Course curriculum

    1. Intro to Probate Pathway

    1. Pre-Stage 1: Marketing, Intake, SKU Setup, The Basics

    2. Stages 1-5: Gathering Data to Getting The Client Appointed

    3. Stages 6-11: Selling Assets to File Closure

    1. Tips & Tricks on Google LSA Ads & Your Google Profile

    2. Marketing and the Unique Selling Proposition

    3. Be the Client's "Sherpa Guide"

    4. Setting Client Expectations is the KEY

    5. Tactical Next Steps

    6. Resources & Pathway Logo

    1. The Key To Intake

    2. Probate Initial Intake Call Form

    3. PNC Glidepath Script

    4. Consultation Agenda (client version)

    5. Training Tool: Why Questions Script

    1. Marketing, Intake and Sales

    2. The Attorney Sales Call

    3. Stages 1-5

    4. Stage 6

    5. Stages 7-11

    6. Action Steps & Ending

    7. Resources

    1. Overview Of Setting Up The Probate Pathway Process

    2. Full Probate SKU

    3. Client Guide Booklet

    4. Implement Stages For All Files

    5. Implement Custom Fields For All Files

    6. Implement Task List Sets For All Files

    7. Implement Time Tracking For All Team Members

About this course

  • $595.00
  • 76 lessons
  • 4.5 hours of video content

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