Section 07
Growth Strategy
The product is strong. The economics work. Now: how do we actually get clients? This section is where your network becomes our biggest asset.
"Your Private AI Department"
Growth Timeline
Launch Timeline
- Form LLC + operating agreement
- E&O and cyber liability insurance
- Draft client contract templates
- Build deployment playbook
- Stand up demo environment
- Research privilege implications
- Build legal compliance playbook
- Create pitch deck + one-pager
- Set up payment processing
- Partner identifies 10-15 warm leads
- Partner warm introductions
- First paid assessment ($2.5-5K)
- Close first SETUP client
- Begin content marketing
- Target 4-6 clients by Month 4
- Hire contractor at client 6
- Refine delivery from learnings
- Bar association speaking slot
- Launch referral program
- Form LLC + operating agreement
- E&O and cyber liability insurance
- Draft client contract templates
- Build deployment playbook
- Stand up demo environment
- Research privilege implications
- Build legal compliance playbook
- Create pitch deck + one-pager
- Set up payment processing
- Partner identifies 10-15 warm leads
- Partner warm introductions
- First paid assessment ($2.5-5K)
- Close first SETUP client
- Begin content marketing
- Target 4-6 clients by Month 4
- Hire contractor at client 6
- Refine delivery from learnings
- Bar association speaking slot
- Launch referral program
5 Growth Channels
Lawyer Network (Kim's Warm Leads)
Your SF legal network is the single most valuable go-to-market asset. Lawyers buy from people they trust. $25K-$50K decisions are often made by 1-3 partners. SF has the highest median lawyer income in the US ($224,370). The plan: identify 20-30 contacts, personal outreach, private demos for 2-4 attorneys per session, convert to pilot program.
Professional Associations
SF Bar Association (7,000+ members), State Bar of California (260,000+), ILTA, CMA, FPA. Strategy: Sponsor CLE events, write for bar publications, serve on tech committees. CLE/CE credits make every presentation a lead magnet.
Referral Program
$2,500 cash or credit per referral. Designed to feel like professional courtesy, not a marketing scheme. For the first 6 months, your network IS the referral program. "Founding Client" status for first 5 clients: permanent 15% discount on monthly fees in exchange for being referenceable.
Content Marketing
Two voices: Jake (tech expert) on LinkedIn/YouTube/blog, 3x/week. You (legal professional) on LinkedIn/bar publications, 2x/week. Newsletter "The Private AI Briefing" targeting 2,000 subscribers in 12 months. Goal: establish technical authority and professional credibility in parallel.
Strategic Partnerships
Technology integration partners (Clio, PracticePanther, NetDocuments), advisory/consulting partners (legal tech consultants, fractional CTOs), and eventual channel partners (white-label by Month 9+). 10% referral fee for strategic partners.
Sales Process
3-4 month sales cycle for $25K-$50K engagements — trust-first consultative process
$80K Year 1 Marketing Budget
| Category | Amount | % of Budget |
|---|---|---|
| Content production | $12K | 15% |
| Association memberships + events | $15K | 19% |
| Website + brand | $8K | 10% |
| Sales collateral | $5K | 6% |
| CRM + sales tools | $3K | 4% |
| Travel (local client meetings) | $6K | 8% |
| Referral program payouts | $10K | 13% |
| Partnership development | $6K | 8% |
| Advertising (LinkedIn Ads) | $8K | 10% |
| Contingency | $7K | 9% |
| Total | $80K | 100% |
Geographic Expansion
SF first for your network. Then expand to NYC (#1 lawyer market with 187,656 active attorneys), LA (easy travel), Chicago, and DC (highest mean lawyer salary at $226,510).