Tips for Sales and Lead Providers
Transcript of Tips for Sales and Lead Providers
How to Increase your Monthly Funding as a Lead Publisher?Tips by Joshua Conklin, Smartleadz Mortgage Marketing Strategist
So you want to increase your monthly funding volume? You want to increase your conversion rate on the lead? Follow these 5 simple steps that will benefit any sales organization or lead provider.
1. Be InformedKnow your marketKnow your competitorsKnow what is causing the need for your
productSegment your products by consumer
needsKnowing what is going on in the world at a
global level will help your client feel more comfortable with you: read the newspaper.
2. Contact Quickly
In an age of high connectivity, people expect immediate responses.
Respond immediately Contact your consumer via email or
phoneIf they don’t answer the phone, leave a
message introducing yourself, your company, and your ability to meet their needs
3. Be DiligentConsumers usually close in between the fifth
and tenth call.Continue calling after the first call because
everyone is busyPeople’s needs are complexUsually people like to discuss with others
before making a decisionHence it will be rare to close on the first call
so continue calling
4. Ask Questions and Listen
Sales people are usually so focused on their on sales pitch that they end up talking AT their customer.
Have a discussion. Ask your customer questions to gauge
their needs. You don’t know if you can satisfy their needs until after you’ve asked them their needs.
5. Take ApplicationsApplications and quotes are free, so take and
give them often.Consumers are looking for the price.Withholding the price is not smart; it’s
sketchy.If you don’t give them a price, they’ll visit a
competitor.Educate them on tricks and hidden fees that a
competitor may pull while giving them a quote.
When they see you are telling the truth, they will return as a life long customer and referral.
In SummaryBe informed of the current market, the need for your
product, and the overall world news to show intelligence.
Contact quickly especially because of our current day and age with the internet.
Be diligent and continue to contact your customer even after the first call- just because you need to keep calling does not mean it’s a failed lead.
Listen to their needs and only after you know their needs can you convince them that you can satisfy their needs.
Communicate honestly and give them a quote to show you have nothing to hide.
Ideal Number of LeadsAs leads increase, it can be more difficult to
maintain these tipsAn ideal number of leads is 100-150With this number of leads, you can ensure you
will contact each consumer once every 48 hoursManaging the pipeline, the call-backs, and the
customer needs means you must have a capable lead management team that keeps all of these strategies and practices consistent and enforced
Joshua ConklinIf you have any further questions, contact
Joshua Conklin, a Mortgage Marketing Strategist
888-640-1991 Ext 103To read some of his client testimonials, visit