Prioritise a conversation about identified matters. Findings-only follow-up is eligible if no appointment or opt-out suppresses it.
SECTION 03 OF 7
Marketing
The proposed programme to reconnect with existing clients, produce useful content and improve campaign performance.
Existing-client campaign · proposed, not activated
Invite. Inform. Follow through.
Begin with a controlled cohort of eligible existing clients, then expand in approved waves. Assure confirms consent, opt-outs, legal content, enquiry capacity and professional follow-up.
Client reports live in Health Check. This section explains acquisition and follow-up, with the existing six draft emails and visual eligibility rules.
The campaign library
Six messages. One considered journey.
Open email library01day 0: initial invitationDraft — subject to solicitor review02day 7: parliamentary reminderDraft — subject to solicitor review03day 14: further reminderDraft — subject to solicitor review04on completionDraft — subject to solicitor review05three days after completion, findings onlyDraft — subject to solicitor review06legislative update, holdDraft — subject to solicitor review
Follow-up rules · visual simulation
The right message, at the right time.
Choose a fictional campaign status to see which messages would be eligible. This is a rules demonstration; no email is scheduled or sent.
A check may be useful. The follow-up condition is illustrated here; Assure must approve the final routing policy.
Report available. No findings-only follow-up. The underlying report still includes the original background and review prompts.
Proposed ongoing services · Jim’s commercial overview
Digital Marketing & Content Engine
PROPOSED SERVICE · NO LIVE CAMPAIGNSA regular programme of content, advertising management and improvement to support Assure’s visibility and client enquiries.
This is the proposed ongoing service behind the creative examples. The formats, campaign activity and reporting below describe a commercial service for agreement; this preview does not activate advertising, publishing or tracking.
Sample Creative — Wealth Protection Awareness
This is an illustrative example of the video content we can produce for Assure. A live campaign would use a range of different creative approaches, tested and refreshed over time.
Creative strategy & production
A range of ways to explain, educate and connect.
Assure’s digital spokesperson
A recurring Assure-branded AI avatar or digital spokesperson who can become a recognisable face of the firm.
“Three Things You Need to Know”
Short educational videos built around a focused topic and a clear, useful takeaway.
Tools in action
Walkthroughs demonstrating Assure’s interactive tools and assessments.
A human explanation
Presenter-led advertisements and educational videos that introduce a topic or explain a next step.
Make complex topics clearer
Animated explanations of complex legal topics, subject to Assure’s approval of the legal content.
Start with a concern
Question-led advertisements addressing common client concerns and the information they are looking for.
Adapt to the channel
Short-form videos for Meta, YouTube Shorts and other suitable channels, within the agreed content package.
Meta advertising management · proposed scope
Production is one part. Ongoing management is another.
Develop, set up and test
- Creative concept development and production.
- Campaign setup and audience strategy.
- Testing different opening hooks and messages.
- Monitoring advertising spend and delivery.
Measure, refresh and optimise
- Tracking enquiries, lead quality, bookings and conversion outcomes.
- Identifying ineffective creative and refreshing it.
- Budget allocation and campaign optimisation.
- Regular performance reporting and recommendations.
Advertising spend and service fees are separate. Assure supplies the agreed advertising budget. Management and production are separately scoped commercial services. Results are not guaranteed, and no Meta campaigns are connected or live in this preview.
YouTube · SEO · Answer Engine Optimisation
Build a longer-term content library.
The same content programme can support Assure’s longer-term organic discovery, with material organised around questions people actually ask search engines and AI assistants.
Develop useful, discoverable content
- Educational YouTube videos and Shorts.
- Tool demonstration videos.
- Topic-based playlists for each practice area.
- Search-friendly titles, descriptions and transcripts.
Connect and maintain the website library
- Articles, FAQs and client guides on Assure’s website.
- Content organised around real client search and AI-assistant questions.
- Internal links connecting educational content, relevant tools and appointment pathways.
- Periodic updates when legislation or legal procedures change, with legal approval before publication.
SEO and Answer Engine Optimisation (AEO) are ongoing content and technical practices. They do not guarantee search rankings, traffic or placement in AI answers.
Monthly operating cycle
Produce → Publish → Measure → Improve
Under an agreed service package, we would regularly develop new material, distribute approved content, monitor performance and refine the campaigns.
ILLUSTRATIVE REPORT STRUCTURE · NO LIVE DATA
Proposed monthly reviewMonthly performance & recommendations
Advertising spend—Actual platform spend
Enquiries—Volume and cost per enquiry
Qualified leads—Using agreed quality criteria
Booked consultations—Where booking data is available
Conversion to matters—Where Assure provides data
Best-performing creative hooks
Which openings, messages and formats attracted the most useful response.
Underperforming creatives
Which material needs to be paused, reworked or replaced.
Recommended changes
Creative refreshes, testing priorities and budget recommendations for the following month.
This is a reporting example, not performance history. No enquiries, conversion data or advertising accounts are connected here.
Commercial responsibilities
A defined service package. Clear responsibilities.
Our responsibility
Creative strategy, agreed content production, campaign management, optimisation, publishing support, SEO/AEO content and performance reporting.
Assure’s responsibility
Approval of legal claims and content, advertising budget, solicitor availability, enquiry handling, client engagement and legal service delivery.
Production is defined by the agreed commercial service package. The number of videos, campaigns, articles and monthly creative refreshes, together with delivery cadence, management scope and service fees, will be agreed. Unlimited production is not included or implied.
Read Jim’s private proposal