Choose your private consulting plan
NOTE: THESE PROGRAMS WILL BEGIN JANUARY 1, 2026
GROWTH
ADVISORY
You’re growing. You’re close to or at capacity. You’re close to six figures or already there. This is your first step into private consulting — designed for paralegals who have traction but need sharper marketing, stronger positioning, and the systems to bring in more aligned clients.
$4,500 or
$1,600 x 3 months
FOCUS AREAS:
✔️ Brand audit + messaging refinement
✔️Website copy overhaul & conversion recommendations
✔️LinkedIn Level-Up (profile revamp + content positioning + visibility strategy)
✔️Client acquisition faucets: LinkedIn, referrals, partnerships, and light PR
✔️Simple evergreen funnel setup (lead magnet, nurture, CTA)
✔️Lite operational improvements (intake flow, onboarding, basic automations)
✔️Pricing + offer optimization
✔️Early-stage marketing campaigns: email, content, nurture
✔️Bottom funnel marketing campaigns: content, paid advertising, etc.
WHAT’S INCLUDED
✔️ Bi-Weekly 1:1 Consulting with Jaclyn (6 total)
✔️Custom brand, messaging, and marketing action plan
✔️Funnel strategy + recommendations
✔️Access to tools, templates, and marketing files
✔️Private SLACK channel during the 3 month engagement
✔️End of 3 month evaluation + next steps
THE HALF-MILLION
BREAKTHROUGH STRATEGY
$15,000 or
$5,100 x 3 months
High-level consulting for paralegals approaching multiple six figures ready to transition out of day-to-day delivery and into true CEO mode. This is where your business shifts from “busy with services” to “scalable paralegal company.” The marketing is still refined - but the focus moves to automations, scalability, hiring, operational systems, and replicable delivery.
✔️ Full business audit
✔️Evergreen marketing funnel architecture
✔️LinkedIn Level-Up (profile revamp + content positioning + visibility strategy)
✔️CRM + automation redesign (repeatable pipelines + follow up systems
✔️Capacity planning, utilization modeling, profitability dashboards
✔️Offer restructuring for higher leverage (agency, subscription, etc.)
✔️Hiring strategy (roles, job descriptions, delegation, SOPs)
✔️Plans to remove YOU from day-to-day delivery/client facing
✔️Light marketing improvements and focus points to maintain growth consistency
✔️CEO decision support + business architecture
FOCUS AREAS:
WHAT’S INCLUDED
✔️ Bi-Weekly 1:1 Consulting with Jaclyn (6 total)
✔️Custom half-million blueprint (offers, systems, hiring, metrics)
✔️Revenue, margin, and capacity modeling tools
✔️Custom CRM + automation recommendations (and mapping)
✔️Private SLACK channel during the 3 month engagement
✔️End of 3 month deep-dive and next steps planning session
✔️Advisory-level support + decisions that move the business forward
THE HALF-MILLION
IMPLEMENTATION PACKAGE
Starting at $25,000 or
$8,500 x 3 months
For paralegals scaling beyond $500k+ who want full advisory and potential exit-planning.
FOCUS AREAS:
✔️ Weekly 1:1 Consulting with Jaclyn (12 total)
✔️Two Implementation Sprints (funnel, CRM, hiring workflow, or offer buildout — you choose priorities)
✔️Unlimited Slack or Voxer audio support (M–F) for high-velocity decisions
✔️Full review + optimization of 3 core revenue assets
✔️VIP Scaling Intensive (4–6 hour private deep-dive)
✔️Access to the Paralegal Business Template Vault (SOPs, hiring scorecards, onboarding scripts, dashboard templates, etc.)
✔️Hiring pipeline + delegation restructuring plan
✔️ CEO schedule overhaul + “remove you from delivery” execution plan
✔️ Custom 12-Month Scaling Roadmap (offers, pricing, hiring, revenue milestones, capacity plan)
✔️Implementation Sprints (strategic build weeks)
✔️Evergreen funnel + revenue asset optimization
✔️CEO schedule + delegation reconstruction
✔️Hiring pipeline + operational removal plan
✔️Offer + pricing remodel with guided implementation
✔️Scaling infrastructure + 12-month roadmap
✔️High-access strategic support (audio coaching)
✔️Leadership & development coaching
WHAT’S INCLUDED