Latest / Sharp Strategies Sweet Success / October 2026 Sharp Marketing Mastermind Call | Your Marketing Plan Should Show How Much Money You’re Trying to Make

Transcript

October 2026 Sharp Marketing Mastermind Call | Your Marketing Plan Should Show How Much Money You’re Trying to Make · Sharp Strategies Sweet Success

• 0:01
  SPEAKER_00: So I have a few, I guess, announcements to make.
• 0:06
  SPEAKER_00: Next week, I'll be at the GLM Summit up here in D.C.
• 0:10
  SPEAKER_00: I forget the hotel name.
• 0:11
  SPEAKER_00: But if you go to,
• 0:12
  SPEAKER_00: I think, GLMSummit.com, you'll be able to find some information about the event.
• 0:17
  SPEAKER_00: I'll be there.
• 0:18
  SPEAKER_00: I'll be there talking about how to make your marketing more efficient.
• 0:22
  SPEAKER_00: And the presentation's due tomorrow.
• 0:24
  SPEAKER_00: And I'm still finalizing my outline.
• 0:26
  SPEAKER_00: So hopefully that's something I'll get done today.
• 0:29
  SPEAKER_00: And then in December and January, I'll be speaking at the PILMA roundtables.
• 0:36
  SPEAKER_00: And if you're a member of PILMA, you can join up at the roundtables.
• 0:40
  SPEAKER_00: I'll be talking about I don't quite know what in December right now.
• 0:44
  SPEAKER_00: I think the topic's been picked out for me.
• 0:47
  SPEAKER_00: And then in January,
• 0:48
  SPEAKER_00: I'll be talking about building personal brands for attorneys,
• 0:52
  SPEAKER_00: because in my experience working with these personal injury firms and trying
• 0:56
  SPEAKER_00: to help them build up their SEO,
• 1:00
  SPEAKER_00: their online presence,
• 1:01
  SPEAKER_00: personal branding plays a huge part in that and what we're doing.
• 1:09
  SPEAKER_00: And also in January,
• 1:11
  SPEAKER_00: I'll be speaking at the AI for PI Expo and exploring use cases for how
• 1:16
  SPEAKER_00: to leverage AI to get more referral,
• 1:21
  SPEAKER_00: inbound attorney referrals and word of mouth referrals for your law firm.
• 1:26
  SPEAKER_00: And so I'll be speaking in Orlando at that event then.
• 1:29
  SPEAKER_00: I'm really excited and looking forward to it.
• 1:32
  SPEAKER_00: Today, we're actually talking about building marketing plans for law firms.
• 1:39
  SPEAKER_00: And this one is mainly for the marketing directors because I really hear
• 1:45
  SPEAKER_00: of lawyers being called upon to make their own marketing plans.
• 1:51
  SPEAKER_00: But it would be useful to know like what goes into a marketing plan.
• 1:54
  SPEAKER_00: What are you trying to make?
• 1:56
  SPEAKER_00: What do you need?
• 1:57
  SPEAKER_00: And I wanted to go through some of my talking points that I have here
• 2:01
  SPEAKER_00: about building marketing plans for law firms and then also show you guys an AI agent
• 2:07
  SPEAKER_00: that I have set up that builds marketing plans for me.
• 2:12
  SPEAKER_00: And I want to show you what that agent needs and what any agent needs to build
• 2:17
  SPEAKER_00: a marketing plan that's actually going to be of value to you That's going
• 2:21
  SPEAKER_00: to give you good guidance,
• 2:23
  SPEAKER_00: a good roadmap on how to move forward and how to organize that information in
• 2:30
  SPEAKER_00: a one sheet roadmap that you can give to the leadership team at your law firm.
• 2:36
  SPEAKER_00: And I'm going to take you through that AI agent and talk
• 2:40
  SPEAKER_00: about how you can set up your own,
• 2:41
  SPEAKER_00: what sort of source documentation you'll need, and then we'll wrap up for the day.
• 2:48
  SPEAKER_00: So for the marketing plan, like what is a marketing plan?
• 2:51
  SPEAKER_00: A lot of people feel like they know this because my common experience working
• 2:57
  SPEAKER_00: with law firms is that, hold on, I saw a Slack notification.
• 3:01
  SPEAKER_00: I just want to make sure there's no issue with the, okay, that's not me.
• 3:05
  SPEAKER_00: So
• 3:08
  SPEAKER_00: one of the things I hear quite frequently from law firm owners is,
• 3:13
  SPEAKER_00: hey, what's the marketing plan?
• 3:16
  SPEAKER_00: Now, naturally at Sharp Cookie, we build marketing plans for our clients.
• 3:21
  SPEAKER_00: It's usually one of the first things we do once we have enough information.
• 3:25
  SPEAKER_00: And those are more marketing roadmaps.
• 3:29
  SPEAKER_00: And I'll talk about that and how we build those and what are in those in here in
• 3:33
  SPEAKER_00: a little bit and looking at the agent.
• 3:36
  SPEAKER_00: But even when I'll create a roadmap,
• 3:39
  SPEAKER_00: periodically,
• 3:40
  SPEAKER_00: whenever you're talking to an attorney about a marketing opportunity,
• 3:44
  SPEAKER_00: One of the things they'll request is the marketing plan for that opportunity.
• 3:48
  SPEAKER_00: And at this point,
• 3:50
  SPEAKER_00: I have a lot of marketing plans that are already built,
• 3:53
  SPEAKER_00: so I don't necessarily have to think about it each time.
• 3:56
  SPEAKER_00: I can go back and get a marketing plan for a particular campaign we've made for
• 4:01
  SPEAKER_00: an old client or a current client,
• 4:04
  SPEAKER_00: recycle it and update it and make the needed specifications for the law firm
• 4:10
  SPEAKER_00: that we're going to use it for.
• 4:11
  SPEAKER_00: And then we're off to the races.