ISA Calling Service, Contested PR Appointment, Probate Checklist | ATL Mastermind #486

This episode features Tim, Jim, Bruce, and Matt from 'Appointments Today' discussing various enhancements in their processes. Key topics included improved reporting dashboards for better lead tracking, increased service calls without additional charges, and the importance of nurturing leads instead of pushing solely for appointments. The segment also covered the integration of CRM with appointment services, followed by a detailed Q&A, addressing the difference in handling probate and divorce leads. Additionally, Bruce highlighted updates to the Probate Mastery training course, now available live and on-demand, and clarified the importance of continuous engagement with prospects. Some housekeeping notes included the next podcast date and promotional discounts for new county subscriptions.

Previous episodes: AllTheLeads.com/probate-mastermind

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Chapters

• 0:00 Introduction and Welcome
• 0:51 Housekeeping and Updates
• 1:07 Matt Milia's Segment: Appointments Today
• 3:17 Reporting Dashboard Overview
• 4:33 Nurture Strategy and Lessons Learned
• 8:21 Doubling the Service: More Leads, Same Price
• 12:46 Automation and Integration
• 15:29 Q&A Session: Nurtures and Appointments
• 18:47 Handling Divorce Leads
• 21:34 Follow-Up Strategies and Emotional Intelligence
• 33:13 Embracing Transparency and Open Dialogue
• 34:40 Effective Communication Strategies
• 37:00 Leveraging Tools and Resources
• 41:28 Mastery Program Updates
• 45:28 Navigating Probate Challenges
• 50:24 Engaging with Attorneys and Mediators
• 59:02 Housekeeping and Special Offers
• 1:01:01 Final Q&A and Closing Remarks