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Reactivate Your Old Leads With Estate.Studio

From Cold to Gold: Transforming Old Leads with Estate.Studio

As an estate planning professional, you know how challenging it can be to keep potential clients engaged. Leads that once showed promise may have gone silent, leaving you with lost opportunities. However, there’s an effective way to reignite interest and transform these cold leads into golden opportunities with Estate.Studio. Inviting people to get their estate planning score can drive engagement and open the door to future possibilities. Here’s how:

Re-engage with the Estate Planning Score Invitation

One of the most effective ways to capture the attention of lost leads is by offering something valuable and relevant. Estate.Studio’s RateMyEstate® assessment provides just that. Invite your old leads to get their estate planning score. This personalized assessment offers insights into their current estate planning status and highlights areas that need attention. You provide immediate value by presenting this as a complimentary service, encouraging them to re-engage with your practice.

Showcase the Benefits of Estate Planning Insights

Many potential clients might need help understanding the importance of comprehensive estate planning or how their situation might have changed. Use the opportunity to explain how the RateMyEstate® assessment can uncover risks and gaps they may not be aware of. Emphasize how these insights can lead to better protection for their assets and loved ones. This educates them and positions you as a knowledgeable and proactive advisor.

Highlight the Ease and Security of Estate.Studio

For professionals who have never used Estate.Studio, it’s crucial to highlight the platform’s user-friendly interface and robust security features. Explain how clients can quickly complete the assessment online, with their information securely stored and protected. Assure them that Estate.Studio complies with all legal standards, handling sensitive data carefully. This builds trust and lowers the barrier to re-engagement.

“Estate.Studio is the perfect solution to generating additional revenue without spending tens of thousands of dollars.​

Tom Fisher, VP Sales & Marketing

Personalize Your Outreach

When inviting past leads to get their estate planning score, personalize your communication. Reference previous interactions or specific needs they expressed in the past. Personalization shows that you remember their unique circumstances and are genuinely interested in helping them achieve their estate planning goals. This tailored approach can significantly increase their willingness to take the next step and complete the assessment.

Follow Up with Valuable Insights

Once your leads have completed the RateMyEstate® assessment, follow up with personalized insights based on their scores. Provide a summary of their estate planning health and outline critical areas for improvement. Offer to discuss these insights in a consultation, where you can provide tailored advice and solutions. This follow-up not only reinforces the value of the assessment but also opens the door to deeper engagement and potential future opportunities.

Simplify the Re-engagement Process

Make it easy for lost leads to re-engage with your services. Estate.Studio’s intuitive platform lets clients quickly update their information, retake assessments, etc. Streamlining the re-engagement process reduces friction and makes it more likely for leads to move forward with their estate planning.

Sounds To Good To Be True?

Try it out! With out 14 day free trial, you’ve the opportunity to re-engage with all of those lost opportunities and to offer them something completely different to anything out there. Below we’ll demonstrate precisely how you can breathe life into those old leads. 

Step 1: Identify Your Previous Leads

Start by compiling a list of past leads who have shown interest in your services but have not yet committed. These individuals are valuable as they have already expressed some level of interest in estate planning.

Step 2: Craft a personalized message for each lead

Start by compiling a list of past leads who have shown interest in your services but have not yet committed. These individuals are valuable as they have already expressed some level of interest in estate planning.

Here’s an example of an email you could send

Subject: Discover Your Estate Planning Score Today!

Hi [Lead’s Name],

I hope this message finds you well. I wanted to reach out and offer you a complimentary estate planning assessment with Estate.Studio. This quick and easy assessment will provide you with a personalized estate planning score, highlighting any gaps or risks in your current plan.

Estate planning is crucial for protecting your assets and ensuring your loved ones are taken care of. I believe this assessment could be very beneficial for you.

If you’d like to discuss the finding’s of the assessment, or you’ve not had any joy finding the right fit in assisting you with your estate planning I’d be more than happy to arrange some time with you.

Best

Step 3: Send the Invitation

Send out your personalized invitations to your list of previous leads. Ensure your message is clear, concise, and inviting.

Step 4: Follow Up

After sending the invitations, follow up with those who show interest. Here’s how to structure your follow-up:

  1. Thank Them for Their Interest: Acknowledge their engagement and express gratitude.
  2. Provide Insights: Share a brief summary of their estate planning score and key areas of improvement.
  3. Offer a Consultation: Invite them to schedule a consultation to discuss their assessment results in detail.


Subject: Let’s Discuss Your Estate Planning Score!

Hi [Lead’s Name],

Thank you for completing the estate planning assessment with Estate.Studio. I’ve reviewed your score and would love to discuss the insights with you in detail.

[Insert your specific call to action based on the answers provided]

Best regards,
[Your Name]

Step 5: Pick Up The Phone

If you’ve got the contact number give them a call directly! 

“Hi [Leads’ Name],

It’s [your name] from…… I just wanted to call to see if you had received your estate planning score….

The majority of people score around that mark, so don’t worry. It’s my job to help you get where you need to be. 

Would it make sense to arrange some time so I can show you how we can help you better understand your situation and what steps we can put in place to improve these scores?

What could this mean for you?

This really depends on the lost opportunities you have in your database – below we’ve a calculator based upon a positive response rate of just 10% that you contact. 

Reignite Your Leads With A 14 Day Free Trial

Transform your client engagement strategy with Estate.Studio. Our 14-day free trial offers you the chance to reconnect with lost leads, providing them with valuable insights through the RateMyEstate® assessment.

Start now and see how Estate.Studio can turn your cold leads into golden opportunities. Try it free for 14 days

Get Started Today

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