Serial Scaling

Alix Performance

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Serial Scaling · Prepared for Alix

Organic Performance, Baseline

Where organic stands today, and the engine we grow from here. This is the starting line. We update it month over month.

$206Korganic booked
1,230organic leads
22organic estates
June 2026baseline

Organic already starts qualified leads and closes real estates. Today it is largely invisible and uncaptured. This is the starting line.

01

What organic produces

Recommendation. Organic is already a revenue channel. Make it measurable, then grow it toward the December goal.
Organic, first touch · baseline
1,230
leads started by organic search
22
estates closed
$206K
closed value
Total business · all channels
438
estates closed
$3.93M
closed value
72
per month, recent
Organic is about five percent of closed value today. That is the floor we build from.

Estates closed per month, all channels

21Jan
28Feb
60Mar
61Apr
72May
Goal. Grow organic to 20 to 60 closed estates per month by December, at a cost per estate at or below the partnership benchmark. We plot organic on this trajectory every month.
02

Conversions, and the demand behind them

Recommendation. The demand is real and converting. The job is to capture more of it through organic, where you pay nothing per click.
Conversions tracked across the account
9,400
Leads
4,296
Marketing qualified
6,212
Form submissions
760
Intro calls booked
A real lead, qualification, form, and booking funnel is already firing. Organic should feed the same funnel.
What converts, by proven value
QueryValue
probate attorneys near me$23,714
probate lawyers near me$22,401
probate attorney near me$22,058
probate lawyer near me$20,606
These local intent queries convert and carry real value. Organic owns almost none of this today. That is the roadmap.
03

Where organic leads come from

Recommendation. Your money pages already convert organic visitors. Build around them.
Landing pageLeads started
probate guidance
899
estate settlement
161
home
53
after a death
32
04

The organic funnel

Recommendation. Traffic arrives and capture is light. Improving the path from visit to enquiry is the single largest unlock.
Organic leads
1,230
Marketing qualified
215
Sales qualified, opportunity
22
Estates closed
24 · $206K
Current stage of organic contacts. Organic estates close at the full service value, the channel works, it is under measured rather than under performing.
05

Organic visibility

Recommendation. Brand search carries you today. The growth is in non brand, on the money themes.
Search clicksClicks · impressions
Brand
531 · 25,841
Non brand
220 · 69,828
Non brand already earns the most impressions but the fewest clicks. The visibility exists, the positions and the pages do not capture it yet. That is the opportunity we grow each month.
06

Conversion by page

Recommendation. Your most visited page has no path to the service. Your money pages capture nothing. Fix both first.
PageClicksPathTheme
headstone cost guide702noneoff core
probate guidance, landing899 ldsyesmoney
how long does probate take62weakmoney
credit card debt after death44noneoff core
home706yesbrand
The headstone guide is the most visited page on the site and sends visitors nowhere. Pair high traffic pages with a clear next step, and put a real path on every money page.
07

Rankings

126 queries sit just outside the top results, within reach of page one. This is the working backlog, addressed last, after the back end is shown.

08

Month over month

How we track it. This is what grows from the June baseline. Each month we add a column and the trajectory becomes visible.
MeasureJune, baselineJulyAugustDecember, goal
Organic leads1,230··climbing
Organic estates22··20 to 60 / mo
Organic value$206K··climbing
Non brand clicks220··climbing
Money pages with a pathfew··all