Sales Coaching

So, you’re now generating enquiries

That’s great news but how do you ensure you’re maximising each available lead. Answer, you need to build a lead workflow & client nurture journey. It’s an effort to initially complete, but once done it’ll return such an increase in conversions that the time spent will be one of your greatest investments. It’s worth mentioning here that choosing the right CRM (Client Relationship Management) system will turbocharge your finished product.

So, where do you begin in mapping out your client nurture journey? My suggestion is to purchase the biggest whiteboard you can accommodate then, with the whiteboard in portrait angle, start with “Lead” at the top centre. What are the options from here? Is your first step a holding email

“Thanks for your enquiry…….”.

Once you’ve made contact with the lead
then they basically have three options:-

Not Interested

What happens now. Not interested just means not yet. Add them to a monthly newsletter chain or some sort of regular update.

These clients stay in this loop until they either move to interested but not ready or move to interested and ready. At either point they move to the corresponding workflow.

Interested but not ready

What happens now? The client has shown intent so needs to be kept warm. You need to show that you’re the right fit for each other & delaying equals missing out. The interested but not ready client needs to receive weekly updates on rotation such as testimonials, did you knows, latest projects, etc. Communication should prove you are the right choice for them. Ensure each message has a call to action and make sure you touch base with them at least once every six weeks. Failing to do so will likely see them purchase from a competitor when that right time arrives.

These clients stay in this loop until they either move to interested & ready or move to not interested. At either point they move to the corresponding workflow.

Be aware that communication is king during this sales phase but only if that communication is relevant. The weekly communications MUST be meaningful and relevant to maintain engagement. If they don’t hold some form of value, then this client will soon unsubscribe and be gone for good.

Interested & ready

The perfect client. These move straight into the sign-up stage and move on to a new workflow for operations where you streamline the delivery process.

As you can see, maintaining quality communication and adding regular calls to action to those clients that don’t say yes on day 1 will massively convert your leads to sales. The right CRM system will simplify this whole process.

The constantly evolving Marketing section of the grow Partnership website gives you access to videos, written text & downloadable documents to help you navigate the world of finance.

Contact Us Today To Have Your Free Consultation & Start The Journey That Takes Your Business From Surviving To Thriving

📥 Get Mortgage Business Calculator + 👉 FREE Coaching Session With Paul on Jan 23, 2025!

Sales coaching

Sales Coaching

So, you’re now generating enquiries

So, where do you begin in mapping out your client nurture journey? My suggestion is to purchase the biggest whiteboard you can accommodate then, with the whiteboard in portrait angle, start with “Lead” at the top centre. What are the options from here? Is your first step a holding email

“Thanks for your enquiry…….”.

Once you’ve made contact with the lead
then they basically have three options:-

Not Interested

What happens now. Not interested just means not yet. Add them to a monthly newsletter chain or some sort of regular update.

These clients stay in this loop until they either move to interested but not ready or move to interested and ready. At either point they move to the corresponding workflow.

Interested but not ready

These clients stay in this loop until they either move to interested & ready or move to not interested. At either point they move to the corresponding workflow.

Be aware that communication is king during this sales phase but only if that communication is relevant. The weekly communications MUST be meaningful and relevant to maintain engagement. If they don’t hold some form of value, then this client will soon unsubscribe and be gone for good.

Interested & ready

The perfect client. These move straight into the sign-up stage and move on to a new workflow for operations where you streamline the delivery process.

As you can see, maintaining quality communication and adding regular calls to action to those clients that don’t say yes on day 1 will massively convert your leads to sales. The right CRM system will simplify this whole process.

The constantly evolving Marketing section of the grow Partnership website gives you access to videos, written text & downloadable documents to help you navigate the world of finance.

Contact Us Today To Have Your Free Consultation & Start The Journey That Takes Your Business From Surviving To Thriving

Subscribe to Our Newsletter

Quick Links

📥 Get Mortgage Business Calculator + 👉 FREE Coaching Session With Paul on Jan 23, 2025!

Sales coaching

Sales Coaching

So, you’re now generating enquiries

So, where do you begin in mapping out your client nurture journey? My suggestion is to purchase the biggest whiteboard you can accommodate then, with the whiteboard in portrait angle, start with “Lead” at the top centre. What are the options from here? Is your first step a holding email

“Thanks for your enquiry…….”.

Once you’ve made contact with the lead then they basically have three options:-

Not Interested

What happens now. Not interested just means not yet. Add them to a monthly newsletter chain or some sort of regular update.

These clients stay in this loop until they either move to interested but not ready or move to interested and ready. At either point they move to the corresponding workflow.

Interested but not ready

These clients stay in this loop until they either move to interested & ready or move to not interested. At either point they move to the corresponding workflow.

Be aware that communication is king during this sales phase but only if that communication is relevant. The weekly communications MUST be meaningful and relevant to maintain engagement. If they don’t hold some form of value, then this client will soon unsubscribe and be gone for good.

Interested & ready

The perfect client. These move straight into the sign-up stage and move on to a new workflow for operations where you streamline the delivery process.

As you can see, maintaining quality communication and adding regular calls to action to those clients that don’t say yes on day 1 will massively convert your leads to sales. The right CRM system will simplify this whole process.

The constantly evolving Marketing section of the grow Partnership website gives you access to videos, written text & downloadable documents to help you navigate the world of finance.

Contact Us Today To Have Your Free Consultation & Start The Journey That Takes Your Business From Surviving To Thriving

Subscribe to Our Newsletter

Quick Links

Once you’ve made contact with the lead
then they basically have three options:-