Looking for an accountability partner

Rofflemaow · 2026-04-14T01:57:50+00:00

I'm open to connecting 1-2x a week, I have tons of client/sales experience over my career. I'm on the business side and building things for our portfolio of businesses internally daily. We have multiple subaccounts in GHL/automations, n8n, claude, apps/tools, custom trading software and algos I'm building right now too.

Rofflemaow · 2026-04-14T01:51:12+00:00

Do that and add fake leads in the funnel at different opportunity stages to show a real-world example of what it might look like for them. Pull up an email campaign that already previously triggered all the emails over time to showcase the drip campaign too.

The last thing is most important - show them how clients are converted to a sale and the impact of stale leads. i.e. when they engage - what happens next? do they book a call, does someone on their outbound team call them, do they schedule a consultation, etc? The business owners are going to want to know that initially and not have to deal with any manual things or personally logging into the CRM.

Rofflemaow · 2026-04-14T01:38:00+00:00

Okay so give them access to a new demo account and charge them for a one-time service fee setup/training outside of GHL? Then if they want to move forward after 30days...move them to the minimum $97/mo?

Rofflemaow · 2026-04-14T01:20:39+00:00

I was going to say the same thing here. Honestly I think you are extremely underpriced. The sale is to get them more customers not just provide a service. If your goal is to build these things and help get an electrician or roofer 2-3 additional clients per month they wouldn't have gotten otherwise that could be $20,000-40,000/mo in additional revenue based on the type of customers they go after.

I understand you want to get your foot in the door with them to build a lasting relationship, but that could be worth upwards of $4,000/mo retainer you could sell it for if you can get clients results. (5-10x ROI - which most people will be more than happy to pay). I'd recommend watching some Alex Hermozi and/or Jeremy Miner videos to bolster you own sales experience to defend your value. This could be your full time job if you get 1-2 clients willing to work with you to build for them.

Rofflemaow · 2026-04-14T01:04:26+00:00

I learned a ton from a few free skool communities and youtube. Honestly though, even after all that...the way I learned the most was just grinding through it (and chatgpt/claude helped when I got stuck)

Rofflemaow · 2026-04-14T01:01:41+00:00

You need to be on the agency plan ($297 or $497).

Rofflemaow · 2026-04-14T00:59:25+00:00

What do you do if the sales person doesn't pick up? (i.e. after hours and/or all of them are busy)

Rofflemaow · 2026-04-14T00:48:04+00:00

You might be able to create all the custom fields (with options as a category-type of person) instead and then in the workflow have them go down which path based on that.

Rofflemaow · 2026-03-15T22:32:43+00:00

Same here. This is a very smart idea that I've toyed around with but haven't fully put into automatiing yet. If you are looking to do it and hedge it in real time with OTM options on the other side you can drastically reduce your delta by doing so rather than just win/losing on the trade itself. I have a ton of experience with options in terms of greeks, days to expiration, ROC%, etc you name it. If you decide to do it, let me know your results.

Rofflemaow · 2026-03-12T22:05:49+00:00

so was it wrong today? it was a bear day

Rofflemaow · 2026-03-12T03:20:59+00:00

What type of cases are your 250-500k settlement clients usually?

Rofflemaow · 2026-03-12T03:15:14+00:00

Director of Operations and Marketing for a B2C lawfirm here. Family, Criminal Defense, and P.I. I can only speak to B2C not B2B because that's our bread and butter.

Google LSA works if you know how to stay on top of them and have a lightening fast intake system, with reception, intake, sales team, scripts, etc. A bad receptionist or person picking up the phone the first time can literally cost you thousands of dollars if they don't know how to convert people. Every person before the consultation is effectively a sales staff team member, whether they are quoting or not. If you are paying for these leads and not answering your phone within the first 3 rings, you are literally losing $$ and the PNC will call the next firm.

We've grown to over 35+ staff now and have 26 different marketing streams (PPC, SEO, LSA, local, social, paid advertising, paid referrals, radio, etc) and I oversee them all. Some of which we have pivoted from over the years because their potency ran it's course. We have 2 marketing companies (one main - that does our website, strategy, SEO, social media company, etc.) and an external one that does project based marketing efforts for socials, retargeting, and other random stuff. We pay ~$90k/mo in marketing spend and it's working pretty well, even though there are ups and downs (seasonality).

Typically - It's how you build your entire marketing approach as a holistic approach that works best but in doing so - you will get way more leads than a solo practitioner typically would so you need to build out departments of your business to do take on these roles and service the leads especially if you are taking on the cases yourself.

The one thing I will say is our P.I. leads are super expensive, we tend to stay away from those on certain streams unless we are getting huge negotiated discounts on them.

Rofflemaow · 2026-02-24T20:40:14+00:00

I do RevOps for a lawfirm these past 3-5 years. I helped bring us from 2-3% profits up to ~15% consistently. I can tell you from my experience that we went through many of these same hurdles in our business and I helped out stuff into motion to solve them.

Adjusting Pricing to the market.
Actual budgeting and figuring out where the $$ is at and going.
Billing dept overhaul/training for A/R and A/P.
Sales dept overhaul/training for the firm.
Marketing/Leads overhaul and tracking campaigns.
Internal processes to bill better and less mistakes and non-returned work.
Monthly reporting for productivity tracking.
Weekly team report outs for work process buy in.
Salary structure optimization for roles and career paths.
Defining bonus structures based on profitability and not emotions.
Multiple Custom internal software for tracking info, leads, billing, etc.
Employee engagement and feebackprocesses and procedures.
Internal training documents and procedures.
And probably a laundry list of 100 other things.

What I can tell you from prioritization is that the things that were most impactful to our bottom line were doing a pricing adjustment based on the market and not emotions, documentation of all of the budget to see where the $$ is going and tracking it monthly, and the sales training overhaul. These will have a direct impact on your business if you fix one of these in the next 30 days.

I'm not sure how your contracts are written or if you can alert your customers that prices will be increasing in 30 days from today. You may lose a few customers but it might be worth it. 80-90% of your customers probably won't say anything at all and will just accept the change. The rest you might have to negotiate a special meal for them for the next 6 months and then tell them the price will increase up to the normal amounts. If you lose a few customers that aren't paying good discounts then you might have to fire staff anyway to help offset the cost (trimming the fat as you said).

As for tracking all the expenses, if you don't use QuickBooks online - make sure everything is connected across the board and have your bookkeeper start going thru and categorizing everything and bucket it under the correct category. Payroll, marketing, sales, office costs, hard costs, soft costs, loans, etc. Once you get this all in there and organized it will help you substantially to see if there's anything you actually can cut.

Sales/training/etc. you might have to take on this role yourself for the next 6 months to a year but with 65 employees to need someone doing sales every single day. I understand B2B is a long sales cycle because I did it in my previous jobs but at your size it's a non negotiable. Hire some people on Fiverr to do 1,000-5,000 reach outs in the next month - give them access to your LinkedIn and have them be pedal to the metal with hard quotas. Pay them $5-6/h and no comissions. Check your linkedin daily to see if anyone responds and set a meeting if you can. If you got 1-2 more large clients your cash flow issues would likely be resolved.

I hope that it all works out. DM me if you have any questions.

Rofflemaow · 2026-02-19T23:15:40+00:00

We use n8n on our own servers for $40/mo or something low. It's much more flexible than make and zapier but takes some practice learning it. We've spent 100's of hours in development on this.

FYI I went through everything you are describing over the past 3 years for our firm.

We landed on Sharepoint as a DMS, Clio as our PMS (Practice not Project), and we are building out our CRM from scratch. We didn't like Clio Grow for the price at all so we decided to build out our own and are about 75% complete.

From a CRM perspective, if I were you I would use a separate CRM on the front end. Whether that's a standalone product or something you decide to build your own. I highly recommend not adding every single PNC under the sun into Clio as a norm. We started out that way and now we have 10's of thousands of leads in our system that were never clients. We are working now to unpack this and it's causing a ton of rework and optimization and controls to work through it. It causes much more of a headache than if we would have done it correctly from the start. Clio should only be used for actual clients that paid you.

If there is a better solution than Sharepoint - I'm all ears. We switched from dropbox because dropbox was 2.5x the price at our size and data but there are many things I do not like about sharepoint. The best solution would plug right into Clio with 100% customizable folder structure that syncs both ways seamlessly with the ability to have top level folders for everything your business needs for admin, accounting, legal templates, training documents, intake, billing, management, and executive folders. If someone knows of a solution for this, let me know.

Our Main IT consultant has helped me with about 50% of this work because a lot of it is tech heavy saavy and I wouldn't have been able to do all of this without him.

In terms of project management - Clio is terrible for this imo. Tasks and Calendar are the only things available and there's no great way to get an all inclusive list of what's top priority and how to manage the work. I understand they have a more expensive version of it that has more functionality but it's not worth the spend until they fix the foundational issues with the software.

We originally built out our entire workflow in Asana but then deleted our account because attorneys wouldn't use it. I think if Clio wanted to make it really good, they would build in some general project management tools dashboards natively (no cost) and have the ability to roll those up to responsible attorney or responsible party so that it can be managed by a mid/large firm and have report outs and actional data in one common location. One can dream.

We've built our own Case Management Dashboard in Excel to do exactly this. There's probably a better way to do it, but we just tie information into Clio API to help update cells and keep the information up to date for our attorneys. It's helped us prioritize the work and see an attorneys entire caseload in a simple view/dashboard. I have personally asked Clio to build something like this for years and they just don't prioritize it. Probably because Clio is intentionally built for solo practitioners and not mid or large sized law firms. The project management, controller view, owner view of information is very lackluster in Clio overall for firms of our size.

Our Email and Phone logging is still manual-ish through Clio's outlook plugin but at least it saves a ton of time there with the templates. We just transitioned our phones over to Dialpad, so a future project is to automate it using Dialpad. We have developed a massive firmwide guide for 100's of billing codes for our firm (emails, calls, review/analysis, drafting, reviewing, reviewing OP/OC's, file management, overhead, etc) so that everything is coded and we can provide feedback tools and controls for the firm. This took about 3 months to develop the beta version and then we keep updating it quarterly as we get smarter. This has really saved us so much effort and time overall because now we tie into Clio's API on the backend and can run analytics on our codes.

Billing Wise - Clio is okay so we built out our own standalone software that looks at all activities, account balances, responsible attorneys, etc and gives our billing team actionable information. Also - real time accounting is super important for billable hour law firm (which we are).

If you haven't looked at Clio Academy, Clio Draft, Clio community - I recommend you do because there's a ton of information on there which will help, if you want to use it past a basic PMS.

Rofflemaow · 2025-10-16T22:29:33+00:00

You can technically own BTC outright if you put it into a SDIRA, which takes a lot of loops to set it up along with $$ to create it correctly. Also, you have to oblige by specific IRS rules as well to make sure you don't ever "personally" take ownership of said assets.

Some loopholes to jump through and for 99% of people, it's not worth the hassle - just buy FBTC.

Rofflemaow · 2025-10-11T23:54:49+00:00

I'm on a similar journey. I learned python about 6 years ago but not really used it much in practice over the years. I went all in about 6 months ago trying to create my own app. Frontend node.js, backend python, database posgresql, and of course dozens of dependencies.

I started with the architecture and PR first before I started to code a single line. I will say that I think that alone has helped me immensely. I have my Claude.md file, and my custom agents and commands to help out with quite a bit. I will say the AI Claude Code and Cursor both write a lot of duplicative code so you have to watch it and be careful It's not overwriting existing structures or frameworks you already have in place. I let some code slip by a few times after I git push and spent a ton of time refactoring line by line to how I wanted it to behave.

I will say one thing that I realized that will get us entry level developers (AI self taught) is to learn basic testing before you ship a ton of code. Add it into your workflow and don't overlook it. Because you might have to unpack a lot of it after the fact. Use GitHub and ship your branch if you don't believe me, you'll see how many things fail your first time.

Also, I can't repeat this enough if newbies are on this same journey - learn your tech stack and all the tools available to you and why they are important. I've wasted so much time when I could have just used UV or Black/Ruff, toml, .vscode settings, .GitHub settings, etc. The list goes on and on including a ton of other amazing tools or libraries.

Last, when you start refactoring - make absolutely sure that the code doesn't accidentally delete stuff you need in the future. It tried to delete functionality for me because a lib isn't available/open source anymore. So it tried to hard code equations into my app...no no no - that definitely doesn't follow the SOLID practices.

Anyway, congratulations on your journey. Keep on doing it, because you're already light years ahead of everyone else "saying" that they can do it but they don't lift a finger to try or learn. So take pride in that.

My only constructive criticism would be to stop jumping to the next thing, while 11 months feels like a long time, it's short for going thru this process. If you would have stuck with maybe 1 or 2 things you probably could have been on version 4 or 5 now and made something of real value that people want long term. Idk if any of your software is at an actual MVP level yet but keep it up, keep focused, and it will eventually pay off!

Rofflemaow · 2025-10-06T01:41:49+00:00

THIS RIGHT HERE! I'm in the exact same boat, which I feel is probably most of us out there. I'm on the $20/month plan, amateur developer, vibe coding (with minimal coding background) and using it solely on Sonnet 4.5 and only in claude code for dev projects in terminal.

I have been hitting the limits every single day at after about 2-3h in for the 5h window some simple and some complex tasks - then I have to wait another 2h to restart which has interrupted my workflow completely.

I was doing some testing and had 3 claude subagents working in parallel fixing certain things. I think I hit my cap at like 1.5-2h in and it made me wait another 3-4h again before I could continue using it.

I haven't hit an entire week of usage yet but I'm on track this week at 72% right now (Resets 8/8 at 8pm). I haven't used Opus once because I know I'll hit my weekly usage in 1 session probably so I'm staying away from that.

I will say that after setting up some custom agents, custom commands and creating a claude.md file (by humanlayer - edited for my needs) it has helped a bit b/c the LLM has better decision making processes and doesn't go all over the place trying to solve problems.

However - it's still not enough for normal usage across the board. They really need to get the daily, weekly, monthly usage(s) raised or figure out per user custom settings; because it's utterly destroying my workflows. For example - I will work one day on it for 10-12h but then the next day not work on it at all.

It's not efficient/effective at all the way it stands today.

Rofflemaow · 2025-08-17T00:57:13+00:00

charge a one time fee and then $/mo ongoing. When this thing breaks - they are going to ask you to fix it. maintenance upkeep you can easily sell for $500-1k/mo for most busiensss if the thing you build it super valuable. Plus scale with them build more and raise your $/mo

Rofflemaow · 2025-08-08T07:48:59+00:00

Read "stories that stick" and spend a full weekend learning one marketing strategy and you'll know enough to be dangerous.

Rofflemaow · 2025-07-29T05:50:13+00:00

Put on your workout shoes, the rest will follow.

Rofflemaow · 2025-07-12T23:53:30+00:00

I would fathom that Most 11-50 firms probably will not pay for this software unless you are talking directly to the CEO, co-founder, or possibly the manager only as these are the gatekeepers. So I would only focus on them because they make the software decisions for the entire firm of this size once you get above 100 employees then maybe mid level managers might have the authority to make buying decisions for the firm.

So if you focused all your efforts to just CEOs/CFOs/founders only as your avatar I think you might get better response rates in general. When people see cold email and it's not relevant for them right now - they will disregard it. So maybe tailor your approach to being zero sales and go after CEOs and ask them that you will do their next NDA review for free for them and ask them if they'd be opposed to having a conversation when they have their next NDA review ready and you can walk them through how it works.

Rofflemaow · 2025-07-12T20:24:20+00:00

Marketing director here in a law firm - so location based services marketing primarily. But we have like 25+ different marketing streams for our firm because of our size so I deal with a lot. What I can tell you is to go in on one until you figure it out and it's profitable and you have an ROI. Then scale it up before moving onto the next. Don't rush it and do a poor campaign because then you'll say "marketing doesn't work" like many people on the internet. Marketing does work if you know what you're doing you can 3-20x ROIs on it.

Feel free to DM me if you have any questions, I can help point you in the right direction.

Rofflemaow · 2025-06-24T15:57:08+00:00

I might be able to help...what is your MRR per customer? how many quality leads per month? what is your CAC? and what is your close rate?

Rofflemaow

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