Enroll estate planning leads into nurture for law firms

Marketing coordinators at law firms lose estate leads when the Dying without a Will form responses sit un-enrolled. Enroll respondents into a nurture sequence so prospects get timely education and can book consultations.

Overview

Founders and marketing leads at law firms risk losing consultation bookings when estate leads aren't enrolled. This workflow captures every respondent to the Dying without a Will form and places them into a tailored nurture path, ensuring prospects receive timely education and are guided to book consultations. The result is faster follow-up, fewer manual enrollments, and clearer handoffs to intake.

Notable Features

Enroll leads into nurture sequence
Tag respondents by intake interest
Alert founder or intake coordinator