working, what is not, and what the evidence supports.
Existing partners can implement the recommendations. The audit can give them clearer priorities, stronger reporting requirements, and a more useful definition of success.
Findings are based on your practice areas, geographic markets, case criteria, spending, systems, and growth goals.
Performance is measured beyond cost per lead.
Whenever the data permits, we evaluate qualified inquiries, scheduled consultations, completed consultations, signed clients, cost per retained case, and revenue.
FIT
A Digital Marketing Performance Audit is built for firms with enough marketing activity or operational complexity to make uncertainty expensive.
Your firm is already investing meaningfully in digital marketing; manages multiple channels, locations, practice areas, or vendors; has seen signed-case volume decline without a clear explanation; questions lead quality; cannot reliably calculate acquisition costs; or is preparing to increase investment or change vendors.
The firm has little performance data to assess; wants more lead volume without examining intake or qualification; cannot provide agreed access; only wants a free second opinion; or has no willingness to act on documented performance issues.
WHAT TO EXPECT
Goals, concerns, target matters, vendors, reporting structure, and unanswered leadership questions.
Only the platforms, reports, and systems needed for the agreed scope.
Trace qualified opportunities through intake, consultation, and retention as far as the data allows.
Separate urgent tracking or budget problems from optimization opportunities and longer-term initiatives.
Walk leadership through what is working, what is not, why it matters, and what should happen next.
The initial audit is analytical. We do not make unapproved changes to active campaigns, tracking, or intake systems.
WHAT CLARITY MAKES POSSIBLE
Stop funding campaigns that repeatedly attract the wrong cases.
Protect campaigns producing value that surface-level reports make look inefficient.
Repair tracking that obscures consultations and retained clients.
Identify missed calls, delayed follow-up, and other intake leakage.
Give current vendors clearer objectives and reporting requirements.
Reallocate budgets toward stronger practice areas, markets, or channels.
Decide whether an agency change is supported by evidence.
Scale marketing with a better understanding of the economics.
FREQUENTLY ASKED QUESTIONS
It is an independent assessment of how your firm's marketing investment produces, or fails to produce, qualified consultations and retained clients. Depending on scope, the audit may examine strategy, paid media, SEO, local search, landing pages, analytics, attribution, lead quality, intake performance, and vendor reporting.
Many audits stop at campaign settings, website issues, traffic, or lead volume. A performance audit examines the connections between marketing activity and business outcomes to determine what is producing viable opportunities, where those opportunities are being lost, and what leadership should do next.
Yes. The audit is independent and does not require an agency change. Existing vendors can implement the recommendations, and the findings can help leadership give them more precise direction and stronger performance expectations.
Yes, where intake affects the firm's ability to evaluate marketing. We may review response time, missed calls, contact rates, follow-up, qualification, dispositions, consultation scheduling, and retention.
That depends on the quality of your current tracking and CRM data. When reliable attribution exists, we use it. When it does not, the audit identifies what can be supported, where the data breaks down, and what must be fixed.
Pricing is based on the complexity and scope of the review. A focused single-channel assessment requires less analysis than a multi-location audit involving paid media, SEO, intake, CRM attribution, and multiple vendors. We define the fee before requesting access or beginning work.
Your firm can implement the roadmap internally, ask existing vendors to complete the work, or engage Key Shore Consulting for strategic oversight or additional support.
Yes. Access and data requirements are agreed upon before work begins, and findings are treated as confidential business information.
NEXT STEP
Your firm should not have to rely on incomplete reports, conflicting explanations, or assumptions about lead quality. Get an independent assessment of the client-acquisition system and a prioritized plan for improving it.