Illustrative scenario — a representative example of GavelGrow’s methodology, not a report of a specific client or actual results. Figures are illustrative targets, not guarantees.
A typical estate planning firm sits on hundreds of past clients with no system to turn them into repeat work or referrals. Here’s the retention and referral engine we’d build to reactivate a book like that.
The pattern we see in estate planning: one-and-done relationships, no contact after the plan is signed, and missed openings for updates, referrals, and related services.
Our play: annual-review reminder campaigns, email nurture sequences for plan updates, a systematic referral-request program, client appreciation events, and educational content that keeps the firm top-of-mind.