Envision a practice where every person ready to protect their family actually books a meeting.
Most people think about estate planning for months before acting. When they finally call, they are ready. If your office does not answer, that motivation evaporates and they put it off another year. AI Peak Biz ensures you capture every ready prospect the moment they reach out.
The Problem
What is costing your business money right now
Ready Prospects Lost to Voicemail
Estate planning is a considered decision. People think about it for months before calling. When they finally act, they call one firm. If you do not answer, they do not leave a message — they procrastinate for another 6 months. You just lost a $3,000 trust package to inaction.
Typical loss: $5,000 to $15,000 per month in lost flat-fee engagements
Low Conversion From Seminars and Workshops
You host estate planning seminars that draw 30 to 50 attendees. But converting attendees to consultations requires follow-up within 48 hours. Your staff manages to call 20 percent. The rest cool off and never schedule.
Typical loss: $10,000 to $30,000 per event in unconverted attendees
Existing Clients Never Update Their Plans
Life changes — new grandchildren, divorces, asset changes — require estate plan updates. But clients never think to call. Without proactive outreach, you miss thousands in update fees from your existing client base every year.
Typical loss: $8,000 to $20,000 per year in update revenue
El Marco de Fugas de Ingresos
Cuatro lugares donde los ingresos se escapan de tu negocio
La mayoria de los negocios de servicios pierden dinero en los mismos cuatro puntos. Tapa los cuatro y detienes la fuga.
Fuga 1: La Llamada Sin Contestar
Tu telefono suena mientras tu equipo esta en un trabajo. El cliente potencial cuelga y llama al siguiente nombre en Google. Nuestro Asistente de Voz con IA contesta cada llamada, de dia o de noche, califica al cliente potencial y agenda la cita.
Fuga 2: El Seguimiento Lento
Un formulario web se llena a las 9pm. Para cuando respondes a la manana siguiente, el cliente potencial ya contrato a alguien mas. Nuestro Chatbot de IA responde en segundos, mantiene una conversacion real, captura al cliente potencial y lo califica mientras su interes sigue fresco.
Fuga 3: Las Resenas Olvidadas
Los clientes satisfechos se van sin dejar una resena. Los futuros compradores eligen al competidor con mas estrellas. Nuestra Automatizacion de Resenas en Google solicita resenas de cada trabajo completado y ayuda a tu negocio a ser la opcion obvia en el mapa local.
Fuga 4: La Base de Datos Inactiva
Ya tienes cientos de clientes potenciales antiguos y clientes anteriores en tu CRM. La mayoria siguen en el mercado. Nuestra Reactivacion de Base de Datos ejecuta campanas automatizadas que despiertan contactos inactivos y los convierten en citas agendadas.
Tapa las cuatro fugas y dejas de perder dinero por comunicacion rota.
The Solution
How the AI front desk system works for your business
AI Voice Assistant
Your AI answers every call and explains your estate planning services — wills, trusts, powers of attorney, probate. It answers common questions and books consultations without your staff being interrupted.
Seminar Follow-Up Automation
Every seminar attendee receives a personalized follow-up call or text within 24 hours. The AI answers questions that arose during the event and books consultations while motivation is high.
Life Event Triggered Outreach
Annual check-in messages to existing clients ask about life changes. Those who respond are booked for plan review consultations. Your existing client base becomes a reliable revenue stream.
Real Scenarios
See the system in action
The Seminar That Actually Converts
An estate planning attorney hosts a monthly seminar with 40 attendees. Previously, 6 booked consultations. With AI follow-up within 24 hours, 18 book. At $2,500 average engagement, that is an additional $30,000 per seminar.
The After-Hours Call From a New Parent
A new father decides at 9 PM that he needs a will. He calls your firm. The AI answers, explains your services, and books a consultation for the next week. Without AI, he would have put it off indefinitely.
Existing Client Plan Updates
Annual outreach to 500 existing clients surfaces 40 who need plan updates. At $800 average update fee, that is $32,000 in revenue from clients who would never have called on their own.
Pricing
Systems that pay for themselves
Starting at
$4,997
build + $997/mo
Most popular
$7,997
build + $1,497/mo
Full system
$14,997
build + $2,497/mo
What our clients say
Frequently asked questions
Acepto cuatro clientes nuevos al mes. Asi es como reclamar un lugar.
Yo personalmente construyo y administro cada sistema. Eso limita cuantos negocios incorporo. Cuando el mes esta lleno, la proxima apertura es el mes siguiente. La llamada estrategica es una conversacion real sobre si tu negocio es compatible. Sin presion. Sin discurso de ventas.
O llamame directamente al 928-628-6080.