A recently bereaved client calls about estate planning while you're deep in an IHT review. ForgeMason answers with sensitivity, captures the details, and books an urgent appointment — so a vulnerable prospect doesn't hang up and call elsewhere.
Christchurch is one of the most affluent retirement towns in the south of England, with a high concentration of older homeowners facing significant inheritance tax liabilities. These are clients who need thoughtful, ongoing advice — and when they first reach out, timing matters. A bereavement, a property sale, or a child starting a conversation about Mum's estate: these calls don't come at convenient moments. If your phone goes unanswered during a review meeting, that prospect moves on. ForgeMason captures every call — IHT enquiries, estate planning queries, later life planning requests — and books the meeting while the prospect is engaged. You remain focused on your current client without losing the next one.
Enquiry type, contact details and urgency captured. You have full context before making the callback.
Initial meetings booked directly into your diary. Prospects get a confirmed time, not a callback promise.
Existing clients recalled at the right interval. Review relationships stay active without manual chasing.
Redundancy, bereavement, tax year end — time-sensitive calls flagged for priority callback.
No financial advice given. No regulated activity undertaken. Captures and routes — exactly as a human receptionist would.
Post-meeting review requests build your local reputation and referral pipeline.
Free 20-minute demo. See how ForgeMason captures enquiries for your Christchurch IFA practice.
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