Clients called before their permit expires
You helped them three years ago. Their work permit ends in April. She calls in December, learns what's changed, and books them with the consultant before it becomes a rush.
A permit expiry date on a closed or open file, at the months-ahead mark you set.
Calls with the date, asks what's changed in their job, study or family, books a consult.
Repeat clients booked early, with their new situation noted for the consultant.
How it works
- Watches expiry dates
Study permits, work permits, visitor records and PR cards on your files, at the months ahead your practice picks.
- Calls with the date
"Your work permit shows an end date of April 12th. Ms. Adeyemi asked me to check in early."
- Learns what changed
A new employer, a finished program, a marriage, a baby, more Canadian work experience. Each can change the plan.
- Books the consult
With the consultant who handled the last file, at your returning-client fee if you have one.
- Sends the checklist
Current permit, passport, recent pay stubs or enrolment letter, whatever your consultant asks returning clients for.
- Notes the not-yet
Someone with other plans gets a note, and a second call later if they agree to one.
Example call
- AI agentHi Arjun, it's Emma from Maple Gate Immigration. Ms. Adeyemi helped with your work permit in 2023. Got a minute?
- CustomerSure. Is something wrong?
- AI agentNot at all. Your permit shows an end date of April 12th, and she likes to start planning early. Has anything changed since then?
- CustomerI got married in the summer, and I've been at the same company three years now.
- AI agentCongratulations! Those are both worth talking through. I have a consult next Wednesday at 6 in the evening. Would you and your wife like to come together?
- CustomerYes, that would be good.
After the call: Ms. Adeyemi has Wednesday 6:00 with Arjun and his wife, "married summer 2026, three years with same employer, permit ends April 12" on the booking, and a returning-client checklist is in Arjun's email.
What your team gets
- Returning clients booked months before their permit ends
- Life changes noted for the consultant before the meeting
- Returning-client checklists sent the same day
- Callback dates for people who aren't ready yet
- A report of expiring permits on your books, called and booked
Questions
Will she tell them which program to apply for?
No. She asks what has changed and books the consult. The plan comes from the licensed consultant.
Can she call people overseas?
Yes, at hours that are daytime where they live.
What if they already used another firm?
She thanks them, marks the file, and doesn't call again.
Hear it on your phone
Request a demo call and the agent phones you, set up for immigration consultants like yours.