Client Base Growth
Turn your existing client base into instructions, cross-sell and referrals.
Segments
Plays running
Active automations across your base
Annual Check-In
312
Audience
9%
Reply rate
14
Instructed
Probate → Lifetime Planning
86
Audience
17%
Reply rate
11
Instructed
Review → Referral
38
Audience
24%
Reply rate
6
Instructed
Lapsed Quote Recovery
74
Audience
12%
Reply rate
8
Instructed
Conveyancing completed 3–5 years ago
412 contacts · £148,000 estimated revenue
| Name | Last matter | LTV | Consent | Current play | Next best action | Owner |
|---|---|---|---|---|---|---|
| Angela Kingsley | Conveyancing · Mar 2021 | £1,200 | Instructed | Annual Check-In | Send annual review email | JM |
| Neil Prescott | Crime · Nov 2023 | £2,113 | New | Probate → Lifetime Planning | Call to discuss LPA | PS |
| Emma Underwood | Lifetime Planning · Jun 2019 | £3,026 | New | Review → Referral | Request Google review | TW |
| Oliver Beaumont | Probate & Estate Administration · Jan 2024 | £3,939 | New | Lapsed Quote Recovery | Send cross-sell: Will & LPA | GO |
| Bethan Doyle | Family Law · Aug 2020 | £4,852 | Instructed | Conveyancing Reactivation | Book reactivation call | DR |
| Isla Ingram | Dispute Resolution · Feb 2022 | £5,765 | New | - | Send referral thank-you | AH |
| David Naylor | Conveyancing · Mar 2021 | £6,678 | New | Annual Check-In | Send annual review email | SB |
| Linda Sutcliffe | Crime · Nov 2023 | £7,591 | New | Probate → Lifetime Planning | Call to discuss LPA | EC |
| Paul Yardley | Lifetime Planning · Jun 2019 | £8,504 | Instructed | Review → Referral | Request Google review | JM |
| Patricia Bradley | Probate & Estate Administration · Jan 2024 | £9,417 | New | Lapsed Quote Recovery | Send cross-sell: Will & LPA | PS |
| Richard Grainger | Family Law · Aug 2020 | £10,330 | New | Conveyancing Reactivation | Book reactivation call | TW |
| Rachel Lomax | Dispute Resolution · Feb 2022 | £11,243 | New | - | Send referral thank-you | GO |