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Estate Planning Firm Adds 14 Clients With Trust-Focused Direct Mail Campaign
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 SMB.
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.
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
Plan Your Free Direct Mail Campaign Today
Join over millions of businesses growing
with direct mail marketing.