Long consideration = forgotten leads
Estate planning leads sit in 'new' for 6-8 weeks before committing. Most firms forget about them. The ones who retain are the ones who stayed in touch.
Estate planning is a relationship business. Leads don't sign on the first call — they think about it for weeks. GavelGrow keeps you top of mind with educational nurture sequences, then captures them the moment they're ready.
Estate planning leads sit in 'new' for 6-8 weeks before committing. Most firms forget about them. The ones who retain are the ones who stayed in touch.
Your financial-advisor referrals and your Google Ads leads often convert very differently — but your reports treat them the same. So budget can keep flowing to the channel that looks busy, not the one that signs clients.
You write content. You send emails. But which newsletter actually drove a revocable trust engagement? Nobody tracks it.
Educational drip sequences that run for 6-12 weeks. Each email tracks open/click/reply. Every signed engagement attributes back to the email that converted them.
Track financial advisors, CPAs, and insurance agents as referral sources. Quarterly reports show who sent you the most signed clients — drives your thank-you / CLE invite lists.
Track which monthly newsletter drives consultation bookings. A/B test subject lines and see retention impact on quarterly revenue.
Estate planning clients return every 3-5 years for updates. Track lifetime engagement, not just first-sale. Know which acquisition sources generate repeat clients.
500+ Firms benchmarked. See your real cost per signed case against firms your size — measured from our 500+ firm dataset since 2015, not an industry estimate.
Yes. Sequences can run up to 12 weeks with unlimited steps. Delay logic supports minutes, hours, days, or weeks. Branching based on lead behavior (opened email, clicked link, booked consult) keeps engagement tight.
Leads can be tagged with a referral source on intake. Partner dashboard shows total leads, consultations booked, signed engagements, and revenue per referrer. Export quarterly reports for your top-of-funnel appreciation.
Yes. Client records don't expire for the life of your account. When a client returns years later for a trust update, their full history is still on the record — and automatic 'client anniversary' reminders at 3 and 5 years prompt you to reach back out first.
Yes. Email sequences support one-off broadcasts as well as nurture flows. Resend-powered deliverability, one-click unsubscribe handling, and click-through tracking to specific engagement types.
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