Good clients grow slowly. Tend them well.
Lead Garden holds every prospect and referral from first mention to first policy. Each lead has a stage, a source and a next step, and the garden reminds you when a lead has gone quiet for too long. Referrals stay linked to the client who gave them.
Seed14
Sprout9
In talks5
Client3
What Lead Garden does for your practice.
Stages that fit advisory
Seed, sprout, in conversation and client. Simple stages that match how trust is built in this business.
Referral links
Every referral stays linked to the client who introduced them, so you can thank them properly.
Quiet-lead nudges
When a lead has not heard from you in a while, it rises to the top of your follow-up list.
Quick capture
Add a lead from your phone in seconds after a society meeting, a seminar or a chance conversation.
Source tracking
See which sources bring clients who stay: referrals, events, walk-ins or digital enquiries.
One-step conversion
When a lead becomes a client, their details move into Client Book without retyping.
From first record to stamped done.
Plant
Capture the lead with name, source and what they are interested in.
Tend
Schedule follow-ups and keep notes after every touchpoint.
Nudge
Quiet leads rise up your list before they go cold.
Harvest
Convert to a client and carry everything into Client Book.