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
The Revenue Leak Framework
Four places revenue leaks out of your business
Most service businesses lose money in the same four spots. Plug all four and you stop the leak.
Leak 1: The Unanswered Call
Your phone rings while your crew is on a job. The lead hangs up and calls the next name on Google. Our AI Voice Assistant answers every call, day or night, qualifies the lead, and books the appointment.
Leak 2: The Slow Follow-Up
A web form gets filled out at 9pm. By the time you respond the next morning, the lead has hired someone else. Our AI Chatbot responds in seconds, holds a real conversation, captures the lead, and qualifies them while their interest is still hot.
Leak 3: The Forgotten Reviews
Happy customers walk away without leaving a review. Future buyers pick the competitor with more stars. Our Google Review Automation requests reviews from every completed job and helps your business become the obvious choice on the local map.
Leak 4: The Dormant Database
You already have hundreds of old leads and past customers sitting in your CRM. Most are still in the market. Our Database Reactivation runs automated campaigns that wake up dormant contacts and turn them into booked appointments.
Plug all four leaks and you stop losing money to broken communication.
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
I take four new clients a month. Here is how to claim a slot.
I personally build and manage every system. When this month is full, the next opening is the following month. The strategy call is a real conversation about whether your business is a fit. No pressure. No pitch.
Or call me directly at 928-628-6080.