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Sales Funnel To Generate Qualified Leads (Step 2 - Target Suspects With…
Sales Funnel To Generate Qualified Leads
Step 2 - Target Suspects With Pains
Step 1- Identify Pain Points
debt counselling
asset management
debt consolidation
financial planning
investment planning/investement options
retirement planning
income tax planning
estate planning/legacy planning
insurance planning
business succession planning
Step 3 - Identify Traffic Sources of Suspects
FREE and paid sources
Social Media - Facebook, LinkedIn
Local News Columns/Snap Magazine
Membership/Associations
List Broker to purchase targeted lists
Existing client recommendations
Keyword Optimized Youtube videos
Strategic Alliance Partners
PR or Community Relations
Paid Ads - Google/Facebook
Direct mail campaign to targeted high income neighbourhoods
Educational workshops (ie local library)
Unconverted prospect list (ie LinkedIn connections)
Step 3.1 INTERESTED SUSPECTS ON WEBSITE - Attracted To Landing Page For FREE Offer
Lead Magnet Options
FREE Video Series
FREE Report & Guide
FREE Webinar
Step 4 - PROSPECTS- Opts-In To FREE Offer & Contact Info Is Collected
Step 4.1 Prospect Nurturing is Initiated
48 Hour message
7 Day message
24 Hour ? - What is your biggest challenge with....?
2 times per week message for the rest of 30 day period
Immediate Email with info to initial free offer
A message once per week for another 60 day period
Thank you page promotes another offer to FREE consultation
A message on a bi-monthly basis after 90 day period
4.2 Interested PROSPECT - Takes action on Free Consultation Offer Contained Within Dripped Out Nurturing Information Pieces
4.3 Interested Prospect Must Apply/Qualify On FREE Consultation Form
Income - $65 - $100K
Established asset base of $300,000+
Age 40-65
Women
Ask key qualifying questions to determine 5 star prospect
Step 5 - Prospect becomes a LEAD - 1. Books Appointment for FREE Consultation via online calendar
Step 5.1 Initiation of Systematic Conversion Kit Delivery
Success Stories/Case Studies
List of reasons why to do business with our company
Press Coverage (ie where your company has been featured)
Pitch deck - highlights what you do, who you serve, value offering, summary of benefits and solutions you provide
Step 6 Interested LEAD is Given the FREE Consultation
6.1 Completed Consultation and now in LEAD nurturing stage until they are ready to move to next step after reviewing your customized plan
Book another call to review the plan and answer inquiries
Follow up email to confirm they received the plan
Within 24 hours - Thank you note and submit plan
Step 7 - LEAD Becomes CLIENT and Initial On-boarding Process Begins
7.1 Initial On-boarding Checklist To Be Completed
4 more items...
Step 8 Address Specific CLIENT needs to optimize the ROI of their portfolio
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