IMS › CASE STUDIES
Every firm below came to IMS with a different problem. One was launching from scratch with no referral network. One was already busy but capped. One was running ten offices and needed the marketing to keep up.
What they have in common is the approach: instead of buying a tactic, each firm got an integrated system — website, SEO, content, follow-up automation, and in most cases a webinar funnel — built to work together. The results below are what that produced.
6,600 Subscribers, 1.4M Views, and $2M+ in Revenue Gained
Over 1,000 Leads and 95% of New Business from Webinar Funnels
Optimizing SEO, Google Ads and Email Pays — Lowers Conversion Costs While Boosting Revenue
Optimized SEO Across 10 Locations Drives Website Traffic and Conversions
35% Revenue Growth in Under a Year
56 Organic Leads a Month and $500K+ Billed in Year One
None of these results came from a single tactic. A website that converts is worth little without traffic. Traffic is worth little without follow-up. Follow-up is worth little if the firm can’t be found in the first place. The firms that grow are the ones where those pieces are connected and maintained.
That’s what IMS builds: estate planning SEO and website systems for firms that need to be found, webinar funnels for firms ready to generate demand rather than wait for it, and paid advertising layered on top once the foundation can support it.
If you want the wider view of what’s changing in this market, we documented it in The Estate Planning Reset™, our 2026 industry report.
Every firm on this page started with a conversation. Not a proposal, not a pitch deck — a 30-minute call where we looked at their situation honestly and told them what we thought would move the needle.
The Discovery Call isn’t a sales call. It’s a diagnostic. We’ll look at where your firm is right now — your rankings, your lead flow, your referral dependency — and tell you what we’d do differently and why.
If it’s a fit, we’ll talk about what that looks like. If it’s not, we’ll tell you that too.