Founding partners capture lost-prospect feedback via polite texts
Founding partners capture lost-prospect feedback via polite texts
Founding partners lose feedback when prospects hire other attorneys, costing referral opportunities. Polite texts ask candid reasons and preserve goodwill, so you capture why prospects left.
Overview
When prospects choose other counsel, firms lose candid feedback and future referral opportunities. This workflow sends polite, personalized texts that capture reasons for attrition and route replies into your CRM and intake notifications, turning missed conversations into actionable insights.
Notable Features
- Send personalized follow-up texts
- Append feedback to prospect record
- Notify intake when feedback arrives