Replay & Giveaway: You Have a Lead, Now What?
I joined Twenty Over Ten, digital marketing experts, to discuss how to move leads to clients using a pipeline. We talked about sales process and how to build a pipeline in your practice today to convert more leads, shorten sales cycle and grow with intention. I wanted to share the replay as well as a series of tools we provided attendees.
Watch the replay
Start at minute 21 to get right to the how to build a pipeline.
Access the tools
We provided tools including, a follow-up formula and sample email templates to help you book more meetings with leads. Also included is a pipeline process framework to organize and build a pipeline for your business.
Want more leads?
Twenty Over Ten has built an outbound marketing tool specifically for financial advisors. While we talk about how to convert a lead in the webinar if you're looking to generate more leads I highly recommend learning how you can grow your firm by utilizing Lead Pilot's turnkey marketing solution. Automate your entire marketing efforts with automated campaigns through social media and email.
Stay tuned for a review of LeadPilot with recommendations as to how I'd use the tool to generate and manage leads!
