Estate planning prospects are comparing 3-4 firms right now
We book them into your calendar in under 5 minutes — while your competitors wait for callbacks. Result: 2-3x more consultations from the same traffic.
Currently piloting with professional services firms and refining for estate planning attorneys.
60 sec
Average response time vs. 4+ hours
2-3x
More consultations from same traffic
24/7
Coverage : including after-hours
The problem: Your prospects are window shopping
Someone researching estate planning visits 3-5 attorney websites, fills out multiple contact forms, and goes with whoever makes it easiest to take the next step. If you're relying on them to call you back, you've already lost.
A prospect fills out your contact form at 9 PM. You email them back the next morning. They've already booked consultations with two other firms.
Someone texts your office number after hours. It goes unanswered. They move on to the next Google result.
Your receptionist is on another call when a lead comes in. Voicemail. The prospect books with a competitor who answered immediately.
You spend money on Google Ads or SEO, but have no system to capture leads when they're ready to move forward — so they leak out to competitors with better follow-up.
You're losing 50-70% of your inbound leads simply because you're too slow to get them scheduled.
Don't worry, we can help!
Our solution:
Book them before your competitors do
Get to the top of a search
We set you up with Google's "Screened" badge — the green checkmark that appears above regular ads. Prospects trust you before they even click.
Respond in under 60 seconds
Automated SMS reply the moment they submit a form or text your number. We stop their search immediately by making them feel acknowledged.
Pre-qualify and route
Based on their responses, we route them: high-value complex estates get immediate attention, first-time planners get calendar links, low-fit inquiries get educational content.
Book directly to calendar
They pick a time, get confirmation, and stop searching. You show up to a qualified appointment with their details already in your system.
We aren't a Marketing Agency
Traditional agencies focus on traffic, charge you for ad spend with markup, and deliver generic systems wrapped in monthly reports about impressions and clicks. When you cancel, the automation disappears because it was always their proprietary platform, not yours.
We focus on conversion speed. You pay Google directly for leads while we manage the account, dispute junk charges, and optimize cost per appointment. We build custom infrastructure specifically for estate planning—not a one-size-fits-all template. Every lead gets a response in under 60 seconds via SMS, gets qualified through automated questions, and either books directly into your calendar or triggers an alert for your team.
You own your Google Local Services profile, your automation workflows, and all your contact data. If we part ways, the system stays functional because we built it on platforms you control. We're not creating dependency—we're building infrastructure.
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