Intake & call handling
Automated follow-up sequences
Email + SMS drip tied to intake stages. PI-specific templates authored in your firm's voice. Deployed in your CRM.
$295
/month
What's included
Everything in the package.
- PI-specific email + SMS templates
- Branching sequences by intake stage
- Reactivation flow for cold leads
- Appointment-confirmation sequence
- Monthly performance report
- One rewrite per quarter
When a firm needs this
Three signals it is time.
If leads cool off between the first call and signing
Automated follow-up warms leads during the 2–14 day decision window.
If old leads are forgotten
Reactivation flows reach cold leads from 90, 180, 365 days back.
If your intake team is small
Automation covers the touches a solo or two-person intake cannot.
In the tiers
Bundled into these subscription tiers.
À la carte at the price above, or included at these subscription tiers. Bundled rates always come out ahead of à la carte if you want more than one service.
Pro
Elite
Enterprise
Pairs with
Services most firms buy alongside this one.
Start it
Pick this up à la carte or bundle it.
À la carte starts the first of next month. Bundled into a subscription tier, it starts the day the tier does.