Call Summary:
- New Subscriber shares his experience
- How to approach historical probate leads
- How to handle the “We’ve got it covered.” response
- Can you list if the Public Administrator has not been appointed?
- How to opt people out of mailings
- We discuss call frequency and follow up
- What info is included with leads and what stage of the process are they in?
- How to know who is calling back
- Probate Plus and ISA Service coming soon discussion
- How do we charge for mail?
- Should you ask vendors to share in marketing costs?