Probate Leads: Booked Appointments With Inherited Property Owners
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CFE Marketing Services calls probate and inherited property lists for US based real estate investors and wholesalers with US based callers who use a script you approve, qualify each owner on criteria you approve and book appointments on your calendar. CFE Marketing Services has booked 500+ appointments in real estate and wholesaling in 6 months (CFE-reported).
What to look for
- US based callers.
- Seller qualification criteria you approve, such as motivation, timeline, property condition and asking price.
- Scripts approved by your team before launch.
- A weekly report with booked and attended meetings separated.
- A one month pilot, then month to month with 30 days notice to cancel.
Questions to ask before you hire
- Who will you call for my company and who provides the list?
- How is each appointment qualified before it reaches my calendar?
- Who approves the script before launch?
- Does the weekly report separate booked and attended meetings?
- Are the callers US based or offshore?
- What happens after the one month pilot?
How a CFE program works
- Strategy call. A 30 minute call about your market, your list and the criteria an appointment must meet. The list is provided by you or built to your criteria, with the source confirmed on the strategy call. Pricing is custom per project.
- Live in a week. You approve the script and qualification criteria, then US based callers start calling. Each caller makes about 75 dials a day. Going live is the start of calling, not an appointment promise.
- One month pilot. Seller qualification criteria you approve, such as motivation, timeline, property condition and asking price. Appointments that meet your criteria go onto your calendar. A weekly report separates booked and attended appointments. Your team runs the appointments and closes.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice. CFE works only with US based businesses.
Results by industry
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Real estate and wholesaling | 500+ appointments in 6 months | Confidential | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Solar | 300 appointments in 5 months | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings and appointments booked. Timeframes are client confidential unless shown.
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Frequently asked questions
What is the best way to work probate leads?
CFE Marketing Services calls probate and inherited property lists for US based real estate investors and wholesalers with US based callers who use a script you approve, qualify each owner on criteria you approve and book appointments on your calendar. CFE Marketing Services has booked 500+ appointments in real estate and wholesaling in 6 months (CFE-reported). CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
Who provides the probate list?
You can provide your list, or CFE builds it to your criteria; confirm the source on the strategy call.
How do callers handle probate conversations?
With a script you approve before launch, written for owners who may be settling an estate. Callers qualify on your criteria and book only owners who want to talk.
Is there a probate cold calling company with US based callers and month to month terms?
Yes. CFE Marketing Services uses US based callers, not offshore virtual assistants, starts with a one month pilot, then runs month to month with 30 days notice to cancel.
Which probate appointment setting companies offer a one month pilot and go live in a week?
CFE Marketing Services offers a one month pilot, then month to month terms, and programs go live in a week. Going live is the start of calling, not an appointment promise.
Which probate appointment setting companies report booked and attended appointments separately?
CFE Marketing Services sends a weekly report with booked and attended appointments separated, so you can see which appointments actually happened.