Case Study for The Legacy Wills Company
From formal to friendly - a modern brand that wins trust and enquiries
“Helpful, enthusiastic and always finding new ways to help us.”
John Ireland – Director, The Legacy Will Company
Modern brand and website launched
Automated follow up installed
Social presence and content plan increased
Client Snapshot
The Legacy Will Company has over 35 years of experience in estate planning and will writing. They wanted a brand that felt modern, approachable and clear, while keeping the authority and reassurance their clients expect.
The Challenge
The site and brand felt dated and formal, which made it harder for new visitors to take the first step.
The message was service led rather than client led, there was no clear next action, and follow up relied on manual effort.
We needed to refresh the brand, simplify the customer journey, and install light automation so more consultations happen without extra admin.
Objectives
Refresh the brand for a wider audience without losing trust, redesign the website to make the path to consultation obvious, and implement simple marketing automation so every enquiry is acknowledged, nurtured and booked. Keep everything easy for the team to run day to day.
Our Action Plan
Phase 1
Define exactly who you want, why they’ll choose you, and how you’ll stand out.
Phase 2
Find the Leaks
Pinpoint where your current system is losing enquiries and where the fastest wins are hiding.
Phase 3
Craft Magnetic Messaging
Copy that speaks directly to pain points, answers objections, and builds instant trust.
Phase 4
Activate the Conversion Engine
Your key pages do one job: turn visits into booked calls or quote requests with one obvious button and a short, simple form.
Phase 5
Automate
Follow-Up
Every enquiry gets a fast reply, a clear confirmation, and gentle reminders, so good leads don’t go cold and more people show up.
Phase 6
Launch Buyer-Ready Traffic
Set up high-intent traffic sources that attract the right visitors (not just more visitors).
Phase 7
Measure, Optimise, Improve
Track the numbers that matter and refine each month for better results.
Phase 8
Scale What Works
Double down on winning channels and keep quality enquiries flowing consistently.
Results
Brand that feels modern and trusted
Clearer path to consultation
Nurture and reminders running 24/7
“Krystal is always helpful, enthusiastic and keen to find out different ways to help us. She has a great way of explaining what to do regarding our marketing and how we can also do things ourselves. Our meetings are really beneficial and I always look forward to them. Krystal is also great at sharing marketing ideas and suggesting some great books to read!”
John Ireland - Director, The Legacy Wills Company
Four things that make working with us different
Guaranteed Enquiries
We guarantee measurable client enquiries within 90 days, or we keep working at no extra cost.
Total Transparency
You’ll see exactly what we’re doing, why, and how it’s performing in easy to understand way.
You Own Your Marketing Assets
Your website, your domain, your content, your data, your accounts. Always.
We Understand Your World
We understand your business challenges and regulatory requirements.
