Solutions · Medicaid Planning
They are not comparing options casually. A parent is losing assets. A nursing home deadline is approaching. Someone in the family made the decision to act, and they found your firm. When your firm does not respond within minutes, they do not wait. They call the next number on the list.
Medicaid planning cases average $4,000 to $8,000 or more in fees. One additional retained Medicaid client per month covers TAC's founding rate retainer several times over.
The Calibration
Response Tone
Warm and reassuring.
The auto-responder acknowledges urgency without adding to it. The language is written for a family member in a difficult moment, not for a prospective client in comparison mode.
Checklist Messaging
Helpful, not bureaucratic.
Medicaid planning requires specific documents. The follow-up sequence includes a gradually introduced checklist of what to start gathering, sent in a way that feels helpful.
Follow-Up Cadence
Calibrated to how decisions actually happen.
Medicaid leads often go quiet not because they changed their mind, but because they got overwhelmed. The TAC sequence re-engages at intervals calibrated to how long Medicaid planning decisions typically take.
Pipeline Visibility
Medicaid leads tracked separately.
Medicaid leads are tracked in their own pipeline segment, giving the firm conversion rate data specific to this practice area.
Other Solutions