{Video} 3 Ways to Automate Your Follow-Up Process

Due to recent circumstances, more attorneys are hosting events online.

It is crucial to have a strong follow-up process so these new potential clients do not slip through the cracks.

In this short video, Andrea will discuss three ways you can simplify and automate your online follow-up process:

  • Email scheduling
  • Mailchimp
  • Using a CRM

Plus, our recommendation on what you still MUST to do make a personal connection with potential clients.

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Every month we will provide you the top 4 trending YouTube topics (keywords) related to Elder Law & Estate Planning. These are things that your potential clients are already searching for!

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These are examples of the e-newsletters that we create for our clients.

With our email management service, we create and send a weekly e-newsletter to your contact list. We brand it with your colors and logo, and it looks like it comes straight from your firm.

This is an example of the emails in our nurture sequence. 

With our email management service, we create you both sales and nurture email campaigns that follow up with all new potential clients for 2 months.

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