What changed after we left.

Cold callers were dialing a 4,000-name list with no prioritization. Call-to-appointment rate sat at 0.5%. Rep time burned on contacts who were never going to buy.

A lead research and scoring pipeline. Probate and distressed signals identified and weighted, the list refined from 4,000 down to 200 high-fit prospects, and context delivered to callers before they dialed.

Call-to-appointment rate went from 0.5% to 15% after the list was narrowed to 200 ranked prospects.

Over 300 active clients and no way to see where any of them stood. The team lost hours a day asking each other what stage a client was in.

CRM architecture with pipeline stages mapped to their actual filing process, role-based permissions, full team training, and SOP documentation so it survived staff changes.

Full pipeline visibility across the team, and a 60% reduction in client attrition over six months. The business stopped running on memory.