STARTING WITH AN AUDIT AND EVALUATION
Before making decisions about marketing strategies, firms should begin with a thorough audit and evaluation of their current capabilities and needs. Many firms may be able to evaluate their client base and marketing efforts independently, using internal insights to identify gaps and opportunities. However, engaging an experienced marketing and business development consultant — particularly one with in-house law firm experience — can help expedite the process and lead to more efficient and targeted solutions. A consultant’s expertise can provide additional clarity and ensure that the audit aligns with the firm’s strategic goals.
THE CASE FOR SMART OUTSOURCING
Outsourcing marketing functions can provide immediate capacity and expertise without the overhead of full-time hires. External providers offer specialized skills that are often too costly or impractical for smaller firms to maintain in-house. For example:
- Brand Development: Branding firms can craft compelling narratives and visual identities that differentiate your firm in a crowded market. This expertise, while extraordinarily important, is often needed on an episodic basis, making outsourcing a practical choice.
- Content Creation: Freelance writers, graphic designers and video production teams can produce high-quality marketing materials on an as-needed basis, ensuring cost-effectiveness and flexibility.
- Digital Marketing: Agencies specializing in search engine optimization (SEO), social media management and paid advertising bring technical knowledge and tools that are challenging for small in-house teams to replicate.
- Market Research: Outsourced professionals can provide deep insights into industry trends, competitor analysis and client preferences, allowing firms to make data-driven decisions without a long-term investment in internal staff.
While outsourcing offers many benefits, it is not a one-size-fits-all solution. Over-reliance on external resources can lead to inefficiencies, misaligned messaging and a lack of internal accountability. That is where strategic internal hires come into play.
BUILDING INTERNAL CAPACITY
A successful marketing strategy requires a core internal team that not only manages and integrates outsourced efforts but also actively contributes to their own deliverables. This team should work on strategic and operational tasks while ensuring alignment between the firm’s leadership and external providers.
A successful marketing strategy requires a core internal team that not only manages and integrates outsourced efforts but also actively contributes to their own deliverables.
Outsourced resources should complement the internal team by providing additional capacity and deeper expertise and advising in specialized areas. Such a structure ensures that all marketing initiatives are cohesive, impactful and aligned with the firm’s strategic goals. Consider the following internal roles:
- Marketing Manager: This individual should have the skills to manage external vendors, coordinate campaigns and measure return on investment (ROI). A marketing manager with a background in professional services is particularly valuable, as they understand the nuances of law firm marketing.
- Business Development Specialist: Tasked with identifying and nurturing client opportunities, this role complements marketing efforts by focusing on relationship building and lead generation.
- Content Strategist: Having an in-house expert to guide content direction ensures consistency and relevance across all marketing channels, even if the actual content production is outsourced.
Staffing ratios are often used as benchmarks to determine the appropriate number of marketing professionals relative to lawyers. While these ratios can be helpful, they should not be considered rigid or controlling. Small firms with a limited number of revenue producers may operate effectively with higher lawyer-to-marketer ratios. However, firms with aggressive revenue goals, heavy reliance on lateral recruitment for growth or a focus on expanding market share often require significantly lower ratios to meet their objectives. If staffing is going to be constrained due to budget or other reasons, incorporating a hybrid approach can help to offset the often-voluminous workflow many marketing departments experience. The previously referenced audit of the firm’s needs, goals and market strategy will uncover these requirements and provide the necessary insights before any hiring decisions are made.
SIMPLIFYING MARKETING WITH CONFIGURABLE SOFTWARE TOOLS
One of the most significant barriers to effective marketing in small- and medium-sized firms is the lack of structure. Simple, user-friendly tools can make a substantial difference:
- Experience Management Platforms: These platforms simplify tracking and presenting the firm’s successes, particularly for B2B clients. They enable firms to showcase their experience effectively.
- Customer Relationship Management Systems: Proven CRM solutions exist to fit specific firm needs, enabling seamless integration with email and digital marketing tools. These systems can often track client engagement and automate follow-ups effectively.
- Analytics Dashboards: Platforms providing real-time data on website traffic, user behavior and campaign performance help firms refine strategies and measure success.
Most marketing technology platforms are now cloud-based, minimizing IT support needs and embedding robust security measures. This allows firms to adopt sophisticated tools without extensive internal technical resources.
TAILORED STRATEGIES FOR SUCCESS
Every firm is unique, and the optimal balance between outsourcing and internal capacity will vary. The key is to evaluate your firm’s specific needs, strengths and limitations. Consider the following steps:
- Set Clear Objectives: Define what success looks like for your marketing efforts. Whether it is increasing website traffic, improving client retention or generating new leads, clear goals will guide your decisions.
- Invest in Training: Equip your internal team with the skills they need to manage external providers and use marketing tools effectively. This investment pays dividends in improved efficiency and results.
- Build a Feedback Loop: Regularly review the performance of both internal staff and outsourced vendors. Use metrics to determine what is working and where adjustments are needed.
The choice to outsource or build in-house capabilities is not binary. Instead, it is about finding the right mix that aligns with your firm’s goals and resources. With the right strategies and investments, small- and medium-sized firms in the B2B space can overcome the marketing challenges they face and seize the opportunities before them.