Planning meetings that turn into signed plans.

• "What will it cost?"Clients fear an hourly bill and put off planning.They see your flat fees in writing before the meeting.
• "Who will I meet?"Clients worry about sharing family and money matters with a stranger.They meet the attorney by name and photo first.
• "What do I bring?"Clients arrive without what you need and the meeting runs long.They get a short list of what to bring, with no account numbers.

• Who they will meet and whenThe meeting time and the attorney's name and photo.
• What to bringA simple list of what they own, the names to include and any old will.
• How the meeting worksYou listen, explain the choices in plain words, then send a written fee agreement.
• The price up frontYour flat fees, and what each plan includes.
• Their choicesA will package, a living trust package or a trust plus a family meeting.
• Their Plan PageTheir signing day, a checklist of next steps and who has copies.

We filled in an example for estate planning attorneys. Change it to your own numbers. Nothing is sent anywhere.

A simple estimate from your numbers, not a promise. A month is counted as 4.33 weeks.

1. Tell us your visitPick a package, then fill in a short form: your people, your steps, your prices and your logo. About 10 minutes.
2. We build itYour company name, logo and colors, the voice, and the Spanish version. You get two rounds of changes.
3. Text one linkSend it when a planning meeting is booked. Your client opens it on their phone. Nothing to download.

Add any of these to a package. We set them up for you.

• Missed Call Text Back, $750 one timeWhen you miss a call, the caller gets a text right away with your walkthrough link and a way to book, then a short follow up and a handoff to your office.
• Front Desk Voice Setup, $1,500 one timeA virtual receptionist answers your phone after hours and when you are busy, books by your rules, and says it is a virtual assistant. We plan the call flow, write the script and test it with you before it goes live.
• Front Desk Care, $497 a monthWe watch the calls, update the script, check that every lead reaches the right person, and send you a report each month.
• Plan Review Reminder Campaign, $1,200 one timeRemind past clients to review their plan every few years. We write the script, reach the people who agreed to hear from you, track who replies, and send bookings to your office.
• Advertising Launch Kit, $650 one timeAd ideas for your trade, landing page copy built around your walkthrough, a lead magnet outline and ready campaign assets.

Texts only go to people who agreed to hear from you, and every text lets them reply STOP. Results depend on your market and your follow up.

Visit Walkthrough is made by Duesmart Inc, a Georgia corporation. Real people build every walkthrough and answer every call and email.

• Call us(470) 740-8343
• Book a callPick a 15 minute time
• Email us[email protected]
• Our officeDuesmart Inc
  7050 New Dale Rd, Suite A
  Rex, GA 30273