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Networking For New Opportunities With Estate.Studio

Learn how to generate new opportunities with no advertising spend required

How are you generating new leads for your practice? 

Paid ads? SEO? Paying a 3rd party for poor-quality leads? 

Regardless of how you generate leads, they all come at a cost. 

Today, I’m going to show you how you can use Estate.Studio to provide your local community with enormous value and generates genuine leads with no additional cost. The only thing you have to put in is time and effort, but once you’ve started using Estate.Studio, you’ll never look back.

The Proposition

Your offer will vary depending on the target audience, who you’re speaking to, and what you can physically manage.

What have you tried in the past? Free consultation? First hour free? First 10 sign-ups get X for free? 

For those who participated in those offers, how many turned into paying clients?

It’s time to change that up.

Check Your Estate Planning Score Today – 100% free – Simply take a short assessment and get a full report with your personal Estate Planning Score.

You’ll also get access to Estate.Studio –

A Comprehensive Estate Planning Software Companion for Peace of Mind

Easily organize your assets, ensure your wishes are honored, and protect your loved ones with Estate.Studio.

Where To Introduce Estate.Studio

This is where the fun begins. You’ve got a huge opportunity right in front of you. You’ve just got to know where to look. Where are your ideal customers? Well, everyone needs estate planning, so they’re everywhere. 

Facebook – Look at Facebook groups within your local area; if you haven’t already joined, get involved and start engaging with posts. You’ll be able to introduce people to checking their estate planning scores—perhaps you can even create a guide to improving their scores to complement the generated report! 

Local Community Groups – Speak to community leaders, physically attend meetings, and speak to their members directly. The list is endless for church groups, sports groups, gyms, and support groups. Sparking conversations and getting engagement can quickly snowball into new opportunities. The more people you introduce to Estate.Studio, the bigger the spread, as they add their friends and family, the more people will start to think about their future.

The Biggest Opportunity

This requires more effort, but I assure you that when done correctly, you’ll have a new source of leads that can be highly fruitful.

Contacting local businesses with a large volume of employees can be highly beneficial, both for you and them. HR departments are constantly looking at how to look after employee welfare, and here, you can offer them support with no effort whatsoever. 

I will show you the exact process with a video guide explaining each step.

Tools Required

Linkedin
Apollo.io

You can carry out automated email outreach (contacting hundreds of businesses every day) if you wish—you will need to follow a slightly different process, which can be found HERE.

For this example, we’ll search for the following.

HR Managers and Business Owners, Founders of organizations with 100+ employees in New York

Sales is the lifeblood of any business. Other tools in the market help you with systems and processes. Estate.Studio also acts as a sales enablement tool that creates opportunities that other tools just can't create.

Tom Fisher, VP Sales & Marketing

The Message

Now that we’ve got the data, we need to compile a message explaining the process and your offering. 

The overall message is entirely your responsibility, especially regarding the additional service that you wish to offer to the organization and its employees. 

Feel free to take this structure below and tweak it to make it your own.

Subject: Free Employee Benefits At {{Company Name}}

Hi {{name}}

Do you offer any estate planning benefits at {{company name}}? 

We’re offering organizations in {{city}} the opportunity to provide their employees with access to a digital platform to assist with their estate planning at no cost.

Your staff can take an assessment that provides their Estate Planning score, similar to a credit score. They’ll also be able to upload documents securely, collaborate with professionals dealing with their estate, add family and friends, and manage assets, debts, etc all completely free of charge.

For any members who choose to participate, we’re also offering a reduced rate for any services we could handle. 

May I send some information/Would it be possible to have 10 minutes of your time to discuss this?

Kind Regards

{{sender name}}

The Follow Up

Now that we’ve got the data, we need to compile a message explaining the process and your offering. 

Be sure to follow up with anyone you haven’t heard back from. If it’s a no, ask them why they aren’t interested! Handle this objection!

“I can appreciate you saying no, but would you consider offering if your employees don’t show interest? Then we know it’s not for them! It’s a free service; there’s no reason for someone to say no unless they already have this in hand.

If you’ve got the time, pick up the phone and call them – ask if they’ve seen the email. Send them a message on Linkedin, a video introducing yourself and the benefit you’re providing.

The Potential ROI

If you can contact just 100 businesses in the first week and 10 show interest in what you are doing, you’re potentially getting in front of 1000+ people who need your assistance. Imagine getting someone on board with 1000+ employees, all having the opportunity to use Estate.Studio and be introduced to your services. 

But let’s now break down how this could multiply and become even more significant!

Get Started Today

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