Are you ready for 2024
Use our free checklist to review your business performance and be ready for 2024.
What’s New?
There’s been lots of work happening behind the scenes at The Estate Planner’s Toolkit to develop new resources that will make it even easier (and more profitable!) for you to run your will writing business.
The benefits of carrying out a customer survey to help your Will writing business (and how to do it)
Every successful business owner knows that one of the cornerstones of success is a thorough understanding of your clients and potential clients. This is where a customer survey comes in. It not only allows you to get valuable feedback on the service you are providing, but you can also use the survey to find out…
How to attract more customers to your Will Writing business by understanding the customer journey
Business owners and marketers understand the power of being aware of the buying journey their customers take, and how to help them progress…