PROSPECT MOTIVATION COLLECTION
A set of workflows, tools, and guides to make their next steps easy.
Without clear next steps, people do not act. Guide them effortlessly. It would be great if every prospect turned into a client based off of one ad, one message, or one simple ask. However, real, effective marketing happens when you pay attention to stages. Every prospect is at a different stage with you, and your marketing has to align with that. Below is just a sampling of how we help you move people through the stages. We’ve made it easy too.
This eight week drip email campaign is designed to motivate cold prospects to request an appointment with you.
Communicate the many benefits you provide. Do it all automatically and effectively.
You know why you’re different. Help prospects see it too. This campaign highlights ten reasons why people should work with CFP® professionals.
Just the automated boost you need to position yourself as the must-work-with advocate you know you are.
Engage website visitors instantly with videos that show off what makes you the best choice. Don’t just show them a stock animated video that thousands of other advisers also have.
Our production team will handle everything so you can showcase what really makes you unique!
- Complements your own website
- Crafted to be persuasive
- Automates tedious tasks
- Designed by marketers
- Easy to launch
- Results are tracked
There are systems and practices to put into place. There are multiple, ongoing initiatives to launch. And there are campaigns, communications, and coordinated outreach to manage.
If you’ve been frustrated, trying to piece together activities and content like this, then it’s time to try something different.
You can work on attracting leads without burning up time and brain power, or breaking the bank! You can reach new prospects in ways they appreciate and respond to.
There are even more documents, campaigns, and workflows you’ll have access to when you join.
Attracting new leads is great, but it’s one goal out of a few more that you likely have for your practice!
What else can we help you with?