Field Notes

A practical guide every Monday on catching, answering and converting every enquiry. Each one comes from a system we've built and tested in a working business.

Field Notes by Meridian Dynamics

Estate agents: follow up every portal lead, show day and valuation
5 2 min
estate agent lead follow-upproperty portal leads+3

Estate agents: follow up every portal lead, show day and valuation

Portal leads, show-day visitors and valuation requests go cold for the same reason: nobody follows up in time. A follow-up system that keeps every buyer and seller warm until they're ready to sign.

Law firm intake: answer every new client before they call the next firm
0 2 min
law firm client intakelegal intake form+3

Law firm intake: answer every new client before they call the next firm

A new client who can't get hold of you calls the next firm on the list. A practical intake system for law firms: instant acknowledgement, conflict-check questions, booked consults and no lost matters.

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  • Cape Town, South Africa

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