Welcome to our annual planning session! I dive deep into the strategies and tools you need to build a winning business and marketing plan for 2025. From setting objectives to developing your strategies and tactics, I break down the steps to help your firm thrive. And to make it easier, I’ve created a downloadable Workbook and Worksheet to help you map out your goals and strategies as you listen.

As we map out the year, I'll share the leading trends for law firms, I will show you how to analyze your performance metrics, track your competitive rankings, and set actionable goals using proven frameworks like quarterly rocks and detailed marketing calendars. Whether you're looking to increase leads, improve conversion rates, or stand out in a competitive market, this episode is packed with insights to help you take your firm to the next level. Let’s get your business ready to crush it in 2025—grab the worksheet and let’s get started!

Key Topics

• 02:10 The introduction of Google's AI overviews, a feature similar to ChatGPT, which will impact search results.
• 03:35 The importance of answering questions on websites to be included in AI overviews, which can drive SEO traffic.
• 04:38 The trend of Morgan and Morgan dominating local service ads due to their strong branding.
• 05:03 The importance of building a notable, popular brand to optimize SEO.
• 05:48 Examples of consistent branding, such as Amanda Demanda's social media presence.
• 06:36 The trend of local service ads is discussed, with a focus on intake and conversion optimization.
• 07:41 The back-end services for clients, such as Case Status and Hona, provide updates on case status.
• 08:23 A  case study comparing two firms with identical website traffic but different results.
• 09:45 The importance of running the business like a business, with systems and processes in place.
• 10:37 Recommends using systems like Traction, Rockefeller Habits, and EOS to manage the business effectively.
• 12:25 The steps to set goals for 2025, include defining the target revenue and the number of leads needed.
• 17:29 The importance of writing down your goals, develop the plan and execute.
• 18:30 The calculation of monthly revenue targets and the importance of understanding the average case value.
• 21:36 Write down their "why" for setting these goals, such as preparing for a family member to take over the business.
• 20:01 The importance of having weekly leadership meetings and quarterly planning sessions.
• 23:33 An example of a scorecard used to track key metrics and performance.
• 27:39 Examples of how to track performance and identify areas for improvement.
• 29:27 The need for precise tracking of calls, chats, and leads to identify and solve problems.
• 30:09 The importance of tracking competitive analysis, including SEO, backlinks, and local service ads.
• 30:50 Track rankings, reviews, and competitor metrics from Google to optimize performance and dominate your market.
• 33:18 The process of setting quarterly projects, also known as "rocks," and assigning responsibilities.
• 33:54 Example of a firm's quarterly projects, such as hiring a social media person and launching a new website.
• 35:00 The brainstorming process involves identifying strengths, weaknesses, and trends to define the 2025 plan.
• 35:15 The importance of involving as many department heads as you have.
• 39:40 Creating a marketing calendar to map out the year and assign the task, ensuring execution.
• 41:36 Using EOS to implement an operating system for the business, including the responsibilities of your team.
• 42:15 The importance of completing the top priority project in each quarter.
• 42:59 The role of the visionary and integrator in the EOS framework.
• 43:51 The importance of having weekly and quarterly meetings to track progress and address issues.
• 44:56 Selecting an integrator, growing Google reviews, and conducting a CRO audit.

Resources Mentioned

Download the Workbook and Worksheet to create your Annual Business and Marketing Plan.

Books:

• Traction
• Get a Grip
• Mastering the Rockefeller Habits
• Scaling Up
• The Great Game of Business

Tools & Programs: 

• Case Status
• Hona 
• Hotjar

About Jay Berkowitz:

Jay Berkowitz is a digital marketing strategist with decades of experience in the industry. As the CEO of Ten Golden Rules, he has helped countless law firms and businesses harness the power of the internet to achieve remarkable growth and visibility. Jay is also a renowned keynote speaker and author, sharing his expertise at various industry events and publications worldwide.

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