The steps to retain a client can be a chore
(especially when you're busy)
Engage the lead immediately
According to the Clio Trends Report, immediate engagement is the #1 indicator of retaining a new client.
Stay Organized
It can be hard to keep track of all your leads, especially if you don't have dedicated staff for the job.
Chase your leads
It typically takes at least 7 touches before a lead converts into a client. Consistent follow-up is critical to retaining more clients.
Our Follow Up Strategy sends
emails and texts on your behalf for up to
3 months, encouraging a prospect to call your office.
You keep your leads organized. We'll reach out to those that need following up!
Our lead dashboard is a simple way to keep track of your leads. All new leads will automatically drop into the "new lead column" and associated drip campaign. The "Stop Drip" column will pause the campaign for these leads.
Our messages are mobile friendly and encourage action
With features like click-to-call and a link to schedule a consultation directly onto your calendar, we make it easy for your prospect to get back in touch with you.
Example Campaigns:
