More than one brand
Run more than one brand from the same contact list. Each lead hears from the right one, with its own inbox, phone number, messages and call script.
For E-2 visa and investor immigration firms
Turn E-2 inquiries into booked consultations.
Investors ask about the E-2, get your booking link, and go quiet. They're comparing firms, working across time zones and deciding whether to put six figures into a US business. Bookwell keeps following up by email, text and a short phone call until they book their free consultation, and stops the moment they do.
LM
Luc MoreauToronto · E-2 inquiry · Franchise, ~$150k
Booked
- Consultation link from your advisorOpened twice, didn't bookOct 1
- "Did you get the link?" emailOct 4
- Text messageAgreed to texts on your inquiry formOct 6
- Short phone call"Still deciding on a franchise, will book this week"Oct 9
- Consultation booked. Follow-up stopped.Oct 9
Nobody decides to move their family and invest $150,000 in a day. The firm that's still in touch when they're ready gets the consultation.
Most E-2 investors fill in a form with three or four firms. Then life gets in the way: they're still choosing between a franchise and an existing business, talking it over at home, or simply in a different time zone when your email lands.
Your team is busy writing business plans and preparing applications, so chasing people who haven't booked yet slips. Bookwell takes that job off their plate. It follows up on a schedule you approve and hands the lead back to your advisors as soon as they book, reply or say they're not interested.
How it works
Five check-ins over twelve days.
Here's a typical plan. Before every step, Bookwell checks whether the investor has booked or replied, so nobody gets a reminder for a consultation that's already on the calendar.
Day 0
Consultation link
Your team sends the booking link with one click, from the advisor's own inbox. Opens and clicks are tracked.
Day 3
"Did you get it?"
A short note resending the link, in case it went to spam or got buried.
Day 5
Text message
For US and Canadian numbers whose owners ticked the texting box. Everyone else stays on email.
Day 8
Phone call
A quick AI call to check they got the link and still want to talk to an advisor. No answer means one more try the next day.
Day 12
Last email
A polite last note with the link. After that, Bookwell leaves them alone.
Your callThe timing and wording are yours. We set the plan up with you, and you approve every message before it goes out.
The phone call
A friendly check-in. Never immigration advice.
- It sticks to one job. It checks the investor got your booking link, asks if they still want a consultation, and points them back to booking.
- Questions go to your advisors. Eligibility, treaty countries, investment amounts and timelines are for your team, so the call flags anyone who wants to talk to a person.
- Your team sees what happened. Each call is saved on the contact with an outcome and a two-line summary.
- You control the script. Change the wording, try the call in your browser, and publish only when you're happy. Drafts never reach real investors.
Call with Sarah WhitfieldVancouver · 1 min 20 sec
Hi Sarah, this is the scheduling assistant for Harbor Visa Group. You asked about a free E-2 consultation last week, and we sent you a booking link. Did that come through okay?
It did, sorry. We're still deciding between two businesses. Does the investment have to be a certain amount?
That's a great question for one of our advisors. It's exactly what the consultation is for. Would you still like to book a time with them?
Yes, I think that would help.
Perfect. The link is in that email, and I'll let the team know you have questions about the investment.
Saved to Sarah's contact
InterestedWants an advisor
Choosing between two businesses. Has questions about the investment amount. Plans to book.
When it stops
It knows when to step aside.
An investor about to sign with you shouldn't get "just checking in" emails. Bookwell checks again before every email, text and call, and stops straight away when any of these happen.
They bookA consultation on your calendar ends the follow-up.
They replyThe reply lands in your advisor's inbox and a person takes it from there.
They opt outUnsubscribe or reply STOP and every channel goes quiet.
They become a clientOnce they move to an engagement, the reminders end.
Your team steps inMark a lead as no longer qualified and Bookwell stops.
OB
Oliver BennettManchester, UK · E-2 inquiry
Following upConsultation link sentOpened Oct 2 · Link clicked Oct 3
"Did you get it?" email sent
No text sentUK number, so email only
Phone call: No answerTrying once more tomorrow
Everything in one place
Know where every investor stands.
Every email, text and call shows up on the investor's contact with the result. Before an advisor picks up the phone, they can see what's already been sent and what the investor said.
- Opens and clicks on the consultation link
- Call outcome and a short summary
- Why a step was skipped, in plain words
- Booked, replied or opted out, as soon as it happens
Built for how E-2 firms work
Made for the way investor visa firms actually sell.
Built for international leads
Your investors are in Toronto, London and Sydney. Everyone gets email. Texts and calls only go to numbers where they're supported and allowed.
Consent comes first
Texts only go to people who ticked the box on your inquiry form. Opt-outs are honoured on every channel.
After the consultation, too
Plenty of investors take weeks to decide after the first call. People your team has already spoken to get their own, gentler check-in.
From your advisor's inbox
Emails come from your advisor's real address, and replies land there like any other email. Investors deal with a person, not a no-reply address.
New inquiries only
Bookwell starts with leads that come in after launch, so past inquiries don't suddenly get a wave of messages.
Book more E-2 consultations.
We'll walk you through Bookwell from the first inquiry to a booked consultation, and map out what your follow-up plan would look like. It takes 30 minutes.