Proposal Document

Marketing Strategy Proposal

Potter Padilla & Pfau

Prepared By
Tal Freibergs
Graphic Design + Marketing
Prepared For
Wendy Pfau, Attorney
Potter Padilla & Pfau
Address
3852 E Colorado Blvd.
Pasadena, CA 91107
Date
June 2026

"A 90-day foundation engagement that builds the digital infrastructure every future marketing investment depends on — designed specifically for the economics and competitive landscape of Social Security Disability law."

Section 01

Research Investment & Findings

Before recommending a direction, a comprehensive research phase was completed specifically for Potter Padilla & Pfau. The following summarizes what was researched, what was found, and what it means for the firm's marketing strategy going forward.

Atticus Contract & Cost Analysis

Reviewed the updated April 2026 fee-sharing agreement and modeled its financial impact. The firm has paid $221,510 to Atticus since 2019 — averaging $31,644/year at the historical rate. The new 30% rate (effective May 2026) increases this to approximately $47,700/year — a $16,000/year increase — while Atticus bears no responsibility for case outcomes after referral.

SSDI Marketing Agency Landscape

Nine agencies that specialize exclusively in Social Security Disability (SSDI) marketing were identified and evaluated. Every agency in this niche charges a minimum of $2,500/month — with top firms charging up to $9,250/month. Three verified examples:

  • Firmidable — Founded in 1991, the self-described "#1 SSDI marketing agency nationally." Full-service: television, digital, SEO, pay-per-click, and branding. Pricing not public.
  • Grow Law — The only SSDI agency with publicly stated pricing: SEO services start at $2,500/month.
  • Neon Ambition — SSDI local SEO specialist. Their own website states: "At $7,200 max per case, you can't absorb the same cost-per-lead that a personal injury firm can" — directly acknowledging the economic constraints unique to disability law.

Google Local Services Ads (LSA) — Future Growth Goal

Google Local Services Ads (LSA) are pay-per-call advertisements that appear at the very top of Google search results — above all other ads and organic listings. When a potential client searches "disability attorney Pasadena," the firm's phone number appears prominently with a "Google Screened" badge. The client calls directly. No website visit required.

This matters because SSDI claimants often call rather than browse — they need help now, not a research project. LSA is the shortest path from search to phone call, and phone calls convert to signed cases at dramatically higher rates than web form submissions.

How it works in practice:

  • Google charges per qualified phone call received (not per click)
  • Estimated cost per call in Pasadena/LA metro: $50–$150
  • Compare: personal injury attorneys pay $240–$378 per call
  • The call is answered by a PP&P team member or a legal intake call center — similar in concept to how Atticus routes leads, but the firm keeps 100% of the fee

Ad copy (the words that appear in the ad) is a critical component — the right message determines whether a qualified claimant calls or scrolls past. Ad copy strategy is included in this engagement as part of the growth path planning.

Minimum industry spend to run LSA competitively: $1,000–$2,000/month in the LA metro market.

Prerequisites before LSA can launch:

  • 15+ Google reviews at 4.5 stars or higher
  • Google Screened verification (background check, bar license, insurance verification)
  • Fully optimized Google Business Profile
  • Clean NAP (Name, Address, Phone) consistency across all directories

This is a growth path goal — not a 90-day deliverable. The 90-day engagement builds every prerequisite LSA requires.

Call Center & Intake Vendor Landscape

Twelve intake and answering service vendors were evaluated across four categories: legal-specialty answering services, SSDI-specific intake platforms, AI-powered chat tools, and general legal intake services. A 3-finalist shortlist was produced. This research is available as a separate deliverable — call center coordination is not included in the 90-day scope.

Intake Quality & Conversion Benchmarks

Speed of response is the most underestimated factor in lead conversion. Research shows that responding to an inquiry within 5 minutes produces a 21x higher conversion rate than responding at 30 minutes (Velocify/Lead Connect study). Between 33–50% of legal inquiries arrive outside business hours (Ruby Receptionists/Clio data). Potter Padilla & Pfau currently has no after-hours coverage — meaning every inquiry that arrives after 4:30pm or on weekends goes unanswered until the next business day.

Citation Audit

Citations are business directory listings (BBB, Yelp, Avvo, Justia, etc.) that mention the firm's name, address, and phone number. Google uses citations as signals that a business is legitimate and active. An audit identified which high-value directories list Potter Padilla & Pfau and which do not. Unclaimed listings and local business directory opportunities are being prioritized for Phase 2+ work.

Compliance Review

California Rules of Professional Conduct 5.3 and 5.4 — which govern how attorneys may work with outside vendors for intake and lead generation — were reviewed. Any vendor arrangement must be structured so that the firm retains full supervisory responsibility and no fee-sharing with non-attorneys occurs. This framework is available as a separate document.

Additional, in-depth research documentation is available here → Research Documentation

Section 02

The Budget Reality

The firm's approved marketing budget of $500–$800/month places it below the minimum engagement fee of SSDI-specialized agencies in the country. This is not a criticism — it is a market reality that shapes every recommendation in this proposal.

Specialized SSDI Agency This Engagement
Monthly cost$2,500–$9,250/month$800/month or less
SSDI expertiseDeep, specializedResearch-informed
Contract length6–12 month minimums90-day flat fee
Setup time60–90 days2 weeks (GBP sprint)
ReportingMonthly90-day comprehensive
Ad spend includedSeparate (add $1,000+/mo)Not in 90-day scope

What $800/month can accomplish is real — but only when the work is sequenced correctly. The highest-leverage, lowest-cost work also happens to be the work that must come first. That sequencing is what this 90-day engagement delivers.

Section 03

Why Appeals Is the Right Starting Point

Not all SSDI marketing is equal. The strategic recommendation for Potter Padilla & Pfau is to focus on claimants who have already been denied — people actively searching for an attorney to help them appeal. Here is why this matters.

Reason 1
Lower Competition, Lower Cost

The keyword "SSDI attorney Pasadena" is dominated by large firms with large budgets. But search terms like "appeal Social Security denial Pasadena" or "ALJ hearing attorney San Gabriel Valley" are what SEO professionals call "long-tail keywords" — more specific phrases with lower competition. Lower competition means lower cost to rank for them, and lower cost per click in paid ads.

Reason 2
Faster Path to a Signed Case

A claimant at the appeals stage has already been through the system once. They know they need an attorney. They are not browsing — they are ready to hire. This produces higher conversion rates (the percentage of inquiries that become signed clients) than targeting first-time applicants who are still deciding whether to hire anyone at all.

Reason 3
Faster Path to Revenue

SSDI cases take 18–36 months from application to payment. But a claimant who comes to the firm already at the ALJ hearing stage is further along in that timeline. They represent faster potential revenue compared to a brand-new applicant starting from scratch.

Reason 4
Content That Stands Out

Most large SSDI firms produce generic content about applying for disability. Very few produce detailed, stage-specific content about what happens at a reconsideration, what to expect at an ALJ hearing, or how to appeal an Appeals Council denial. This content gap is an opportunity. When a denied claimant finds a detailed, helpful explanation of exactly their situation on the firm's website, trust is established before the first phone call.

The appeals focus is not about turning away initial applicants. It is about building a digital presence that is most visible, most relevant, and most trusted by the claimants most likely to hire an attorney immediately.

Data-Driven Validation: Phase 1 analysis will validate whether appeals-stage keywords are optimal for your market and client base. If the data reveals stronger opportunity in a different keyword cluster, content angle, or case stage, the strategy will adjust accordingly. The goal is to recommend the approach most likely to produce results for your firm — not to force a predetermined strategy.

Section 04

90-Day Scope of Work

Phase 1 — Weeks 1–4

Local Service Page Strategy

Foundational Setup (Weeks 1–2): Google Analytics 4 configuration and Google Search Console integration to establish baseline metrics for the website. Privacy policy review and update to ensure compliance with current California privacy law and disclosure of data collection practices.

Phase 1 begins upon receipt of deposit and completed discovery form. I will request a data export from your client database showing client residence (city and zip code) and case stage for the past twelve months, sorted by frequency. Example format:

Client ID Zip Code City Case Stage
C-2025-014291001AlhambraInitial Application
C-2025-014391006ArcadiaALJ Hearing
C-2025-014491107PasadenaReconsideration
C-2025-014591001AlhambraALJ Hearing
C-2025-014691016MonroviaInitial Application

Your team can export this directly from your case management system. Once this data is received, Phase 1 analysis begins.

Phase 1 work includes competitor mapping of five to eight disability attorneys currently serving your market area, identification of which cities they are targeting with local pages, and analysis of search volume for city-based attorney searches. Combined with your actual intake data, this analysis will reveal which geographic areas represent genuine opportunity — not assumptions.

The deliverable for Phase 1 is a written strategy document recommending six priority cities for local service pages. Each recommendation will include case volume data, search opportunity assessment, and competitive landscape for that city. The final list is subject to your approval before Phase 2 architecture work begins.

Phase 2 — Weeks 5–12

Local Service Page Development & Publication

Why Local Service Pages Matter

A claimant in Arcadia searching for help is not looking for a Pasadena attorney. They are looking for an Arcadia attorney. Google prioritizes results that match the searcher's location — and a page that specifically mentions Arcadia, references local landmarks and the local Social Security office, and targets city-specific search terms will outrank a generic page that simply says "we serve the San Gabriel Valley." Each city page serves as a separate front door for local search.

Phase 2 delivers six fully built and published local service pages — one for each of the approved cities from Phase 1. For each city page, content is written, optimized for the target search term, built on the website, and linked strategically to related pages and existing content.

Example: The Arcadia local service page targets searches for "disability attorney Arcadia." The page includes an introduction explaining Potter Padilla & Pfau's experience serving Arcadia residents, sections covering initial application, reconsideration, and ALJ hearing processes with specific reference to the local Social Security office and regional courthouse, local landmarks and geographic context that resonate with Arcadia residents, internal links to the firm's appeals-stage content and other city pages, and a consultation call-to-action. This structure — applied consistently across all six approved cities — creates location-specific entry points for claimants searching by city while maintaining unified messaging.

By Day 90, all six local service pages are live on the website, indexed by Google Search Console, and integrated into the site's internal linking structure. GBP posts during Weeks 5–12 begin referencing specific pages to drive initial traffic.

Concurrent Activity — Google Business Profile Posts

Throughout the 90-day engagement, I will create and publish three Google Business Profile posts per week. Posts will rotate across content types: SSDI appeals process tips, local area information, myth-busting facts, consultation prompts, and Q&A responses. All posts comply with California State Bar Rule 1-400 governing attorney advertising.

Section 05

What's Not Included (And Why)

The following are deliberately outside the scope of this engagement. Clear boundaries protect both parties and ensure the 90-day work stays focused on what produces the most impact.

Not Included Why
Blog & article writing Content needs local service page architecture first — blog posts without structure have nowhere to link and limited SEO value
Google LSA / paid ad management GBP must be optimized and 15+ reviews built before paid ads perform cost-effectively
Call center coordination Separate engagement scope; 3-finalist shortlist available upon request
Social media management Lower priority than owned search infrastructure at this budget level
Ongoing citation management NAP cleanup is a one-time fix; ongoing management is minimal after the initial correction
Section 06

Deliverables & Reporting

At the conclusion of the 90-day engagement, the following will be delivered:

  • Local Service Page Strategy & Blueprint — Phase 1 deliverable. Written strategy document recommending six priority cities with competitive analysis and search volume data. Detailed blueprint specifying page structure, content sections, target keywords, SEO-ready copy outlines, meta-descriptions, internal linking maps, and implementation instructions for each approved city. This blueprint serves as a professional "instruction manual" — if the firm chooses to hire another developer, they have everything needed to build the pages to specification.
  • Six Local Service Pages (Built & Live) — Phase 2 deliverable. Six highly localized landing pages for approved cities, each built to the Phase 1 blueprint. Each page targets a geographic search term (e.g., "disability attorney Arcadia"), includes location-specific details (local landmarks, regional Social Security office references, courthouse information), incorporates appeals-stage content tailored to that city's demographics, and links strategically to related pages and appeals content. All six pages are live, indexed in Google Search Console, and integrated into the firm's internal linking structure. These are not generic landing pages — they are localized assets designed to capture city-specific search traffic.
  • Google Business Profile Posts (Weeks 1–12) — Three posts per week published throughout the engagement, designed to bridge the new Local Service Pages and GBP. Posts repurpose research conducted during Phase 1 and explicitly drive traffic to the new city pages as they launch. Content may consist of SSDI appeals-stage tips, local area information, FAQs, and consultation prompts. All posts comply with California State Bar Rule 1-400.
  • Growth Path Recommendations (Data-Driven Report) — Delivered on Day 90. A written analysis of 90-day performance data (page traffic, GBP impressions, conversion patterns) with specific recommendations for Months 4–12. The report evaluates three expansion paths — Google LSA activation, appeals-stage content hub development, or geographic page expansion — and ranks them by viability based on actual performance metrics. This is not speculative; it's a data-backed decision matrix to guide next-phase investment.

A note on timelines: SEO is a long-term investment. Industry research consistently shows that meaningful organic traffic results require 6–12 months minimum — a timeline acknowledged by every specialist in the field and consistent with Google's own guidance. The 90-day reports will show whether the foundation has been correctly built. Measurable lead flow from organic search should be evaluated at the 6–12 month mark, not at 90 days. Google Local Services Ads, once launched, can produce phone calls within days — which is why LSA is the target for Month 12 and beyond.

Section 07

The Growth Path — Months 4–12

This section is not included in the 90-day fee. It is provided as a roadmap so the firm can see where this engagement leads and make informed decisions about continuing.

Every element of the growth path — page topics, content priorities, budget decisions, and timing — will be presented as a recommendation and implemented only with Wendy Pfau's explicit approval. This is a collaborative roadmap, not a predetermined plan.

Months 4–6

Local Service Pages Built

The architecture validated in Phase 1 is implemented — pages are written, built, and published on the website. Each page is optimized for its target search term and geographic area. Internal links connect the pages to each other and to existing content. GBP posts begin referencing specific pages to drive traffic.

Months 6–9

Case Study Content

Generalized outcome stories are written and published — describing real case types and results without identifying any individual client. Example format: "A 54-year-old Pasadena resident with degenerative disc disease was denied at the initial application stage. After retaining representation for an ALJ hearing, benefits were awarded including significant back pay."

Compliance Note

Case studies are written in accordance with California State Bar Rule 1-400. No client names, no specific identifying details, no guarantees of similar results. All outcomes described will be accompanied by the required disclaimer: "Past results do not guarantee future outcomes."

Real examples of how other SSDI firms use this approach:

  • Reyes & Reyes Law Firm — Uses anonymized age/occupation descriptions: "58-year-old male construction worker," "49-year-old single mother with fibromyalgia"
  • Disability Help Group — Uses condition + outcome format: "57-year-old former Behavioral Aide — approved for full back pay and ongoing benefits after two prior denials"
  • Gonzalez & Goetz — Uses age/location/prior history format with ALJ hearing outcomes

How Case Studies Are Created — The Questionnaire Process

Case study content will be collected via a standing online form. When a notable case closes, Wendy or a staff member submits the form. No meetings or additional coordination required.

Each questionnaire asks:

  • What stage did the client typically come to the firm at?
  • What were the primary barriers to approval at that stage?
  • What evidence or documentation made the difference?
  • What was the general outcome?
  • What would you want a potential client in this situation to know?

Wendy's answers become the factual foundation for each case study. All writing is done from her responses — no additional time required beyond completing the form.

Tone & Voice Matching

Prior to writing any case studies or attorney-bylined content, a brief tone and style intake will be conducted — including a review of existing client communications such as emails or letters — to ensure all published content authentically reflects Wendy Pfau's voice, vocabulary, and professional approach. This is standard practice in legal content marketing and produces content that reads as genuinely hers — because it is based entirely on her expertise and her words.

Months 9–12

Condition-Specific Content Hub

Pillar pages and articles targeting major diagnoses (fibromyalgia, ME/CFS, PTSD, degenerative disc disease, etc.). Each article incorporates embedded case study narratives showing real client outcomes without identifying details. Articles link back to LSPs and internal appeals content, establishing vertical authority around specific conditions. This approach captures diagnosis-specific search traffic and positions PPP as a go-to resource for claimants researching their condition and legal options.

Months 12–15

SSDI Appeals Content Hub

Following the roadmap established in Section 3 (Why the Appeals Niche Is the Right Focus), content production focuses on the appeals process. This deepens the firm's visibility for searches like "ALJ hearing attorney" and "appeal Social Security denial" — terms that attract claimants ready to hire immediately.

This tier of content establishes Potter Padilla & Pfau as the go-to local resource for appeals-stage claimants and supports the organic search strategy established in the 90-day engagement.

Month 15+

Client's Choice — Three Paths Forward

By Month 12, the data will clearly show which direction produces the best return. Based on what the analytics reveal, one or more of the following paths will be recommended — the final decision is always the firm's.

Path A — Google Local Services Ads (LSA) Launch

If review velocity is strong (15+ reviews at 4.5 stars) and the GBP is performing well, LSA becomes viable. Ads appear at the very top of Google for disability attorney searches in the Pasadena/LA area. Phone calls come directly to the firm or to a legal intake call center — similar to how Atticus routes leads, but the firm keeps 100% of the fee. Estimated cost per call: $50–$150. Minimum recommended monthly budget: $1,000–$2,000. Ad copy strategy is included in LSA launch planning.

Path B — Expand Content Marketing

If organic search traffic is growing steadily, the better investment may be accelerating content production — more appeals-stage posts, more condition-specific articles, more case studies. This builds long-term authority without paid ad spend.

Path C — Expand Local Service Pages

If certain geographic areas are showing strong GBP impressions but no dedicated local page exists, expanding the city page footprint captures that demand. Additional pages can be added to the existing template efficiently.

The right path at Month 12 depends entirely on what the data shows. A written recommendation with supporting analytics will be provided at the 90-day mark and again at Month 6 — so the firm always has current, evidence-based guidance rather than guesswork.

Each phase depends on the previous one. The 90-day engagement is not optional preparation — it is the sequence that makes everything that follows work.

Professional Authority — LinkedIn Strategy (Months 6–12+)

As local service pages establish geographic authority, LinkedIn strategy can amplify professional credibility. This includes personal profiles for Wendy Pfau and Rebecca Padilla optimized for SSDI expertise, a company page highlighting firm history and cases, thought leadership article publishing, and potential professional group development. LinkedIn strategy will be proposed separately once the local page foundation is established.

Section 08

Investment & Payment Terms

90-Day Engagement Fee
$1,800

Fixed fee. No hourly billing. No scope creep.

Amount Due Milestone
$300Day 1Upon signed agreement — work begins
$300Day 30Phase 1 (Local Service Page Strategy) complete
$600Day 60Phase 2 pages built and published
$600Day 90All 6 LSPs live, integrated, and indexed

No work begins until the Day 1 payment is received. Each subsequent payment is tied to a completed phase milestone.

Section 09

Next Steps

This proposal is provided for review and planning purposes. There is no urgency to decide immediately. Review it when it's convenient — ideally after the Route 66 Centennial project wraps (target date August 1, or sooner if complete earlier). Once you've reviewed it and have questions or are ready to discuss, reach out at your convenience.

When you're ready to move forward:

  1. Review the proposal and note any questions or adjustments
  2. Reply by email or phone with your approval or feedback
  3. Upon approval, invoice for the $300 deposit will be sent
  4. Work commences within 5 business days of signed agreement and deposit receipt
Tal Freibergs
Graphic Design + Marketing
714-713-5129
tal@trezian.com
Supporting Material

Research Documentation

The following research was conducted in preparation for this proposal. It is provided for reference. While some of these research areas explore options that may exceed the current budget, they represent strategic goals and pathways that Potter Padilla & Pfau can work toward as the firm's marketing capacity grows.

01
SSD Lead Acquisition & Intake Channels — Lead Channel Research Report
Full analysis of Google LSAs and call-center pre-qualification as a replacement for Atticus referrals. Covers economics, LSA details, vendor landscape, conversion benchmarks, compliance brief, and recommendations. Prepared May 2026.
02
Call Center & Intake Vendor Research Report
Detailed evaluation of 12 intake and answering service vendors across 4 categories. Includes pricing, SSD experience, exclusivity terms, key integrations, and Rule 5.4 risk assessment.
03
Intake Quality & Conversion Benchmarks Report
Data-driven analysis of intake quality standards and conversion rate benchmarks for SSD law firms. Covers speed-to-lead research, after-hours impact, and industry performance standards.
04
Compliance Framework for Outsourced Intake & Lead Generation
Review of ABA Rules 5.4 and 7.2, California-specific rules, SSA EDPNA regulations, and practical guardrails for working with outside intake vendors.
05
Vendor Shortlist — 3 Finalists
Final recommendation of three call center vendors with side-by-side comparison across 12 evaluation criteria.

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Prepared June 2026 by Tal Freibergs | Graphic Design + Marketing
Confidential — prepared exclusively for Potter Padilla & Pfau
714-713-5129 · tal@trezian.com