Building a Patent Monetization Funnel
🎥 Coaching Replay — Simplifying and Scaling a Patent Practice with AI Tools (Salumeh Ramsay Session)
Overview:
This two-part session shows how we worked with attorneySalumeh Ramsayto clarify her message, improve her client intake system, and start automating key steps of her marketing — all using simple tools that any lawyer can understand.
Part 1 – Strategy & Coaching
We discussed:
How to explain what you do in simple terms so clients understand it instantly.
How to find the right kinds of patent owners to work with.
How to turn your services into a clear 3-step client journey.
How to use your personal style as a key part of your brand.
Part 2 – Hands-On Build & Solutions
We demonstrated:
Creating a one-page website focused on one action: “Book a Call.”
Setting up a basic client intake form that pre-qualifies leads.
How automation tools can send confirmations, reminders, and follow-ups.
How to reuse your own words to make posts, emails, or short videos.
A preview of our 10-step roadmap to build efficient, automated marketing systems.
⚙️Salumeh’s Workflow – Executive Summary
Practice Area:
Patent monetization and enforcement law — helping patent owners turn intellectual property into revenue.
Her Background:
Cornell and Michigan Law graduate with a litigation background; personable, approachable, and highly effective at building trust.
What We Discussed:
Clarifying her niche, shaping a clear offer, creating a landing page, and automating lead qualification and follow-up.
How She Acquires Clients:
Mostly through conferences, referrals, and direct outreach — strong relationships and personal credibility.
Current Process:
Manually handles inquiries and emails; relies on spreadsheets; AI used only for research and claim charting.
Currently Struggles With:
Low volume of qualified leads, time-consuming follow-ups, and difficulty turning network connections into consistent business.
Questions & Concerns:
“What do I say online?” “How can I scale without losing my personal touch?” “How do I filter out poor fits?”
Recommended Strategy:
Build a focused 3-step program and communicate it clearly through one dedicated landing page and video introduction.
Suggested Workflow:
1️⃣ Landing page → 2️⃣ Qualification form → 3️⃣ Automated follow-up → 4️⃣ Scheduled roadmap call.
Suggested Solutions:
Use a simple CRM to manage contacts and track leads.
Add conditional logic to forms to screen clients by patent volume.
Automate reminders and thank-you messages.
How Marketing & AI Automation Could Help:
Save hours on admin, boost response rates, and create a steady flow of qualified leads — without hiring extra staff.
Key Learnings & Takeaways:
Clear messaging beats complex marketing.
Personal connection + AI efficiency is a winning combo.
Consistency matters more than perfection — launch, then improve.
Her Feedback (in her own words):
“This was amazing. I finally understand what a landing page does and how to talk about my work in a way that makes sense to clients.”
Closing Actions & Next Steps:
Define her personal roadmap in the next follow-up session.
Approve landing page copy and qualification questions.
Record a short intro video to add to her page.
📺Watch the Full Replay
Part 1 – Strategy & Coaching:Watch on Fathom
Part 2 – Hands-On Build & Solutions:Watch on Loom
