Why your intake process is costing you clients you don't know you're losing

When a prospect decides they need an estate plan, the window of motivated action is narrow — typically 24 to 72 hours after the trigger event.

Where prospects drop off

If your process requires a phone call during business hours, a callback, a scheduled consult, and then a PDF form, most of that motivated window is gone before the first step is complete.

Fixing the funnel

• Measure where prospects abandon intake
• Remove steps that happen before value is clear
• Let clients start immediately, online