FOR U.S. IMMIGRATION FIRMS
Qualified consultations on your calendar. Guaranteed.
The Screened Pipeline Method books case-specific, screened consultations directly into your calendar — guaranteed in writing, every month cycle. Your target is calculated from your ad budget and agreed before launch. Miss it, and that cycle costs you nothing in management fees.
Firms between $25K and $150K per month. Application only. Not every firm is accepted.
CHECKPOINT 01 · DIAGNOSIS
Why firms stall while their marketing spend rises.
You don't have a lead problem. You have a qualification problem.
Most immigration firms are not short on inquiries. They are short on the right inquiries.
A general marketing agency optimises for form submissions, because form submissions are what it can be measured on. Your intake team then absorbs the difference — sorting through the wrong case categories, the wrong states, the wrong stage of the process, and a steady volume of people looking for free advice.
The real cost is not the ad budget. It is your attorneys' calendar.
THE PATTERN
One campaign runs against "immigration lawyer." Every case type lands in the same funnel. Intake sorts it manually, by hand, every day.
Volume is treated as the goal rather than the input.
THE SYMPTOMS
Cost per lead looks acceptable. Cost per retained client is unknown. Consultations get booked. Few of them convert.
The numbers that matter are the ones nobody is tracking.
RESULT #1 — Attorney hours spent on the wrong cases
Senior time consumed by consultations that were never going to retain.
RESULT #2 — Spend that cannot be evaluated
You know what a lead costs. You do not know what a client costs.
RESULT #3 — A pipeline that is abandoned early
Immigration decisions take months. Most follow-up sequences stop on day seven.
Volume was never the constraint. Screening is.
Every layer of the system exists to remove wrong-fit prospects earlier than the calendar.
CHECKPOINT 02 · THE ARITHMETIC
Run the model against your own numbers.
Qualified consultations turn marketing into arithmetic.
When every consultation is screened against the same criteria, acquisition stops being a matter of opinion. Cost per qualified consultation. Consultation-to-retainer rate. Cost per retained client. Each one measurable, each one improvable.
Adjust the inputs below to match your firm. The figures are a model of how the system is designed to behave — not results we have produced for you.
RETAINED CLIENTS / CYCLE
8
NEW CASE REVENUE / CYCLE
$36,000
AD SPEND / CYCLE
$4,500
REVENUE PER $1 OF AD SPEND
8.0×
This is a projection tool, not a performance claim. It illustrates the arithmetic of a screened pipeline using inputs you control. Actual figures depend on your case mix, metro, language market, and intake performance. Advertising spend is paid by you directly to the platform. Management fees are not included above and are discussed on the diagnostic call.
CHECKPOINT 03 · THE METHOD
The Screened Pipeline Method — four layers, installed as one system.
Screening happens before the calendar, not after.
Most agencies build one funnel and sort the results afterwards. That places the entire filtering burden on your intake team, who are the most expensive and least scalable part of the process.
We build the filter into the acquisition itself. Four layers, each removing a category of wrong-fit prospect earlier than the last. What reaches your calendar has already passed through all four.
01 ROUTING
02 FILTERING
03 COMPLIANCE
04 NURTURE
Four layers. Each one narrows what the next one receives.
We install the whole system. You keep the calendar full.
One acquisition infrastructure, mapped from case category to booked consultation. Fully managed. One team accountable at every stage.
CASE-CATEGORY ROUTING
Every campaign is mapped to one of five immigration case categories before a dollar is spent: family and marriage, waivers and RFEs, removal defence, citizenship complications, and business or investor. Creative written for a specific case produces buyers. Creative written for "immigration" produces browsers.
BILINGUAL FILTER FUNNEL
Native English and Spanish creative, paired with a screening form covering case type, location, urgency, language, representation status and authority to retain. Wrong-category prospects and free-advice seekers are filtered out before they reach your calendar. The four criteria that determine whether a consultation counts as qualified are defined in your agreement before launch.
COMPLIANCE LOCK
Every advertisement, landing page, disclaimer and intake script is reviewed against Ad Platform policy, FTC guidance on immigration services, and the advertising rules of the state bars you are licensed in. Built to reduce the risk of ad account suspension, bar complaints, and notario-adjacent messaging. This is a commercial review, not a legal opinion — your attorneys remain responsible for professional compliance.
LONG-CYCLE NURTURE STACK
Email, SMS and WhatsApp sequences built for a six-to-twelve month immigration decision cycle rather than a seven-day funnel. A prospect who does not book in week one often books in month four, when a visa expires or an RFE arrives. Most campaigns have stopped following up long before then.
WHY IT WORKS
Each layer reduces the load on the one after it. Routing narrows the audience. The filter funnel screens intent. Compliance protects the account and the licence. Nurture recovers the majority who were never going to decide in week one.
WHAT IT REPLACES
A media buyer, a funnel builder, a bilingual copywriter, a compliance reviewer and a follow-up system — each hired separately, each optimising alone, none accountable for the consultation.
HOW THE SYSTEM IS INSTALLED
Four phases. One system.
Installation runs in sequence. Each phase validates before the next begins.
DAYS 1–5
Diagnosis
Case-mix audit, metro and category selection, intake review, compliance baseline. We establish what a qualified consultation means for your firm specifically, in writing, before anything is built.
Case-mix audit · Category selection · Intake review
DAYS 6–14
Build
Creative production in both languages, the filter funnel, routing logic, CRM and calendar integration, and the nurture sequences. Built to your criteria, reviewed for compliance before launch.
Creative · Funnel · Routing · Integrations
DAYS 15–30
Calibration
Campaigns run. Creative is tested, losers are cut, and screening thresholds are tuned against the quality of consultations actually arriving rather than against click metrics. Early volatility is normal and expected in this phase.
Creative testing · Threshold tuning · Spend allocation
CYCLE 02 ONWARD
Compounding
The target applies from the second cycle. Cost per qualified consultation declines as the data set grows, and the nurture stack begins returning consultations from prospects acquired in earlier cycles.
Cost reduction · Nurture returns · Category expansion
Advertising is a testing discipline before it is a scaling one. Results correlate with spend and iteration, not with calendar time. The first cycle is deliberately structured so you are not paying management fees while that plays out.
CHECKPOINT 04 · THE GUARANTEE
Risk reversal in writing, before a dollar is spent.
No management fee until we've delivered.
Most agencies bill on the first of the month and ask you to be patient. We don't charge a management fee at all until your first ten qualified consultations are booked. After that, every cycle carries a target — and if we miss it, that cycle's fee is waived.
The target is not a marketing number. It is calculated from your advertising budget and the planning cost per qualified consultation in your market, agreed with you in writing before a campaign goes live. It moves when your budget moves. It is written into the agreement, along with the definition of "qualified," so there is nothing to argue about at the end of a cycle.
CYCLE 01 · RAMP
No management fee until the tenth qualified consultation is booked. The account, the creative and the algorithm are stabilising, and we don't think you should pay for that period on faith.
YOU PAY — Setup and ad spend only, until 10 consultations are delivered
CYCLE 02 ONWARD · GUARANTEED
Every cycle carries the target agreed in your agreement. Hit it, and the management fee stands. Miss it, and that cycle's management fee is waived.
YOU PAY — Nothing in management fees for any cycle we miss
HOW THE TARGET IS SET
Your ad budget for the cycle, divided by the planning cost per qualified consultation in your market and case category. Agreed in writing before launch. Recalculated if you change your budget.
WHAT COUNTS AS QUALIFIED
A booked consultation where the screening form shows a matter in your target case category, a prospect in your market, the prospective client or someone authorised to retain counsel, and no existing representation on the same matter.
IF WE MISS
That cycle's management fee is waived. This is the sole performance remedy, stated plainly so you know exactly what you are buying.
WHAT WE REQUIRE
Your agreed ad budget funded, calendar availability maintained, booked consultations contacted within 5 minutes, and consultation outcomes reported within 24 hours.
ILLUSTRATIVE ONLY
At an ad budget of $150/day across a 30-day cycle, and a planning cost of $150 per qualified consultation, the target for that cycle would be 30.
Your figures will differ. Planning cost varies by case category, metro, and language market. Your actual target is calculated with you during onboarding and recorded in your agreement. Minimum ad spend is $3,000 per cycle for the guarantee to apply. Ad spend is paid by you directly to the platform.
WHAT THE GUARANTEE DOES NOT COVER
This guarantees consultations booked, not consultations attended or clients retained. A prospect who books and does not attend still counts, because attendance is a function of your reminders and follow-up, not our advertising. We give you the process for it. We cannot guarantee that someone hires you, can afford you, or shows up — and any agency that does is selling you something it does not control.
CHECKPOINT 05 · QUALIFICATION
One firm per case category, per metro.
Exclusivity is not a scarcity tactic. Running the same case category against two firms in the same market bids up the cost for both of them. We take one.
BUILT FOR
Firms between $25K and $150K per month
REVENUE PROVENThere is an existing practice to build on. The constraint is qualified consultation volume, not viability.
Firms that can answer a booking in 5 minutes
OPERATIONALLY READYSpeed to lead is the single largest variable we do not control, and the one that most reliably decides whether a screened consultation becomes a retained case.
Firms that want infrastructure, not campaigns
COMMITMENT READYThe objective is a system that compounds, rather than another quarter of tactics that expire.
NOT BUILT FOR
Firms below $25K per month
No revenue floor to install on top of. Wrong stage.
Firms unwilling to follow the intake process
Screening only works if the far end of it is answered. Discipline is the cost of predictability.
Firms that cannot fund a testing budget
Advertising produces data in proportion to spend. Below the minimum, results are noise.
Firms expecting a guaranteed number of retained cases
We guarantee consultations booked. Who hires you is decided in your consultation room.
MONTHLY REVENUE
$25K–$150K
existing
If missing: cannot sustain the investment
SPEED TO LEAD
5 minutes
to first contact
If missing: screened consultations go cold
AD BUDGET
$3,000+
per cycle, minimum
If missing: the guarantee does not apply
LANGUAGE COVERAGE
English + Spanish
or willing to add
If missing: a large share of the market is unreachable
Not every application is accepted. Fit is determined on the diagnostic call.
WHO YOU WORK WITH
Built by an operator, not an agency.
TBM is a specialist practice rather than a large agency. You work with me directly.
I started building software at fifteen — teaching myself Python and JavaScript from documentation, books and trial and error, before any of the tooling that makes it easy now existed. None of those projects succeeded commercially. They taught me how to learn independently, which turned out to be the more durable skill.
Making a living came next. Growing up in Turkey, earning in lira while paying for education priced in dollars, I needed a skill that was portable. I chose sales, and spent the following years in SaaS and high-ticket closing: thousands of conversations with business owners, and a practical education in how the disciplines connect. Marketing cannot exist without messaging. Messaging cannot exist without understanding the buyer. Sales is where all of it meets, and where the gaps show first.
I left that industry deliberately. Too many companies were excellent at acquiring customers and inconsistent at delivering what they had sold. As the person asking clients to invest, I was uncomfortable carrying promises I could not stand behind. I moved into operations and systems work — automation, workflow design, reporting infrastructure — and started studying the legal market properly.
One pattern repeated. Agencies measured leads. Firms measured retained clients. For immigration firms in particular, with five distinct case categories, bilingual requirements, strict advertising rules, and decision cycles measured in months rather than days, generic campaigns are structurally mismatched to the work.
That gap is why TBM exists.
TBM is early, and I would rather say so.
I am selecting a small number of firms, delivering carefully, and documenting every result. The guarantee is written the way it is because I would rather carry the risk than ask you to buy a projection.
Ben Mount — Founder, TBM Ventures LLC
FAQ
A booked consultation where the screening form shows four things: the matter falls in a case category we are targeting for you, the prospect is in a market you serve, they are the prospective client or someone authorised to retain counsel, and they are not already represented on the same matter. Those four criteria are written into your agreement before launch. We cannot add criteria later, and neither can you — which is the point.
It still counts. Show rate is a function of confirmations, reminders and follow-up, which sit on your side of the line. We give you the process for it and we will tell you if it is slipping, but we are not going to guarantee something we do not control. Any agency that guarantees show rate is guaranteeing your staff's behaviour.
Because it is the difference between a consultation that happens and one that does not. An immigration prospect who fills in a screening form is usually contacting more than one firm. The firm that calls back first is frequently the firm they retain. We build the pipeline; the five-minute standard is what stops it leaking at the last step.
Your advertising budget for the cycle, divided by the planning cost per qualified consultation in your case category and market. We calculate it with you during onboarding and record it in the agreement. Increase your budget and the target rises; reduce it and the target falls. It is arithmetic, agreed in advance, not a number we picked because it sounded good.
A lead is a contact record. A qualified consultation is a screened booking in your calendar. We do not sell contact data, and we do not sell the same prospect to two firms. We build and run the acquisition system that produces the consultation.
You do. Wherever practicable, campaigns run inside your own ad account so the account, page and pixel data stay yours. We hold manager access while we are running it. When the engagement ends, you get full administrative control back plus a one-time export of your lead records.
It can be, but it narrows the pipeline in most metros. We will tell you on the diagnostic call whether English-only is workable in your market, or whether adding bilingual intake should come first.
$3,000 per cycle, paid by you directly to the platform. The right figure for your market is usually higher, and we will give you a specific number on the diagnostic call. Below the minimum, results are too noisy to measure and the guarantee does not apply.
Meta is the primary channel — it is where case-category targeting and bilingual creative perform best for immigration. Google is used as foundational infrastructure rather than the main acquisition engine.
One per case category, per metro. Running the same category against two firms in one market bids up the cost for both. When a category in your market is taken, it is taken.
We review your current case mix, what a retained client costs you today, your intake process, and whether your metro and category are open. We calculate what your target would look like at various budgets. If the system is not a fit, we will say so on the call. It is an assessment, not a pitch.
Find the constraint. Then install the system.
One diagnostic call. We map your current acquisition process, identify where qualified consultations are being lost, and confirm whether your metro and case category are still available.
Not a pitch. An assessment. If the fit is not there, we will tell you on the call.
Firms between $25K and $150K per month. One firm per category, per metro.