May was a strong month for Parker & Associates. Your pipeline generated 47 new leads across all channels, up 34% from April. Follow-up compliance held at 100%, meaning every lead received a response within 15 minutes and at least three touchpoints within the first week. Of those leads, 8 qualified consultations were booked, and 3 converted to signed engagements with an estimated value of $67K. Referrals continued to outperform every other channel at a 41% response rate. We recommend doubling your referral ask sequence and launching an estate planning content series heading into June.
| Prospect | Source | Sequence | Touches | Days to Book | Outcome |
|---|---|---|---|---|---|
| Meridian Supply Co. | Inbound | Hot Lead | 2 | 1 | Engaged |
| Clearwater Holdings | Referral | Warm Lead | 3 | 4 | Engaged |
| BluePeak Ventures | Inbound | Hot Lead | 2 | 2 | Engaged |
| Cornerstone Realty Group | Referral | Warm Lead | 4 | 6 | Pending proposal |
| Greystone Enterprises | Outbound | Cold Lead | 5 | 11 | Evaluating |
| Novak Family Office | Inbound | Hot Lead | 2 | 1 | Scheduling follow-up |
| Ashford Developments | Referral | Warm Lead | 3 | 5 | Requested info |
| Summit Tech Partners | Outbound | Cold Lead | 6 | 14 | Not proceeding |
Referrals converted at 41% response rate vs. 18% for cold outbound. Ask your top 5 referral sources for warm introductions. Each referral is worth 2.3x an outbound lead.
17 leads qualified but only 8 booked. The remaining 9 showed intent but stalled. We’ll launch a re-engagement sequence with a time-sensitive consultation offer to recapture these before they go cold.
3 of 8 consultations came from estate planning inquiries, but your website has minimal estate planning content. A 4-post educational series could increase inbound leads in this practice area by 20–30%.