Marketing to Prospected Customers

-Build all the ad sets (Facebook) changed every month
-Manage the Google Accounts
-Pay for Third Party ad space directly from websites
-Directing traffic to find qualified prospects

Qualifying the Contacts

Between the click of the ads and entering as a prospect the prospected client completes an 18-question survey (can be customized) to confirm they are the proper profile for your business needs.

Booking Into Your Calendar

40% of the contacts will book directly into your calendar.
(We sync our software directly with your Outlook or Gmail to fill your brokers calendars)

Automatic Text Messages and Emails

Directly to the prospects, from you. As soon as the lead comes in, we send them automatic text messages introducing you as the broker on file with all your contact information. At the same time, you receive a text message and an email with all their information in real time.

Automated VoIP / CRM

We offer the options to have access to an entire automated CRM and VoIP system that lets you track your sales reps in real time. How long it takes the broker to call the new lead(5 minutes or 7 hours?), on which day they got a hold of the contact, how many touches it took to close the business. You can listen to all their recorded calls, everything is tracked for E and O, and all the stats to find out your true ROI and which salespeople are not actually doing what they say they are.

Marketing to Prospected customers

We use several methods to acquire real time leads to build your pipeline.

Facebook, Google, and Third Party PPC Sites.

We target prospects based on a number of demographic variables, the most common being age, postal code, and existing homeowner status. We build incognito pages to always stay compliant with the financial services regulators and update the different ads that are shown every 30 days. This allows you to always get the required monthly leads.

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Qualifying the Contacts

Confirm they are the proper profile for your Business Needs

Once the prospect clicks on one of the targeted ads that’s when the fact finder / qualification starts. Before they are given to the broker in real time they have to go through a customizable 14 – 22 question survey.

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Check out how it looks.

Booking contacts Directly into your Calendar

After the survey is completed the prospect is directed to a landing page with your brokers’ current availability based on their calendar (we sync our software directly with your outlook or Gmail to fill your brokers’ calendars) – 40% of the contacts will book directly into your calendar at this point. Either way, whether they book into your calendar or not, it’s always a good time to call the prospect the moment the lead comes in.

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