Estate Planning Firm Adds 14 Clients With Trust-Focused Direct Mail Campaign
This estate planning law firm needed to reengage families who had been delaying financial planning. Past email and seminar campaigns didn’t create urgency. They needed a campaign to reintroduce their brand and…
The Challenge
This estate planning law firm needed to reengage families who had been delaying financial planning. Past email and seminar campaigns didn’t create urgency. They needed a campaign to reintroduce their brand and deliver results quickly with a clear message.
The Strategy
The firm launched a 5,100-piece postcard campaign focused on proactive planning, protection, and peace of mind. The headline—“Protect What Matters Most”—was reinforced by imagery of families working together. Facebook and Google ads launched on day one with the same visuals and message via OMNI reach.
The Results
The campaign produced 29 responses, including 23 tracked calls and 6 contact form submissions. The firm closed 14 full estate packages, generating $20,200 in revenue. Digital ads produced 15,800 total impressions and 197 clicks. The team reported their fastest new-client onboarding cycle of the past two quarters.
$20,200 Total Revenue 573% Return on InvestmentDigital Ad Network Performance
| Platform | Ad Displays | Clicks |
|---|---|---|
| 9,100 | 109 | |
| 6,700 | 88 |
Key Takeaways
Family-first messaging builds empathy and trust in the legal space
Combining mail and digital boosts visibility and conversion
OMNI reach SMB provided call and click tracking to measure ROI
This campaign became their new blueprint for quarterly outreach
Customer Reviews
“We saw better leads from this one campaign than we did from three seminars. It was smart, simple, and effective.”— Daniel, Attorney
“We onboarded 14 new estate clients in less than a month. This postcard campaign worked fast.”— Haley, Estate Planning Advisor
“Postcard + retargeting was the winning combo. OMNI made it easy to track everything.”— Angela, Client Services Director