Double Your Workshop Conversion Rate in 30 Days (Without Hiring More Staff)
ONLY 2 Placements For This Month
After 900+ hours of research across four estate planning firms, I discovered why your intake staff is burning out and your best leads are slipping away.
The Raleigh Estate Planning Conversion Accelerator
I trained nuclear power operators for the U.S. Navy. I taught computer science at the college level and complex nuclear systems at the Dept of Energy and nuclear sites. I’ve served on state and national boards. I know how to identify broken processes and fix them. So I built a system to solve this. Based on what I actually observed.
$30K Intake Problem Nobody Talks About
Your intake staff is your most expensive revolving door. High turnover means constant retraining, lost institutional knowledge, and inconsistent client experience.
$50K Lost to Unqualified Leads
Your attorneys are spending billable hours with prospects who have no assets, no real estate, or are just seeking free advice. These consultations produce zero revenue but consume your most expensive resource.
Margin Destroying Scheduling
Your calendar is a mess. Prospects book last-minute. Your intake staff scrambles to prepare. Your attorneys get incomplete information. Your conversion rate suffers.