It’s a 6‑month, implementation-focused program for PI firms. We work with you to build and optimize your own Clicks Into Cases™ System: ad campaigns, funnels, intake workflows, and tracking so you can reliably turn paid clicks into signed PI cases without depending on lead vendors or black‑box agencies. It’s not a DIY course; it’s a build‑with‑you mentorship.

Our baseline target is to help qualified firms add 5–15 extra signed PI cases per month within 6 months using their own campaigns and intake system. Some firms will do more, some less – it depends on your market, budget, and implementation speed. We’ll run conservative numbers on your PI Case Volume Audit so you know what’s realistic before you make any decision.

At minimum, you should be comfortable with a few thousand dollars per month in PI ad spend, and willing to scale once the numbers work. The whole point is to move from paying $300–$500 per lead and $2,500+ per signed case to owning a system that can often generate similar cases for closer to $100 per lead and ~$800–$1,000 per signed case, like Kim’s example.

Then you’re exactly who this was built for. We don’t just “turn on ads” and hope for the best. We:

Install intake scripts and follow‑up cadences,

Help you configure automation so leads are contacted quickly,

Show you how to track from first contact to signed case so you can see where calls are being dropped.

The system is campaigns and intake together.

At minimum, you should be comfortable with a few thousand dollars per month in PI ad spend, and willing to scale once the numbers work. The whole point is to move from paying $300–$500 per lead and $2,500+ per signed case to owning a system that can often generate similar cases for closer to $100 per lead and ~$800–$1,000 per signed case, like Kim’s example.

Agencies and vendors keep you dependent: they own the campaigns, the data, and the levers. If they shut you off or raise prices, you’re stuck. In Clicks Into Cases™, you own the ad accounts, the funnels, the workflows, and the tracking. We help you build and tune it, but the engine lives inside your firm.

In practical terms:

Live implementation calls each week (ads, funnels, intake)

Direct feedback on your campaigns and scripts

Specific action items between calls so something is always getting built, launched, or optimized

Access to templates, examples, and data from what’s working in other PI campaigns (without sharing anyone’s proprietary info)

That’s why we start with the PI Case Volume Audit. We’ll only invite you into the mentorship if we both see a clear, conservative path where the math checks out for your firm. If we can’t see that, you won’t be pitched. Price objections are usually “I don’t see how this pays for itself”; the Audit exists to fix that before you pay.

Not immediately. Most firms run both in parallel at first: keep what’s working now while we stand up your Clicks Into Cases™ System. As your own system proves out and your real cost per signed case drops, you can decide how much to dial back or replace the outside providers.

Drop 6–9 of these on the page (you can trim), bold the questions, keep answers tight. The point is to make a serious PI owner think, “They’ve clearly thought through the stuff I’m worried about,” and then click the Audit button.