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FollowUpBoss might be a bit more popular than HotDocs. We know about 1 link to it since March 2021 and only 1 link to HotDocs. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
There are others like hotdocs.com or xpertdoc.com but I've never checked them out. Source: about 3 years ago
Send each new lead and past client a "Happy 4th of July" type text. You can set up an automated drip campaign for simple things like this in your CRM; followupboss.com is probably one of the best ones I've used, but you could use most CRMs that have drip campaigns. Here my biggest thing is "more touch points" since most clients forget about their agents. Source: 8 months ago
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