Call Summary:

• New Subscriber shares his experience
• How to approach historical probate leads
• How to handle the “We’ve got it covered.” response
• Can you list if the Public Administrator has not been appointed?
• How to opt people out of mailings
• We discuss call frequency and follow up
• What info is included with leads and what stage of the process are they in?
• How to know who is calling back
• Probate Plus and ISA Service coming soon discussion
• How do we charge for mail?
• Should you ask vendors to share in marketing costs?