Estate Law Firm Books 12 Clients With Educational Postcard Campaign
This estate planning firm wanted to increase awareness of their services and reach responsible adults preparing for future asset protection. Their website traffic was consistent, but lead-to-call conversion was low.…
The Challenge
This estate planning firm wanted to increase awareness of their services and reach responsible adults preparing for future asset protection. Their website traffic was consistent, but lead-to-call conversion was low. They needed a new way to build trust and generate phone consultations.
The Strategy
OMNI reach SMB launched a 4,600-piece postcard campaign targeting middle- to upper-income homeowners. The messaging — “Plan Today for Peace of Mind Tomorrow” — focused on security, family, and expert guidance. Google and Facebook ads launched in parallel to reinforce the message across devices. Calls and clicks were tracked from every touchpoint.
The Results
The firm received 28 total responses, including 20 tracked phone calls and 8 online inquiries. They closed 12 estate plan packages and 2 trust revisions, generating $19,800 in revenue. Google and Facebook combined for 15,600 ad impressions and over 200 clicks.
$19,800 Total Revenue 571% Return on InvestmentDigital Ad Network Performance
| Platform | Ad Displays | Clicks |
|---|---|---|
| 8,900 | 111 | |
| 6,700 | 98 |
Key Takeaways
Calm, professional branding improves conversions in trust-based legal fields
OMNI reach SMB provides trackable lead acquisition across mail and digital
This campaign outperformed past newsletter and email efforts by over 50%
It helped reintroduce the brand to leads who had been inactive for years
Customer Reviews
“Clean design, respectful message, and the response was measurable. We’ll do this again for every tax season.”— Sandra, Attorney
“This was our most effective campaign in over a year — better than seminars and email marketing combined.”— Tom, Estate Planner
“Having one dashboard to manage the campaign was a huge plus. Calls, forms, clicks — everything was there.”— Gloria, Client Services Director