AI is no longer a buzzword. It’s transforming how law firms and legal tech vendors approach marketing, sales, and business growth. But adoption is the real challenge. Without leadership buy-in, data cleanup, and workflow integration, the tools won’t drive impact.

In this episode of The Marketing Phoenix Podcast, Melissa “Rogo” Rogozinski sits down with AI adoption leader Melissa Ballesteros, an AmLaw 100 trainer, certified AI PromptMaster, and Microsoft Copilot expert. Together, they reveal how AI empowers legal tech, law firms, and B2B professionals to build smarter growth marketing strategies, optimize sales performance, unlock marketing intelligence, and sharpen consultative selling.

What You’ll Learn:

• Why AI adoption depends on leadership buy-in and community, not just technology
• How Microsoft Copilot enhances sales workflows, competitive research, and content creation
• Practical examples of AI tools that save time, from email response to podcast production
• Copyright considerations when using AI-generated content
• How to build AI “agents” for small, specific tasks that tie into larger workflows
• Why women in legal tech must increase AI adoption to close the skills and pay gap

SEO Keywords: growth marketing strategy, sales strategy, marketing intelligence

Episode Resources:

🎨 Visual & Video Creation Tools
1.Nano Banana by Google
Purpose: Generate and edit images and videos from text or existing visuals.

2.Enhancor
Purpose: Enhance realism in AI-generated images, especially skin textures.

3.VO3 (Powered by Google Veo 3)
Purpose: Create cinematic-quality videos from text or image prompts with native audio.

4.HeyGen
Purpose: Generate realistic avatars from short video recordings.

5.Opus Clip
Purpose: Automatically convert long-form videos into short vertical clips.

🎙️ Audio & Voice Tools
6.ElevenLabs
Purpose: Clone voices and generate professional voiceovers.

🧠 Productivity & Meeting Tools
7.Otter.ai & Fireflies.ai
Purpose: Transcribe and summarize meetings, identify action items.

8.NotebookLM by Google
Purpose: Convert documents (e.g., PDFs) into podcast-style audio summaries.

🌐 Web & App Creation Tools
9.Lovable
Purpose: Build websites and apps using text-based instructions.

🧬 Brand Consistency Tool
10.Copy.ai – Brand Voice
Purpose: Maintain a consistent personality across all content.

M365 Copilot Chat, Create, Analyst and Researcher. For Create, we talked about creating Brand kits and you can create agents, or bots in Claude for specific tasks.

Communities
Rockstar Women in AI and Cybersecurity, Women in Power (Danielle Moon), She Breaks the Law (Priya Lele)

Connect with The Marketing Phoenix Podcast

• Subscribe on Your Favorite Podcast Platform
• Connect on LinkedIn
• RPC Strategies' Website

***DOWNLOAD FREE RESOURCES***

• The Proven Sales Email Codex
• The AI Security Questionnaire
• Our Tailored Growth Services

Without Sales and Marketing alignment, pipelines stall, client acquisition slows, and company valuations suffer.

In this episode of Marketing Phoenix, Melissa “Rogo” Rogozinski talks with George Farrall. He is the Managing Partner at Compass Business Advisors. They discuss how marketing can better support sales. From fixing broken handoffs to creating trusted-advisor messaging, they unpack the strategies that actually drive growth.

This episode is a must-listen for leaders in legal tech, law firms, and B2B. It helps strengthen alignment, improve lead management, and enhance CRM processes. You will also learn how to create a growth marketing strategy that catches investors' attention.

What You’ll Learn:

• Why Sales and Marketing alignment drives revenue and valuation
• How to define and unify MQLs and SQLs for stronger client acquisition
• Where lead management and CRM systems often break down
• How messaging missteps kill trust—and how to avoid them
• The role of B2B demand generation in long-term growth

Chapter Titles:

00:57 – Introducing George Farrall

02:11 – Explaining What Marketing Should Feed Sales

02:51 – Supporting Sales by Prioritizing Quality Leads

04:09 – Defining and Resolving MQL vs. SQL Issues

05:35 – Fixing CRM Setup and Lead Ranking Failures

08:01 – Fixing Pushy and Offensive Sales Email Messaging

10:13 – Becoming a Trusted Advisor, Not a Pushy Caller

11:28 – How Marketing Equips Sales for Endurance

14:52 – Plugging Small Leaks in Sales-Marketing Handoffs

18:12 - Training Sales on Products, Services, and Teams

19:09 - Using Ongoing Marketing Updates to Educate Clients

22:55 – Linking Company Valuation and Growth to Marketing

28:14 – Explaining the Sales-Driven Marketing Model

30:03 – Connecting Awareness and Lead Gen in Unified Funnels

33:34 - Measuring the Effectiveness of Leads

36:30 - Winning VC and PE Confidence Through Marketing-Sales Alignment

39:10 – Bringing Marketing into Client Meetings with Sales

40:44 – Securing Valuation: What Investors Expect From Legal Tech

SEO Keywords:

b2b demand generation, Sales and Marketing alignment, client acquisition, Lead Management and CRM, b2b tech marketing, Growth marketing strategy

Connect with The Marketing Phoenix Podcast

• Subscribe on Your Favorite Podcast Platform
• Connect on LinkedIn
• RPC Strategies' Website

***DOWNLOAD FREE RESOURCES***

• The Proven Sales Email Codex
• The AI Security Questionnaire
• Our Tailored Growth Services

Too many salespeople chase titles instead of tackling real challenges.

In this episode of The Marketing Phoenix Podcast, host Melissa “Rogo” Rogozinski is joined by law firm buyers of legal tech, Marimer Muñoz (Kluger Kaplan) and Emily Bartkowicz (Akerman), to explore how consultative selling and solution selling can make or break your discovery calls.

For legal tech, law firm, and B2B professionals, this discussion sheds light on the cost of poor outreach, the importance of objection handling, and how to shorten the sales cycle by listening first and pitching second.

What You’ll Learn:

• Why selling to titles instead of pain points fails
• How consultative selling builds trust with busy legal teams
• Discovery Call best practices that win meetings (and respect)
• Simple ways to tailor outreach to law firm stakeholders
• The role patience plays in the long B2B sales cycle

SEO Keywords: consultative selling, solution selling, discovery call, objection handling, sales cycle

Watch the video.

Connect with The Marketing Phoenix Podcast

• Subscribe on Your Favorite Podcast Platform
• Connect on LinkedIn
• RPC Strategies' Website

***DOWNLOAD FREE RESOURCES***

• The Proven Sales Email Codex
• The AI Security Questionnaire
• Our Tailored Growth Services