How it works
We set it up. You don't lift a finger.
How working with us goes. You don't do the technical work.
01
We talk
We get on a call and learn how families reach you today, where you keep their details, and how your team follows up.
02
We plan
We write out exactly what messages families will get, when your staff gets reminders, and which of your tools we will connect.
03
We set it up
We do all the setup on your existing tools and test everything before any real family sees it.
04
We look after it
We keep it running, fix anything that breaks, and make changes when your agency needs them.
We get on a call and learn how families reach you today, where you keep their details, and how your team follows up.
Your team has enough on its plate.
Sales consultants aren't sitting around waiting for leads. They're conducting consultations, meeting referral partners, attending community events, and supporting other families.
With automation, your team gets a new-lead alert and a prompt callback reminder. If the family doesn't respond, an automated follow-up sequence keeps the conversation going over the days and weeks ahead — giving your team more chances to turn that inquiry into a client.
A fictional busy consultant's day
- 9:00 AM
Family consultation
- 10:30 AM
Hospital referral partner meeting
- 12:00 PM
New website inquiry
⏳ Waiting for attention · no reply sent · no task
- 1:00 PM
Client assessment coordination
- 2:30 PM
Follow-up with discharge planner
- 3:00 PM
Family callback
↳ 3 hours after the inquiry · nothing prompted it
- Days later
Impromptu follow-up · no set cadence
↳ depends on someone remembering
Your team handles the relationships. Your systems handle the consistency.
FAQ
Questions agencies ask.
Stop losing leads you've already paid for. Start converting them.
In a short call, we'll show you exactly where leads are slipping away at your agency — and how to stop it. No pressure, no obligation.