To capture potential clients who begin but don’t complete their application on our website, prospects are enrolled in an automated follow-up campaign consisting of:

• 6 Emails:  Strategically timed and thoughtfully written to re-engage the prospect, build trust, and guide them toward completing their application.
• 4 Text Messages: Brief, SMS reminders that maintain a human touch and encourage follow-through. 

An automated email journey designed to nurture client relationships long after the transaction ends. Spanning five years, this campaign keeps us top of mind, encourages repeat business, and reinforces long-term brand loyalty.

This automated campaign enhances the client experience and streamlines communication throughout the service journey. Once a client begins working with us, a personalized email sequence is triggered to explain their current stage, what it means, and what’s coming next.

• Client Education & Engagement: Every email is designed to clearly explain the process, reduce confusion, and build trust with helpful tips at each step.
• Team & Partner Communication: Key emails are also shared with partners or team members to keep everyone on the same page.
• Smart Follow-Up: After the process is complete, the campaign sends a timely request for a review or referral, making it easy for satisfied clients to share their experience.