The Raleigh Estate Planning Conversion Accelerator
The Raleigh Estate Planning Conversion Accelerator is five components working together to fix your intake process.
NC-Specific Workshop Engine
Your attorneys spend zero hours building presentations.
The engine generates “Estate Planning Essentials” and “Probate” presentations built specifically for North Carolina.
Both updated automatically whenever the state estate planning laws change.
$5,847 Value
High-Net-Worth Pre-Screening System
Your intake person ask the right questions upfront. The system identifies the best leads based on what matters to your firm.
Your attorneys spend billable hours with prospects who have assets, real estate, and are ready to invest in your services.
$6,293 Value
Burnout-Proof Smart Scheduling
- Prospects book last-minute.
- Your intake staff has no time to prepare.
- Your attorneys get bad notes.
$3,156 Value
Intake Mastery Staff Training
You can have the best system in the world, but if your staff doesn’t use it, nothing changes.
I work directly with your intake team for 30 days. We talk through how to use the system. We handle objections. We make sure they actually adopt it.
$4,521 Value
No-Show Eliminator Sequence
SMS and email messages sent between booking and consultation. Your no-show rate drops.
This is a series of SMS and email messages sent between booking and the consultation to significantly cut no-shows.
$2,384 Value
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Jhonathon Doe
Jhonathon Doe
Jhonathon Doe
Jhonathon Doe
Frequently asked questions
Is there a free version of SoftRex?
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How to upgrade to ultimate pro?
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What is the refund policy?
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Set permissions and admin controls
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How to Integrate with SoftRex?
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- Planning and scheduling
- Team collaboration
- Time tracking.