Services · for subscribers

The data is the advantage. Working it is the business.

Being first only pays if somebody makes the call. These services exist because the gap between a good subscriber and a great one is almost never the data — it's whether the follow-up actually happens, week after week. Pick the pieces you don't have the hours for.

Available to active InheritedData subscribers · (407) 706-9960

Where deals get lost

  • The list gets pulledRecords land in the account on schedule. This part already works.
  • The first calls happenWeek one is easy. Motivation is high and the list is new.
  • Week three arrivesNew records stack up behind the old ones. Nobody's been called twice.
  • The record goes publicProbate is filed. Now everyone has the family's name — and your head start is gone.
5–12touches before most contacts answer
PhoneBurnerdialer our VAs are trained on
24–48 hrsfrom passing to your account
1 ownerper record, always
Weeklygroup training included
What we offer

Four ways to get more out of the same records.

Every one of these is built specifically around inherited property and the conversation it requires. None of it is generic real-estate coaching or a mail house with a template.

01
Virtual assistantsInheritedDataVA · cold calling

Certified VAs who already know the InheritedData system, the platform and the script — so you're not spending three weeks teaching someone what an heir is before the first dial.

  • Trained on your data, not handed a generic list and a pitch.
  • PhoneBurner proficient — the dialer is the job, and they run it from day one.
  • Built for pipeline, not one-off calls: they work the record until it's answered or dead.
  • The tone this data needs. You're calling a family that just lost someone. That's a conversation, not a pitch, and it's the hardest thing to teach.
Best for: subscribers whose records are aging because nobody has the hours to dial.
02
Direct mailInheritedDataDM

Campaigns launched straight off your records — no exporting, scrubbing and uploading a file to a third party who doesn't know what they're mailing.

  • Mailed from the record itself, so the property, the heir and the address stay matched.
  • Timed to the data. Arriving before probate is filed is the entire point; a generic mail drop arrives with everyone else's.
  • Works with the phone, not instead of it. Mail warms the name; the call closes it.
  • Exclusive by definition — nobody else is mailing that household off this data.
Best for: markets where you want presence while you work the phones.
03
Coaching & trainingOnline, team and weekly group

The system, taught. Most subscribers don't need more leads — they need to know what to say when someone picks up.

  • Online training you can work through at your own pace.
  • Team training so your whole office runs one script instead of five.
  • Weekly group training and webinars — the recurring appointment that keeps follow-up from quietly stopping.
  • Knowledge base and calling scripts included with every subscription.
Best for: teams onboarding new callers, or anyone whose contact rate isn't converting.
04
Social media campaignsLocal presence

Heirs check who you are before they call back. Campaigns that make you look established in the market you're calling into.

  • Built for your market, so the name on the caller ID has something behind it.
  • Supports the outbound — a familiar name gets answered more often than an unknown one.
  • Runs while you work, without adding another daily task to your list.
Best for: operators building a long-term brand in a county they intend to hold.
How it fits together

Data first, then the work around it.

Order matters. Services amplify a working subscription; they don't replace one.

1. The record arrives

Death captured, property matched, heirs appended, assigned to you alone — 24 to 48 hours after the passing.

2. Somebody makes contact

You, your team, or our VAs. Phone first: it out-performs every other channel on this data by a distance.

3. Mail backs up the call

Direct mail keeps you present with the households that didn't answer, while you're still the only one who knows.

4. The system gets sharper

Training turns what worked on one call into what your whole team does on every call.

Honest version: the follow-up is the whole game.

We could sell you more records tomorrow. But a subscriber calling 200 records five times will beat a subscriber calling 1,000 records once, every single month. If your list is aging, the answer is almost never a bigger plan — it's a VA, a script, or a standing training slot. That's what this page is for.

Questions

What people ask before adding a service.

Do I have to be a data subscriber?

Yes. These services are built around InheritedData records and the system that works them — they're not sold standalone.

What do they cost?

It depends on volume, market and how much of the work you're handing over. We price it on the call so you're not paying for a package you only half use.

Can I start with just a VA?

That's the most common starting point, and usually the right one. Dials are the bottleneck for most subscribers.

Does direct mail replace calling?

No, and we'd talk you out of using it that way. Mail supports the phone on this data. The families you reach first are reached by voice.

How fast can a VA start?

They're already trained on the platform and the script, so onboarding is short. We'll give you a real timeline on the call rather than a number on a web page.

Tell us where the work is stalling.

Fifteen minutes. We'll figure out whether you need a VA, a mail campaign, training — or none of it.

Book a 15-min call

Or call direct: (407) 706-9960