Estate planning attorneys capture webinar attendees as contacts
Estate planning attorneys capture webinar attendees as contacts
Estate planning attorneys lose consults when webinar registrants go unadded. Attendees are added and tagged in your contact database, so attorneys follow up and convert them into consultation leads.
Overview
Estate planning practices lose potential consultations when webinar leads aren't captured. This workflow ensures every attendee is tagged and added to your contact database, eliminating missed follow-ups and turning attendees into consultation opportunities.
Notable Features
- Add webinar attendees as contacts
- Tag attendees for attorney follow up
- Create or update contact records