Connecting the Bridge Between the IMO & FMO Info@TopRankAdvisors.com

Office Address

  • 3733 National Drive Suite 123 Raleigh, NC 27612
  • Info@TopRankAdvisors.com
  • 919.300.5870

Social List

Cold Interest Contact

When a lead has shown interest in Estate Planning by either calling, emailing, or completing a data form, email communication has been shown to get an appointment scheduled when complimentary resources are included.

Email Booking Attempt #1

Subject:
Thanks for Your Interest in Completing Your Will and Trust

Body:
Hi {{First Name}},  
 
Great to hear from you.   Attached is the “Understanding The Importance of Having an Estate Plan” Booklet. 
 
Our firm is a Legacy Lock Licensee and I’m really looking forward to answering your questions and helping you complete your Estate Planning with our Attorney Vetted Software.  
 
Usually, we hop on a call and chat about how our will and trust software can be used to create a cost-efficient Personalized Estate Plan. 
 
Go ahead and jump on my calendar for a call HERE.  
 
Speak soon,  
 
Name
Phone
 
P. S. Feel Free to Call or Email Me with Any Questions. 

Email Booking Attempt #2

Subject:
Requested Estate Planning Handbook

Body:
Hello again!

I wanted to check in and make sure you received my last email containing the Estate Planning handbook (sent {{DATE}}, titled “Thanks for Your Interest in Completing Your Will and Trust”).

I’d be happy to resend my email if needed. 

You’re also welcome to schedule a time to discuss HERE.

I look forward to assisting you,

Name
Phone
Company

Email Booking Attempt #3

Subject:
Will & Trust – Did you get my other emails?

Body:
Hi there!

Were you still interested in completing your will and trust?

You can check out a free trial of Estate Planning with our Attorney Vetted Software for 30 days by clicking HERE.

I also wanted to make sure you received my previous emails sent {{DATE}}, and {{DATE}} which contained the free Estate Planning Handbook.

Regards,

Name
Phone
Company
Booking Link