Solutions · Estate Planning
Estate planning is a deliberate purchase. Prospects need education, trust signals and frictionless scheduling.
Our approach for estate planning firms
01
Educational content hubs
02
Seminar and webinar funnels
03
Nurture automation
Content StrategyCROAnalytics
ROI calculator
Monthly marketing investment$15,000
Cost per qualified lead$250
Lead-to-signed-case rate15%
Average fee per case$12,000
Leads / mo
60
Signed cases / mo
9.0
Fee revenue / mo
$108,000
Return on spend
620%
Assumptions: leads = investment ÷ cost per lead; cases = leads × close rate; revenue = cases × average fee; ROI = (revenue − investment) ÷ investment. Excludes overhead, case costs and timing. An estimate for planning, not a projection of results.
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