Demo environment for Miller Estate Solutions. Submissions are tagged for easy cleanup.
Miller Estate Solutions

Serving Minnesota, Wisconsin and the Eastern Dakotas

Try the lead intake paths

Walk through what a family would use: a short inquiry, a progressive survey, a large gallery upload, and chat. You do not need to straighten up before trying this. Use test contact info unless you want a real follow-up.

Step 1

Short inquiry form

One-page contact capture with up to 10 photos. Fast path for a simple lead.

Try the form

Step 2

Progressive intake

Step-by-step survey that qualifies the estate as the family answers. More context before the first call.

Try progressive

Step 3

Send a larger photo gallery

When a family has dozens or hundreds of room photos, the bulk uploader sends a gallery link back to the file.

Try bulk upload

Step 4

Chat with us

Ask about services, timelines, or how to send photos. A team member can step in when you need a person.

Open chat

Behind the scenes

What runs in the CRM

These pieces are configured in the Miller demo account. During a live call you can flip to the pipeline board and automations.

  • Warm intro email first (credibility, no pricing yet)
  • Speed-to-lead text when the form submits
  • New opportunity on the Estate Jobs pipeline
  • Persona tags for high-value, fiduciary, downsizer, overflow
  • Photo gallery link and count on the contact after bulk upload
  • Sentiment-gated review ask before any Google link
  • Manual Jobber handoff after Won / Booked (day one)