Lasting Legacy Pro
Lead Pipeline Dashboard
📘 Facebook Direct
⚖️ Aged Insurance
🏛️ B2B Partners
Next Webinar Live Soon
Thu · 6:00 PM
Calls Today
0
Follow-Ups Due
0
Drops Scheduled
0
Webinar Registrants — This Week
0
Target: 5+/day · 35/week
Consultations Booked — This Week
0
Target: 3–5/week
Closes — This Month
0
Target: 10–12/month
B2B Drops — This Week
0
Target: 25–30/week
Revenue MTD
$0
Target: $7K+ ($6K owner comp)
Ad Spend MTD
$0
Ceiling: $3.5K–$4.5K
Cost per Close
$0
Floor: ~$37 fulfillment
Substack Subs
0
Target: 1,000
Profit First · Relay Allocation Target
Owner Comp47%
Taxes25%
Marketing20%
Profit5%
Savings3%
Pipeline Stages — Click to Navigate · Counts auto-load on page open
1
Fresh Lead Contacting
›
2
Discovery Call Scheduled
›
3
Pending Decision
›
4
Hot Follow Up
›
5
Sold
💰
Quote Builder
🏛️
Company Info
6
60-Day Drip
7
Hard No
1
Drop Completed
›
2
Partner Opted In
›
3
Partner Engaged
›
4
Active Referrer
›
5
Reciprocal Partner
💰
Quote Builder
🏛️
Company Info
6
Cold Partner
7
Removed
Fresh Lead Contacting
📧 7-Day Email Course — Auto-Running
Partial — Written, Not Yet Loaded
Fires automatically when a lead registers for the webinar. Delivers one short email per day for 7 days covering will-vs-trust, beneficiary designations, guardianship, probate cost, endowment concept, and consultation CTA. Email 8 sends webinar replay 24 hours after live session.
Sequence Length
10 emails
Trigger
Webinar registration
Send Time
9 AM AZ daily
Status
Spec'd in doc
📘 These leads just opted in directly — do NOT reference life insurance. They responded to estate planning content. They're warm but have no prior relationship. Move with energy.
30-Day Outreach Sequence Facebook Direct
| Day | Channel | Email Subject / Script Reference | Type |
|---|---|---|---|
| Day 1 | ✉️ Email | "Here's what you requested — free Arizona estate planning info" | Campaign |
| Day 2 | 📳 Ringless VM | Facebook Lead VM Script | Manual Drop |
| Day 3 | 💬 Text | Facebook Lead Text Script | Manual |
| Day 4 | ✉️ Email | "What happens to your family if you don't have a will?" | Campaign |
| Day 5 | 📞 Live Call | First live call — Facebook Lead Phone Script | Task Reminder |
| Day 7 | ✉️ Email | "Arizona probate costs $3,000–$15,000 — here's how to avoid it" | Campaign |
| Day 8 | 📞 Live Call | Second live call — reference Day 7 email | Task Reminder |
| Day 11–30 | ✉️ Email | Emails 4–7 + periodic call tasks in CRM | Campaign + Tasks |
Phone Scripts Facebook Direct
📞 Opening Line (First 15 Seconds)
▼
You Say:
"Hi [Name], this is Daniel Brown from Lasting Legacy Pro — you recently requested information about protecting your family with estate planning, and I just wanted to make sure you got everything you needed. Do you have just a quick minute?"
💡 Reference their direct opt-in action · Warm and helpful tone · Immediate credibility · No cold-call feel
They Say No / Busy:
"Totally understand. Quick question before I let you go — did you have a chance to look over the info we sent? Either way, would it be alright if I sent you a couple of things that answer the most common questions we get? Best email for you?"
✅ They Say Yes — Continue Conversation
▼
You Say:
"Great! So I help Arizona families get their legal documents in place — wills, trusts, powers of attorney, medical directives — all the things that make sure your family is protected if something unexpected happens. And we do it at a fraction of what attorneys typically charge."
Then Ask:
"Can I ask — do you currently have any estate planning documents in place, or is this something you're just starting to look into?"
If Nothing in Place:
"Okay, so right now if something happened, your family would go through probate — which in Arizona typically takes 6–18 months and costs $3,000–$15,000. The good news is it's completely preventable. Would you be open to a free 20-minute call to understand exactly what you'd need?"
If Has Some Documents:
"Great that you've started. When were they done? [Listen] Things change — laws, family situations, assets. Would it be worth a quick review to make sure everything still holds up the way you intend?"
📳 Ringless Voicemail Script — Facebook (30 seconds max)
▼
Drop Script:
"Hi [Name], this is Daniel Brown from Lasting Legacy Pro. You recently requested information about estate planning for your family, and I just wanted to make sure you got everything and answer any questions you might have. I help Arizona families get wills, trusts, and powers of attorney in place — affordably and without the hassle of a big law firm. If you'd like to chat, give me a call back at 480-933-5330. Again, that's Daniel Brown at 480-933-5330. Looking forward to connecting!"
📌 Reference their opt-in action · Friendly and direct · Emphasize affordability vs. attorneys · Clear callback CTA
💬 Text Message Script — Facebook (160 characters)
▼
Initial Text:
"Hi [Name], Daniel Brown here from Lasting Legacy Pro. You requested estate planning info — I'd love to answer your questions. Free 20-min call? Reply YES."
If They Reply YES:
"Perfect! I help AZ families get wills, trusts & powers of attorney in place affordably. Free 20-min consult: 480-933-5330 or grab a spot: [calendar link]"
📌 Acknowledge their action · Keep it friendly · Fast path to booking
30-Day Outreach Sequence Aged Insurance
| Day | Channel | Email Subject / Script Reference | Type |
|---|---|---|---|
| Day 1 | ✉️ Email | "Following up on your family protection interest" | Campaign |
| Day 2 | 📳 Ringless VM | Aged Lead VM Script | Manual Drop |
| Day 3 | 💬 Text | Aged Lead Text Script | Manual |
| Day 4 | ✉️ Email | "What happens if you have life insurance but no will?" | Campaign |
| Day 5 | 📞 Live Call | First live call attempt — Aged Lead Phone Script | Task Reminder |
| Day 7 | ✉️ Email | "Arizona families: probate takes 6-18 months here" | Campaign |
| Day 8 | 📞 Live Call | Second live call attempt — reference email sent on Day 7 | Task Reminder |
| Day 11–30 | ✉️ Email | Emails 4–7 + periodic call tasks in CRM | Campaign + Tasks |
Phone Scripts Aged Insurance
📞 Opening Line (First 15 Seconds)
▼
You Say:
"Hi [Name], this is Daniel Brown calling about your interest in protecting your family. You had looked into life insurance a while back, and I'm calling because I've started helping families with something that goes hand-in-hand with that — making sure your legal documents are properly in place. Do you have a quick minute?"
💡 Remind them of original inquiry · Frame estate planning as complementary · Ask permission to continue
They Say No:
"I'm busy right now"
You Say:
"No problem at all. Could I just ask real quick — do you currently have a will and estate planning documents in place? [Pause] Okay — I help Arizona families get this sorted out affordably. Could I send you some information and follow up at a better time?"
✅ If yes to email → send webinar link + schedule callback. If no → "No worries, take care!"
✅ They Say Yes — Continue Conversation
▼
You Say:
"Great! So when you were looking at life insurance, you were thinking about protecting your family financially, right? Well — life insurance protects your family's income, but without proper estate planning, they might not be able to access it quickly. Your home, your bank accounts, your retirement accounts — those could get tied up in probate for months. I'm now helping families here in Arizona get complete protection — both sides — and it's much more affordable than most people expect."
Then Ask:
"Can I ask — do you currently have a will and power of attorney documents in place?"
If No Documents:
Proceed to Discovery Close below
If Old Documents:
"When was the last time you updated those? A lot changes in 5–10 years — laws, your situation, your assets. Would it be worth 15 minutes to review what you have?"
If Has Current Documents:
"That's fantastic — you're ahead of most families. Do you have a trust, or just a will? [If just will]: A will doesn't avoid probate — would you be interested in learning how a trust works and whether it makes sense for you?"
📳 Ringless Voicemail Script (30 seconds max)
▼
Drop Script:
"Hi [Name], this is Daniel Brown. A while back you showed interest in protecting your family with life insurance, and I wanted to reach out about something related. I've started helping Arizona families make sure all their legal documents are in place — wills, trusts, powers of attorney — the things that work together with life insurance to give your family complete protection. I'm offering free consultations to help families understand their options. If you'd like to chat, just call me back at 480-933-5330. Again, that's Daniel Brown at 480-933-5330. Thanks!"
📌 Key elements: Reference original inquiry · Brief value prop · Clear callback CTA · Repeat name + number
💬 Text Message Script (160 characters)
▼
Initial Text:
"Hi [Name], Daniel Brown here. You looked into life insurance before — now helping AZ families with estate planning too. Free consultation? Reply YES for info."
If They Reply YES:
"Great! I help families get wills, trusts & powers of attorney in place affordably. Free 20-min consultation: 480-933-5330 or register: [webinar link]"
🎯 Discovery Call Close — Book the Appointment
▼
You Say:
"The good news is this is completely preventable. Would you be open to a brief 20-minute conversation about what documents you need and what it would cost to get everything in place? There's absolutely no obligation — just clarity on where your family stands."
✅ Advances to Stage 2 — Discovery Call Scheduled
Discovery Call Scheduled
Confirmation Messages
✉️ Confirmation Email — Send Immediately After Booking
▼
Subject:
"Your free consultation with Daniel Brown — Confirmed ✓"
Body:
"Hi [Name], great news — your free 20-minute consultation is confirmed for [Date] at [Time]. I'll call you at [Phone Number] — no prep needed on your end. We'll just have a relaxed conversation about where your family stands and what options make sense. If anything comes up, feel free to reach me at 480-933-5330. See you then! — Daniel Brown, Lasting Legacy Pro"
💬 Reminder Text — Send 2 Hours Before Call
▼
Text:
"Hi [Name] — Daniel Brown here. Just a reminder I'll be calling you today at [Time] for your free estate planning consult. Looking forward to chatting!"
Pre-Call Prep Checklist
Know lead source (Facebook, aged insurance, or B2B referral)
Review any prior notes from outreach contact
Have discovery questions ready (see Stage 3)
Have package pricing in front of you
CRM open and ready to take notes
Know their Arizona probate exposure stats
✅ When the call happens → Move to Stage 3: Pending Decision
⚠️ No-show? Call back within 15 minutes. Text: "Hi [Name] — Daniel Brown. I just tried calling for our consult. Still a good time? I can call right back." If no response after 2 attempts → return to Stage 1 sequence, Day 8 position.
Discovery Call Completed — Pending Decision
Discovery Questions — Use All of These
🔥 These questions do the selling for you. Listen fully. Take notes in CRM. Their answers tell you exactly which package to recommend and which objections are coming.
❓ "Do you currently have any estate planning documents in place — a will, trust, or powers of attorney?"
→ Establishes baseline exposure. No docs = probate conversation. Old docs = update conversation.
❓ "Do you own your home, or any other property in Arizona?"
→ Real property = probate exposure = trust upsell opportunity.
❓ "Do you have minor children, or dependents you'd want to protect?"
→ Kids = guardian designation urgency. Strongest emotional close trigger.
❓ "If something happened to you unexpectedly — does your family know where your documents are and do they have legal access to your accounts?"
→ THE GOLD QUESTION. Forces them to picture the gap. Almost always creates urgency.
❓ "Have you looked into estate planning before? What stopped you from getting it done?"
→ Surfaces the real objection early. Cost? Complexity? Time? You'll know what to address.
Discovery Call Training RESOURCE
SPIN + Sales EQ + Voss Method
Full 7-module training course — scripts, drills, role-play scenarios, objection war room
Package Presentation FLAT PRICING · MAY 2026
Pricing is per estate plan, not per person. No Standard/Premium split. Notarization handling and USB digital copy are included on all paid tiers above the Starter Pack. Use the Quote Builder for live quote generation.
Tier 1 — Starter (On-Ramp)
Starter Pack
$249
Will + Adv Healthcare Directive · folder · client handles notary
Tier 2 — Focused Packages (Single-Pillar)
Final Wishes
$698
Will · Letter of Last Instr · Final Disposition · Tribute · Binder · Notary · USB
Medical Directives
$698
Living Will · HCPOA · HIPAA · Care Prefs · Emergency Cards · Binder · Notary · USB
Living Trust (standalone)
$848
Trust · Pour-Over Will · Schedule · Assignment · Certs · Trust POA · Binder · Notary · USB
Tier 3 — Avatar Packages (Top Tier)
HOMEOWNER
Homeowner Probate Shield
$1,599
Trust + retitling + EIN + bank trust paperwork + 1st-yr review · for homeowners
PARENTS · KIDS
Guardian Protection Plan
$1,699
Trust + Children's Trust + Standby Guardian + Beneficiary Coordination · for parents w/ minor kids
PAC ESSENTIALS
Parent Aging Care: Essentials
$1,499
Pre-Need Guardian · ALTCS prep · Family Comm Plan · Beneficiary Deed · no trust
PAC COMPLETE
Parent Aging Care: Complete
$1,999
Everything in Essentials + Trust + funding work + EIN + 1st-yr review
Tier 4 — À La Carte Standalones
Last Will & Testament
$349
Adv Healthcare Directive
$249
Personal Care Agreement
$249
Financial POA
$229
HIPAA Authorization
$89
Digital Asset Auth
$99
Beneficiary Deed
$249
Warranty Deed
$299
Quitclaim Deed
$229
Add-Ons
⚡ Rush Service — +$99 (Tier 1/2/4) · +$149 (Tier 3 avatar) · 5-day turnaround
🏠 Add'l Property Retitling — +$199 each (HPS only)
🛡️ Annual Legacy Checkup — $249/yr · 2-yr $449 · 3-yr $649 · 5-yr $999
👥 Multi-Avatar Household — 15% off second avatar (auto-applies in builder)
↗ Out-of-Scope Referral — no charge · attorney coordination cases
Objection Responses
❌ "I already have life insurance"
"That's fantastic — you're ahead of most families. Do you also have updated estate documents? Without them, insurance can get tied up when your family needs it most. Would it be worth 10 minutes to make sure everything works together?"
❌ "I can't afford it"
"I completely understand — that's exactly why I focus on affordable options. Most people think this costs thousands with an attorney, but I have packages starting under $350. What would it be worth to avoid $10,000–$15,000 in probate costs?"
❌ "I need to think about it"
"Absolutely — this is an important decision. What specifically would you like to think about? Is it the cost, timing, or do you have questions? Let me send some info and schedule a quick 15-minute check-in. Would [day/time] work?"
❌ "I'm not interested"
"I totally understand. Can I just ask — if something happened to you tomorrow, does your family have legal access to your accounts and know where everything is? [Pause] That's exactly what this fixes. Would it be worth 10 minutes to make sure they're protected?"
❌ "I need to talk to my spouse"
"Absolutely — this is a family decision. Could we schedule a brief call with both of you? It only takes 20 minutes and I can answer both your questions at once. What's a good time this week?"
❌ "I already have a will"
"That's great. When was it done? [Listen] Here's the thing — a will still goes through probate in Arizona. A trust avoids that completely. Would it be worth understanding the difference and whether a trust makes sense for your situation?"
✅ They say yes → Move to Stage 5: Sold
🔄 Interested but need time → Move to Stage 4: Hot Follow Up
❌ Clear no → Determine: Is it timing (Stage 6) or firm refusal (Stage 7)?
Hot Follow Up
Follow-Up Cadence
24 Hours After Discovery Call
Personal email or text: "Just wanted to follow up on our conversation. Happy to answer any questions you or your spouse might have." Reference specific thing they shared on the call.
3 Days After
Live phone call. Brief, warm, not pushy. "Hi [Name], just checking back in — have you had a chance to think it over?" Listen to where they are and handle the objection.
7 Days After
Final follow-up call. "I want to make sure you have everything you need to make this decision. Is there anything I can clarify?" If still undecided after this → move to 60-Day Drip.
Hot Follow-Up Scripts
📞 24-Hour Check-In Call
▼
You Say:
"Hi [Name], Daniel Brown here — we talked yesterday about getting your family's estate documents in place. I just wanted to follow up and see if you had any questions, or if you'd been able to chat with [spouse/partner] about it."
💡 Reference something specific from their call to show you listened. Personalization closes the gap.
If They Have Questions:
"Great, I'm glad you brought that up. [Answer question.] Does that help clarify things? I want to make sure you feel completely comfortable before we move forward."
Soft Close:
"Based on everything we talked about, the [package name] would give your family the protection they need. Would you like to go ahead and get that scheduled this week?"
👥 Spouse/Partner Involved — Joint Call Close
▼
You Say:
"That makes complete sense — this is a family decision and it's great that you're making it together. Could we set up a quick 20-minute call with both of you this week? I can walk through everything at once, answer both your questions, and you'll have all the info you need to decide."
✅ Get the joint call on the calendar before hanging up. "What's better — Tuesday or Thursday?" Give them two options, not an open question.
✅ They commit → Move to Stage 5: Sold
⏳ No decision after 3 attempts → Move to Stage 6: 60-Day Drip
❌ Firm no during follow-up → Move to Stage 7: Hard No
Sold
Intake Information — Gather Everything Below
Full legal name(s) of client(s)
Date of birth
Current address
Spouse/partner legal name + DOB
Names and ages of children / dependents
Desired guardian for minor children (if applicable)
Primary beneficiaries
Contingent beneficiaries
Real property owned (addresses)
Healthcare agent (for medical directive)
Financial POA agent
Package selected + payment collected
Post-Sale Confirmation Message
✉️ Send Immediately After Payment
▼
Subject:
"You're all set — here's what happens next"
Body:
"Hi [Name], welcome to Lasting Legacy Pro — you've made an important decision for your family. Here's what happens next: I'll reach out within 1 business day to gather the information needed to prepare your documents. Once I have everything, documents are typically completed within 5–7 business days. I'll then schedule a brief signing walkthrough. If you have any questions at all, I'm at 480-933-5330. Thank you for trusting me with this — Daniel Brown"
🎉 Terminal stage — document preparation begins. Update CRM with package, revenue, and completion date.
Lost — Not Ready (60-Day Drip)
💡 These people are still warm. The timing just isn't right. Your job is to stay visible, stay valuable, and be the first call they make when life shifts.
60-Day Nurture Sequence
Week 2 — Educational Email
Send something genuinely helpful — Arizona probate stats, "5 documents every family needs," or a short story about what happens without a plan. No ask. Just value.
Week 4 — Soft Check-In
Brief personal text or email: "Hi [Name] — Daniel Brown here. Just checking in. No pressure at all — just want to make sure you have what you need if the timing ever works out. Happy to answer any questions."
Week 6 — Webinar Invite
Invite to your free educational webinar. Low-commitment, high-value touchpoint. Subject: "Free Arizona Estate Planning Webinar — [Date]"
Week 8 — Final Re-Engagement
One final personal call or email. "Hi [Name] — I want to reach out one more time. I have [limited spots / a special I'm offering this month] and thought of you. If the timing is right, I'd love to help. If not, totally understood."
🔄 Any positive response restarts pipeline at Stage 3 (Pending Decision) or Stage 4 (Hot Follow Up) depending on where they are.
❌ No response after Week 8 → Move to Stage 7: Hard No
Lost — Not Interested (Hard No)
🛑 Do not pursue further. Respect their decision. A professional, graceful exit protects your reputation and occasionally creates a referral even from a no.
Exit Script — End the Call Well
📞 Final Exit Script
▼
You Say:
"Absolutely, I completely understand — and I appreciate you taking the time to talk with me. If anything ever changes — a life event, a family situation, or you just want to revisit this — don't hesitate to reach out. I'm always happy to help. I hope your family stays well. Take care, [Name]."
✅ Short, warm, no pressure. Leaves the door cracked without being pushy. You never know who they'll refer.
CRM Closeout Actions
Mark lead as "Hard No" in CRM
Remove from all active email campaigns
Remove from call task queue
Log reason for no (cost / not interested / timing)
Note any referral potential in record
Do not re-contact
Stage 1 — Drop Completed
📦 The drop is the entry point of the entire B2B funnel. After the drop, the email engine does the relationship work. No follow-up, no calls — let them self-select.
Drop Day Procedure 90 Seconds Per Location
📞 Standard Drop Script — Use Exactly
▼
Walk In · Approach Front Desk
"Hi, I'm with Lasting Legacy Pro — we're an Arizona estate planning firm. I just wanted to drop off a one-page sheet for [the funeral director / office manager / activity director / Dr. [Name]]. It's about referral resources for your clients — no follow-up needed unless they're interested. Could you make sure they get this?"
💡 Hand over the kit. Smile. Walk out. The kit is the partner sheet + business card + small handwritten Post-it note.
If They Ask "What's it for?":
"It's for situations where their clients need estate planning. We handle wills, trusts, and the insurance side. The QR code on the sheet is the easiest way for them to learn more or get on our partner update list."
If They Ask for a Card Directly:
Hand over a separate business card. The kit is for the decision-maker.
✅ If the Decision-Maker Is Free
▼
Same Script, Slower:
"If you'd like to be on our partner email list, you can scan this QR code right here — twice a month I send out a real case study or an Arizona estate law update. Takes 30 seconds to opt in."
⛔ Then leave. Do not pitch beyond this. The relationship gets built through the email engine, not in person.
HOA Activity Director Variation HIGH LEVERAGE
⭐ HOA activity directors at 55+ communities are the single highest-value targets. One good relationship books a free educational talk to 40-80 residents. Worth more than 50 mortuary drops.
🎤 Modified Drop — HOA Activity Directors
▼
After Standard Drop, Add:
"One more thing — I do free educational presentations on estate planning for 55+ communities. 30-45 minutes, no sales pitch, residents leave with a worksheet they can actually use. If [activity director name] is interested in scheduling something, the QR code on the sheet works for that too. Thanks!"
Drop Day Cadence
| Item | Detail |
|---|---|
| Cadence | One Drop Day per week — Tuesday or Thursday, 9 AM–2 PM |
| Daily Target | 25–30 drops per day |
| Tier 1 First | HOA activity directors at 55+ communities, funeral homes, hospice agencies |
| Tier 2 | Senior living, CPAs (solo/small firm), financial advisors w/o insurance license, senior move managers, estate sale companies |
| Tier 3 | Family law attorneys, bankruptcy attorneys, mortgage brokers, SRES realtors, reverse mortgage specialists, Medicare brokers |
| Zone Rotation | Mesa · Chandler/Gilbert · Sun Lakes · Apache Junction · Casa Grande · Queen Creek |
Post-Drop Day Procedure
Log every drop in tracking spreadsheet within 24 hrs
Mark closed/hostile/already-has-competitor as "Removed"
Cross-check tracker vs. GHL after 7 days
Tag opt-ins with their source category
✅ When QR code is scanned and form submitted → Move to Stage B2: Partner Opted In
Stage 2 — Partner Opted In
📧 B2B Partner Nurture — Auto-Running
Not Built — Phase 0 Pending
6-email sequence — bi-weekly for first 5 emails (establishment phase), then monthly newsletter. Sender: Daniel Brown. No pitches, no "checking in." Real case studies, AZ estate law updates, partner tools.
Sequence
6 emails + monthly
Trigger
B2B-Partner-Active tag
Cadence
Bi-weekly → monthly
Status
Spec'd in SOP
Email Sequence Map
| Day | Subject | Purpose |
|---|---|---|
| Day 1 | "Thanks for adding me — here's what to expect" | Welcome + cadence promise + mutual referral invite |
| Day 14 | "The $94,000 mistake (anonymized AZ case)" | Real case study — what went wrong without planning |
| Day 28 | "5 client signals that mean 'refer to LLP'" | Practical signals partners can spot in client conversations |
| Day 42 | "What changed in Arizona estate law this year" | AZ-specific legal update or refresher |
| Day 56 | "Free webinar seats for your clients" | Co-marketing offer — custom referral link with their name on it (CONVERSION POINT) |
| Day 70+ | Monthly newsletter | Case study + law update + tool/resource |
Source Category Tags 17 IN GHL
Source-FuneralHome
Source-Hospice
Source-SeniorLiving
Source-HOA
Source-CPA
Source-FinancialAdvisor
Source-Attorney-FamilyLaw
Source-Attorney-Bankruptcy
Source-Realtor
Source-MortgageBroker
Source-MedicareBroker
Source-EstateSale-MoveManager
Source-Pharmacy
Source-Healthcare
Source-Church
Source-Veterans
Source-Other
✅ Partner opens multiple emails, clicks links, or replies → Move to Stage B3: Partner Engaged
❌ No engagement after 60 days → Move to Stage B6: Cold Partner
Stage 3 — Partner Engaged
🎯 This is where automation hands off to you. Engagement is the signal they're paying attention. Personal touch from here forward.
Reply Response Playbook
✉️ Personal Reply Within 48 Hours
▼
If They Reply with a Question:
Answer directly, conversationally. Treat them as a colleague, not a prospect. End with: "Anything else come up, just reply — I'm here."
If They Reply Asking About Mutual Referrals:
"Absolutely — I'd love to know what you handle so I can send clients your direction when it fits. Quick reply: what kinds of clients are ideal for you right now?"
If They Reply Asking About a Specific Client Situation:
Give them genuinely useful guidance. The webinar link is the cleanest handoff: "Easiest path is sending them to lastinglegacypro.com/webinar — they get a free 45-minute education on what they actually need."
HOA Speaking Engagement Path
🎤 Activity Director Replies — Schedule the Talk
▼
Reply Within 24 Hours:
"Thanks for reaching out! I'd love to do a session for your community. Topic is 'Estate Planning Essentials for Arizona Retirees' — 30-45 minutes, no sales pitch. Residents leave with a one-page worksheet and an invite to my free webinar. I have these dates open: [3 dates, ideally Tue/Thu]. Which works best?"
Send 1-paragraph confirmation email after date is set
Show up early, bring printed worksheets
Bring webinar sign-up sheet
Tag every attendee Source-HOA-Talk-[Community]
Weekly Review Discipline 15 MIN FRIDAY
Check B2B-Partner-Engaged tags — respond within 48 hrs
Check B2B-Partner-Click tags — visibility only, no action
Check B2B-Partner-Producer tags — gold; thank within 24 hrs
Update tracking spreadsheet
✅ Sends referral via partner link OR books speaking engagement → Move to Stage B4: Active Referrer
Stage 4 — Active Referrer
⭐ This is the goldmine relationship. One active funeral home partner who sends 1 client/month produces 12 high-intent prospects per year. Twenty active partners = 240 prospects per year. This tier earns personal touch.
Active Referrer Care Routine
🙏 Personal Thank-You Within 24 Hours of Every Referral
▼
Reply (Email or Text):
"Hey [Name] — just got the referral from [Client Name]. Thank you. I'll take great care of them and keep you posted on outcome. Means a lot you thought of me."
📌 Speed matters more than length. 24-hour response keeps the referral loop alive.
📨 Outcome Update After Client Closes
▼
Send After Client Signs:
"Hey [Name] — quick update. [Client] just finished their estate plan today. They mentioned how grateful they were that you pointed them my way. Wanted you to know it landed well. Thank you again."
Quarterly Touch — Active Referrer Maintenance
Q1 Touch — Personal Note
Handwritten card or email: "Quick note to thank you for the partnership this quarter. Means a lot."
Q2 Touch — Coffee or Lunch
In-person if local. Genuine relationship-building, not a sales meeting. Ask about their business, listen, offer help where natural.
Q3 Touch — Useful Resource
Send something genuinely helpful for their business — an article, a referral, a piece of news relevant to their industry.
Q4 Touch — Year-End Thanks
Holiday card or end-of-year note. Specific reference to their best referral of the year.
⚖️ Compliance Note: AZ attorney/financial advisor partners — mutual referrals only, no fee-sharing. Funeral homes, hospice, senior living, realtors, mortgage brokers, senior move managers — fee-sharing OK but verify firm policy.
✅ Establishes mutual referral relationship → Move to Stage B5: Reciprocal Partner
Stage 5 — Reciprocal Partner
Reciprocal Partner Operating Standards
Track every referral sent in BOTH directions monthly
Maintain rough parity — don't take more than you give
Personal touch quarterly minimum — never let it cool
Their clients get priority calendar slots
Annual in-person meeting if geographically possible
Holiday gift — modest, personal, not promotional swag
When You Refer to Them
📞 Warm Handoff Call — Best Practice
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Step 1 — Tell Your Client First:
"I have a partner I trust for [their service]. Their name is [Partner]. I'm going to send them a quick note that you might be reaching out — that way they know to expect your call."
Step 2 — Heads-Up to Partner:
"Hey [Partner] — sending [Client Name] your way. Quick context: [1-2 sentences]. Their phone is [#]. Thanks for taking care of them."
🏆 Terminal stage — highest-value relationship tier. Maintained, not converted further.
Stage 6 — Cold Partner
💡 Cold doesn't mean lost. Many B2B partners take 6-12 months before their first referral situation arises. Stay visible. Don't push.
Cold Partner Email Cadence
Monthly Newsletter Continues
They keep getting the monthly case study + law update + tool email. No special re-engagement campaign — just steady value.
No Personal Outreach
Don't call. Don't visit again. The drop already happened — pestering them will get the partner sheet thrown out.
Re-Drop After 12 Months (Optional)
If location is in regular zone rotation, drop a fresh sheet during normal Drop Day. Treat as a new touchpoint, not a re-pitch.
🔄 Any positive engagement (open multiple, click, reply) → Move back to Stage B3: Partner Engaged
❌ Asks to unsubscribe, business closes, competitor partnership confirmed → Move to Stage B7: Removed
Stage 7 — Removed
🛑 Respect the boundary. A removed partner who gets re-engaged becomes a complaint. The list stays clean.
CRM Closeout Actions
Mark "Removed" status in tracking spreadsheet
Unsubscribe in GHL — confirm hard removal
Skip on future zone Drop Day rotations
Note reason for removal (unsubscribed / closed / competitor)
Quote Builder — Live Pricing Tool
⚡ Pricing restructure (May 2026): Flat pricing per estate plan — no Individual/Married split, no Standard/Premium split. Notarization handling and USB digital copy are included in every paid tier above the Starter Pack.
Step 1 — Select Packages
Step 2 — Add-Ons
Add'l Properties (HPS only · +$199 ea)
Annual Legacy Checkup
Select at least one package to generate a quote.
Company Reference — Mission, Values & Quick Links
List Hygiene & Lifecycle Systems BACK-END
🧹 Email Exit Sequence — Auto-Running
Partial — Spec'd, Not Yet Loaded
Runs against every contact in the CRM regardless of source. When a contact has not opened any email in 90 days, they enter a 12-day exit cycle (3 emails). Re-engagement returns them to nurture; no response sends them to archive.
Trigger
90-day inactivity
Cycle Length
12 days
Outcomes
Re-engaged · Archived
Annual Purge
Jan 1 (CSV export first)
⚡ Instant Removal Triggers — Always-On
Partial — Spec'd, Not Yet Loaded
Three hard signals trigger immediate archive without exit sequence: hard bounce, spam complaint, or 180-day total inactivity. Spam complaints are permanent — never re-emailed under any circumstance.
Triggers
Bounce / Spam / 180d
Action
Immediate archive
Spam Status
Permanent
Purpose Statement
Why We Exist
We exist to break the cycle of generational financial ignorance and empower families to climb the ladder of prosperity together.
Too many families live their entire lives without understanding the pivotal financial tools that could transform their children's and grandchildren's futures. Our purpose is to be the bridge between where families are and where they could be.
Fundamental Belief
Wealth-building knowledge shouldn't be reserved for the ultra-wealthy. A frugal family earning $50,000 can become millionaires with the right guidance and tools.
"We plant trees whose shade we'll never enjoy."
Mission & Vision
Mission
To be the trusted financial guardian for families, ensuring their wealth transfers seamlessly to the next generation while building lifelong relationships through comprehensive care.
Tagline
"More than just estate planning – we're your family's financial advocates for life."
Vision
"Simplifying estate planning to empower families' financial futures — creating lasting legacies through clear guidance, not complex confusion."
Core Values
Client-First Ethics
Every decision made with the client's best interest as priority. Never recommend anything not genuinely beneficial to a family's financial future.
Simplicity Over Complexity
Financial planning should be clear and understandable. True expertise means making the complex simple, not the simple complex.
Lifelong Relationships
Building 30+ year relationships, not quick transactions. Success comes from being the trusted financial advocate through every major life transition.
Future-Focused Vision
Focus conversations on the positive vision clients have for their family's future, then work backward to make that vision reality.
Accessible Expertise
Democratize financial knowledge previously exclusive to the wealthy — empowering every family with tools to create generational wealth.
Excellence in Execution
Complete tasks fully and correctly the first time. Quality work that doesn't require rework saves everyone time and builds confidence.
Contact & Web
Social Media
👥
📸
💼
📌
✉️
🏘️
FACEBOOK
facebook.com/lastinglegacypro
INSTAGRAM
instagram.com/lastinglegacypro
LINKEDIN
linkedin.com/company/99204366
PINTEREST
pinterest.com/Lastinglegacypro
SUBSTACK (WISDOM KEEP)
vault.wisdomkeep.org
NEXTDOOR
nextdoor.com/lasting-legacy-pro
Legal & Compliance
Copy-Ready Blocks
Standard Signature Block
Daniel Brown
Founder, Lasting Legacy Pro
Legal Document Preparer | Arizona Estate Planning Specialist
📧 [email protected]
📱 (480) 933-5330
🌐 lastinglegacypro.com
📍 Proudly serving Arizona families statewide
Founder, Lasting Legacy Pro
Legal Document Preparer | Arizona Estate Planning Specialist
📧 [email protected]
📱 (480) 933-5330
🌐 lastinglegacypro.com
📍 Proudly serving Arizona families statewide
Standard Disclaimer
Lasting Legacy Pro provides estate planning services through legal document preparation. We are not attorneys and do not provide legal advice. Our wealth-building strategies involve coordination with financial and tax professionals as appropriate for your situation.