Follow-Up and Conversion: Turning Leads Into Clients

This Course Will Be Taught Live On THURSDAY, OCTOBER 1, 2026 at 11:00am ET.  Use Code  PFU100  for $100 off the live event. Discount only available for those who register before Friday, September 25th at 11:59pm PT.    

Build a follow-up system for the time between a first conversation and an appointment.

Time to plan for: About 2 hours of course material.

What this course covers

• Plan a repeatable series of useful follow-ups
• Stay in touch with records that are not ready yet
• Re-engage prospects who have gone quiet
• Move an active conversation toward an appointment

Why it matters: Probate decisions often unfold over months. A steady, useful follow-up system keeps the relationship alive without relying on one call.

Want more than one course?

Choose a bundle instead of completing this individual-course checkout.

Five Core courses — $497. Build the full foundation, then add an elective later. Choose the Core Bundle

Five Core courses plus one elective — $997. By taking all 5 Core Courses and an Elective of your choice, you will earn your Certified Probate Expert (CPE) designation.  Choose the CPE path that fits your business:

• Probate Prospecting — direct outreach and appointments
• Relationships That Refer — attorney and vendor referrals
• E.A.R.N. — attorney referral relationships
• Marketing That Converts — mail, email, social, and search

All five Core courses and all four electives — $2,497. Choose the Complete CPE Bundle

The CPE designation requires all five Core Curriculum courses plus at least one elective.