Case Study – Capstick Dale & Partners

Last will and testament form

06 Apr Case Study – Capstick Dale & Partners

Capstick Dale and Partners came to us in hope that together we could find a way of increasing their client spend, without pressuring their clients through a “hard sell” approach.

After studying the key areas of business covered by Capstick Dale & Partners, we identified where possible growth could be achieved. One key area that stood out as an often overlooked service, was income through providing probate services to executors of wills. After conducting some research we discovered  that many clients had not updated their will since first creating it, and some had not made a will at all!

This realisation gave us the fuel we needed to provide Capstick Dale & Partners with a carefully designed and focussed on hold messaging service that would gently encourage clients to enquire about the will and probate services that are available.

It did not take long for Capstick Dale & Partners to see a return on investment, as within the first week of the messages going live, one existing client instructed them to write a will and another made an enquiry. With the average probate fees valued at £3,000 per client, the cost of their new and improved on hold messaging service was more than covered.

Have a listen to a sample of the messages that are now playing at Capstick Dale and Partners:

If you’d like to find out how we can help your business, call us on 01277 374 600.