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FOR PROFESSIONAL SERVICES FIRMS

Stay the first call your clients make.

Your clients and referral sources already trust you. The firms that stay top of mind are the ones who show up in the inbox on a schedule, not just when someone remembers to. Big Bold Marketing keeps your newsletters, client alerts and referral updates going out on time, every time.

  • Every address checked before you send

  • Your own sending domain, set up for you

  • Month to month, no contracts

Bea Bold waving hello
Let's get your firm in front of clients again.

SOUND FAMILIAR?

Marketing keeps losing to billable work.

Client work always wins. Here's what that costs you.

Bea Bold peeking over the edge
This is the part that always gets put off.

The quarterly newsletter slips to next quarter.

It's on the list every January, April, July and October. By the time a draft gets written, the quarter's over and the update goes out stale, if it goes out at all.

Referral sources go quiet.

The accountant who sent you three clients last year hasn't heard from you since. Without a steady update, referral partners forget who to call first.

Regulatory updates reach clients late.

A rule changes, a deadline moves, and the explainer that should have gone out that week goes out after a client already called asking why nobody told them.

Your client list is years old and nobody's cleaned it.

Old contacts, bounced addresses and former clients who moved firms sit in the same spreadsheet you've used since before the pandemic, and every send risks the spam folder.

One associate owns marketing along with everything else.

Somebody junior gets handed the newsletter between billable hours. It's the first thing dropped the moment a matter gets busy.

CAMPAIGNS THAT WORK FOR YOU

Email that matches how clients actually decide.

Specific sends for the moments your clients and referral sources are already paying attention.

The quarterly client check-in

Every quarter, a short update on what's changed in their world and what it means for them: a tax law shift, a market move, a new compliance deadline.

It's the easiest way to stay the first call a client makes when something comes up, instead of the firm they haven't heard from since the engagement letter.

Year-end tax planning reminders

Send the reminder before December 31, not after, with a clear deadline and exactly what the client needs to send you.

Regulatory and compliance alerts

The moment a rule or deadline changes, get the explainer out that same week, before a client calls asking why they didn't hear from you.

Referral partner thank-you notes

A short note each year to the accountants, agents and advisors who sent you work, with a reason to keep sending it.

New practice area announcements

Tell existing clients when you add a service they didn't know you offered, before they go find it somewhere else.

Engagement and retainer renewal reminders

A reminder ahead of a renewal date, with the paperwork attached and nothing left for the client to track down.

Bea Bold calling out through a megaphone
Your update's ready. Want to see it?

HOW IT GETS MADE

Written, designed and checked before lunch.

You tell us the news: a new overtime rule, a filing deadline, a service you're launching. The brief holds your firm's voice, the audience and the proof.

From that brief, a complete email comes back: subject line, structure, the explainer, a clear next step and your firm's footer, reviewed and ready to schedule.

See how AI email design works

THE FEATURES YOU'LL USE MOST

Built for how a firm actually sends.

Four tools that do the parts of client email a busy firm never has time for.

WRITE FASTER

A full email from a one-line brief

Your brand settings hold your firm's logo, colors and the way you write. Your campaign brief holds the news, the audience and the proof.

From that brief the platform designs a complete HTML email: hero, explainer, proof and footer, ready for a partner to glance at and send.

  • Written in your firm's voice, not a generic template

  • Launches with several designed versions at once

  • Edit directly or tell it what to change

See AI email design
Bea Bold building in a hard hat
I'll handle the setup end to end.

LAND IN THE INBOX

Your firm's own sending domain, built for you

We register a sending domain that matches your firm's name, set up its authentication and host it. Nobody on your team touches DNS.

Your From address, your signature, your tracking links and your landing page all belong to that same domain, for every client who opens the email.

  • SPF, DKIM and DMARC set up for you

  • Zero DNS records for you to configure

  • Builds sending volume gradually as a new domain

See sending domains, handled

CATCH IT BEFORE A CLIENT DOES

A specialist read before every send

Before a campaign launches, it gets reviewed: the subject line and preheader, the structure with images off, every link, the sender details and the footer.

Each finding comes with the reason and the fix, in plain English, while it's still free to correct.

  • Every link checked before you send

  • Readability checked with images off

  • Footer checked for CAN-SPAM compliance

See pre-send review
Bea Bold checking with a magnifying glass
Checked twice so you don't have to.

FOLLOW UP WITHOUT GUESSING

Resend to the clients who didn't open

From any campaign you've sent, save the people who clicked, the people who opened without clicking, or the people who didn't open at all.

Resend to the ones who missed it with a new subject line, instead of hoping they catch the next newsletter.

  • Segment by who clicked, opened or didn't open

  • Resend with a fresh subject line

  • No extra list to manage separately

See segments and follow-ups

GET STARTED

From sign-up to your first send, this week.

No IT ticket, no DNS, no design brief sitting in someone's inbox for a month.

Create your account

Sign up and set your firm's brand: logo, colors and the way you write, so every email already sounds like you.

Import your client and referral list

Bring your spreadsheet in. Every address gets checked with its mail server before anything goes out.

Pick a template or start from a brief

Use the drag-and-drop editor, or give the AI a one-line brief and get a complete email back.

Send from your own domain

Your sending domain is registered and authenticated for you. No DNS to touch, no ticket to file.

Bea Bold peeking over the edge
Got more questions? I've got answers.

QUESTIONS

What firms like yours ask first.

Will emails to my clients land in spam?

Every address on your list is checked with its mail server before a campaign can send to it, and your domain is authenticated with SPF, DKIM and DMARC. New domains earn sending volume gradually instead of jumping straight to your full list.

My client list is confidential. Is it safe to import?

Your list stays inside your account and is used only to send your campaigns. The importer maps your spreadsheet columns directly, so nothing gets duplicated or exposed along the way.

Can I send different updates to different practice areas?

Yes. Segment your list by practice area, matter type or how someone engaged with your last email, and send each group the update that's relevant to them.

How does CAN-SPAM apply to a firm newsletter?

The CAN-SPAM Act requires honest subject lines, a physical address in the footer and an opt-out honored within 10 business days. Every campaign sent through us includes those by default.

I don't have time to write this myself. Can your team do it?

Yes. Our managed plans start at $399 a month, and our team plans, writes, designs and sends your campaigns for you, month to month.

Is there a contract?

No. Every plan, self-serve or managed, runs month to month.

How long does it take to set up my sending domain?

We register, authenticate and host your sending domain for you. There's no DNS for you or your IT person to configure.

Can my firm's own domain send the emails?

Your campaigns send from a domain that matches your brand, set up and authenticated for you, so your From address, links and landing pages all belong to the same domain.

Let's get your next campaign out!
Bea Bold jumping for joy

Be the firm clients think of first.

Set up your account today, or let our team handle it for you. Either way, your next campaign is ready to send.

Create your account