Kaizen Growth · Client Leak Solutions
The Client Leak Calculator
Every estate planning firm loses some new inquiries to a slow callback, a cold transfer, or a form nobody answered in time. Answer two questions about how your office actually handles intake, and see roughly what that’s costing you a year.
01 When someone calls your office for the first time, what usually happens?
02 When someone fills out a form on your website, how fast do they hear back from a human?
Your numbers
Answer both questions above to unlock your estimate.
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Estimated annual leak
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This is a directional estimate based on the assumptions above and the patterns we see across estate planning firms — not a guarantee. A full audit tests your actual phones and forms and gives you the real number, line by line.