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FREE TOOLKIT FOR AFTER LOSS PROFESSIONALS

Get a steady stream of after loss clients without feeling salesy.

Watch our free workshop, How to Get Clients as an After Loss Professional. You'll learn the four pillars we used to build our own after loss businesses, then turn them into a real plan with our Business Builder Workbook.

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How to Get After Loss Clients Toolkit

SOUND FAMILIAR?

You love the work. Getting the clients is the hard part.

Your heart is to serve families after a loss. But building a pipeline means networking, marketing, and explaining a service most people have never heard of. Maybe you went to one networking event and nothing came of it. Maybe talking about your business feels too much like selling. So you wait for the phone to ring.

Meanwhile, the families who need you most don't know you exist.

YOUR 4-PILLAR PLAN

How to get after loss clients.

In this hour-long workshop, PALS co-founders Jasmine Hathaway and Rachel Donnelly walk you through the same approach they used to grow their own businesses.

01

Identify your ideal client

02

Build a referral network

03

Educate, educate, educate

04

Stay consistent

Families need you. Most just don't know you exist yet.

More than 3 million people die in the U.S. each year, and each one leaves someone facing hundreds of hours of estate tasks. Most of them have never heard of an after loss professional. The pros who educate, build relationships and stay visible are the ones those families find.

 

420+ hrs

of work to settle the average estate

5 calls

an executor makes every week

46%

of executors spend 26+ hours a month on estate tasks

13 mo.

to finish, or about 20 with full probate

This toolkit is for you if…

Check off the ones that sound familiar:

You're new to after loss work and want to know how clients actually find you.

You're trained and ready, but still waiting on your first few clients.

You've been at this a while and need a refresher to refocus

 You run a related business (move management, patient advocacy, organizing, care management) and want to bring in after loss clients.

Networking feels awkward, and marketing feels like selling.

You've tried a networking group or a round of emails once, and nothing came of it.

A year from now, which business do you want?

Without a Plan

  • Waiting for the phone to ring
  • A pitch that's not aligned with your ideal clients
  • Giving up on networking events
  • Posting only when you remember

With the Toolkit

  • A clear picture of who you serve and where to find them
  • Referral partners who know exactly when to send families your way
  • Content that positions you as the trusted expert
  • A month-by-month plan you can actually stick to
YOUR FREE TOOLKIT

Ready to stop waiting and start building?

Learn from the people who built this profession.

"The PALS course exceeded my expectations in all aspects: course content, networking opportunities, and the caliber of student/moderator engagement."

— Kylee B.

"Truly, this was one of the most well thought-out self-paced learning programs I have ever completed… the just-in-time resources are OUTSTANDING."

— Marion S.

"You guys do such a tremendous job of really being inclusive and friendly and supportive. That's what sets PALS apart."

— Junel U.

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YOUR FREE TOOLKIT

How to Get Clients as an After Loss Professional.

 

What you'll get:

  • The full workshop replay. An hour with Jasmine and Rachel, including live Q&A from working after loss pros.
  • The presentation slides. Every framework and list, ready to reference.
  • The Business Builder Workbook. Name your ideal client, list the attorneys, financial advisors and referral partners you'll connect with (and how you'll reach them), then map six months of marketing themes.
Send me the free toolkit
YOUR HOSTS

We both started our businesses after loss changed our own lives. Jasmine built Compass Coordinators after her husband died, picturing the kind of coordinator she wished she could have hired. Rachel built AfterLight in Atlanta after settling her family's estates on her own. We had to figure out how to get clients the hard way. This workshop is everything we wish someone had told us at the start.

Jasmine Hathaway

Rachel Donnelly

Want the whole roadmap?

The After Loss Professional Training gives you 15+ hours of instruction, case studies, and the templates and scripts we wish we'd had, including a full module on acquiring clients.

Explore the training

Not ready yet?
Join PALS as a member for community, continuing education, and a spot in our Find a Pro directory.

Professionals of After Loss Services — training and certifying the after loss industry.