Welcome to Leadgeneration247.online, where we specialize in generating TRUST appointments for estate planners like you so you can spend your time closing  deals. We understand that estate planning isn’t just about paperwork—it’s about providing peace of mind, protecting family assets, and ensuring that your clients' wishes are fulfilled. That’s why we focus on what matters most: connecting you with clients who are ready to take action.

Our Mission

Our mission is simple: We help estate planners grow their businesses by delivering a consistent stream of qualified clients, so you can focus on what you do best—providing exceptional estate planning services.

Our Services

1. Trust Appointment-Setting Service

The core of our business is our trust appointment-setting service, designed to fill your calendar with serious clients who are already interested in setting up trusts. We handle the entire process for you, from generating high-quality leads through targeted online marketing to following up and booking confirmed appointments. Our AI-driven system ensures that every lead is nurtured and scheduled efficiently, so you never have to waste time chasing down prospects.

Why Choose Our Appointment-Setting Service?

• Qualified Leads Only: We target clients who have expressed genuine interest in trust services, so you spend your time meeting with people who are ready to move forward.
• Automated Scheduling: Our AI-powered system handles follow-ups and books appointments directly into your calendar, freeing you up to focus on closing the deal.
• Reliable Pipeline: Enjoy a steady flow of new clients every month, helping you grow your business without the stress of inconsistent lead flow.

2. Lead Generation for Estate Planning Services

We are experts in lead generation specifically for the estate planning industry. We use targeted online marketing strategies, including Facebook ads and Google ads, to attract clients who need help with wills, trusts, and LPAs. By honing in on your ideal client demographics—such as age, income level, and homeownership status—we ensure that your leads are high-quality and more likely to convert.

What Sets Us Apart:

• Industry Expertise: We know the estate planning market inside out, so we design campaigns that speak directly to your potential clients’ needs and pain points.
• Data-Driven Approach: We continuously analyze and optimize our marketing campaigns to ensure you get the best return on your investment.
• Seamless Integration: Leads are delivered directly to your CRM or appointment calendar, making it easy for you to follow up and convert them into clients.

3. Sales Strategy Consulting

We don’t just generate leads—we help you turn them into clients. Our sales strategy consulting services are tailored to estate planners who want to refine their sales process, handle objections more effectively, and close more deals. Whether you’re struggling with no-shows, handling client objections, or just need a better follow-up process, we’re here to guide you with proven techniques that work.

Our Sales Consulting Includes:

• Sales Process Optimization: We help you develop a streamlined process that moves clients smoothly from lead to sale.
• Objection Handling Training: Learn how to respond to common client concerns with empathy and confidence.
• Closing Techniques: Master the art of closing with scripts and strategies tailored specifically for estate planning.

How We Work with You

Our approach is collaborative and focused on your unique needs. Here’s how we make it happen:

1. Discovery Call: We start with a conversation to understand your business, your goals, and your challenges. This helps us tailor our services to fit your needs perfectly.
2. Custom Strategy Development: Based on our initial conversation, we design a customized plan for lead generation and appointment setting, ensuring that we target the right clients for your services.
3. Lead Generation and Appointment Setting: We launch targeted marketing campaigns and handle all follow-ups, delivering high-quality, pre-booked appointments directly into your calendar.
4. Ongoing Optimization: We don’t stop after delivering leads. We continuously monitor and refine our strategies, making adjustments as needed to ensure you get the best results.
5. Regular Feedback and Reporting: We provide you with regular updates and transparent reporting, so you always know the status of your campaigns and appointments.

Why Work with Us?

We know the estate planning industry inside out, and we understand the unique challenges you face—whether it’s handling complex client needs, dealing with cash flow issues, or managing no-shows. Our services are designed to help you overcome these obstacles by providing a reliable stream of clients, allowing you to focus on delivering exceptional service.

What Makes Us Different:

• Experience: We specialize in estate planning, so we know what works and what doesn’t in this industry.
• Results-Driven: We focus on delivering measurable results, from increased appointments to higher close rates.
• Time-Saving: We handle the time-consuming tasks of lead generation and appointment setting, giving you more time to focus on client work and growing your business.
• Client-Centered: We’re dedicated to your success. Your business growth is our top priority, and we’re here to support you every step of the way.

Get Started Today

Ready to take your estate planning business to the next level? Whether you need help generating leads, setting appointments, or refining your sales strategy, we’ve got you covered. Let’s work together to build a steady pipeline of clients and grow your business.

Call 07538460685 or schedule a free consultation online to learn more about how we can help you get more clients on demand.