Workflow Automation
Visual workflow builder that qualifies estate planning leads and automates intake. From form submission to scheduled consultation.
flowbuilder.app
Estate Planning Intake
Branches based on estate value
Form Submitted
New intake
Estate Value
>$500K?
Yes >$500K
Send Email
Intake questions
Wait
2 hours
Schedule
Book meeting
No ≤$500K
Add to Nurturing
Tag & segment
Send Resources
Educational
47
Processed
32
Qualified
18
Scheduled
15
Nurturing
Live Activity
LiveForm submitted
Robert Chen
Qualified (>$500K)
Robert Chen
Email sent
Robert Chen
Visual Builder
Drag-and-drop workflow design
Email Automation
Smart sequences & follow-ups
Calendar
Auto-schedule consultations
Analytics
Track conversion rates
Interested?
Tell us about your practice. We'll reply within 24 hours.