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Estate Planning Process (Attorney Process (1hr Call (Pitch Funding (Draft…
Estate Planning Process
EPA Process
Appointment Confirmation Call
Confirmed
Yes
Deliver Info & Pitch Estate Plan
Close & Sign
Yes
Set 1hr Call with Attorney
No
Attorney Process
1hr Call
Pitch Funding
Draft Document 1 week
Tell FPA will Call to Deliver
Confirmation Call
FPA Process
Call Schedule Delivery & Introduction
Deliver & Pitch/Close Funding
Caller Process
Contact Request
Estate Planning Guide
Email Drip Campaign
Followup Call
Set Appointment
Quote