Instantly welcome your new leads by creating an automated message
An automated welcome message can increase your chances of lead conversion.
Your welcome message is included in your lead’s introduction email when you accept their enquiry, with your Unbiased profile linked below.
- Welcome message goals and template
- What to include in your welcome message (and what not to!)
- How to set up your automated welcome message
- Top tips for an effective welcome message
Welcome message goals and template
Your welcome message isn’t just a casual wave – it’s setting the scene for your new lead.
This brief message, around 50 words, should achieve three goals:
- Establish trust
- Demonstrate your expertise
- Set expectations
Example welcome message
Thank you for your request! The first step is arranging your free consultation where we’ll talk about your situation and goals to expertly build a plan tailored to you. With over 15 years' experience, your finances are in good hands. Discover more in our Unbiased profile.
What to include in your welcome message (and what not to!)
DO include:
- A warm welcome
- Your qualifications and experience
- A brief outline of next steps
DON'T include:
- URL links won't be clickable. Make sure any links you want to share are included in your public profile.
- Your phone number and appointment scheduling link - these are already included above your welcome message in the same email. Learn how to set up your scheduling link here.
How to set up your automated welcome message
- Log into your Unbiased Pro account
- Select ”Profiles” on the left-hand navigation
- Select “Manage Profile” where you want to add a welcome message – custom profiles will need to be updated individually
- Scroll to “Welcome message” and type your welcome message
- Save your changes
Top tips for an effective welcome message
- Proofread your message – ensure it has no mistakes or typos as these could damage your reputation and trustworthiness.
- Use paragraphs that are a maximum of two short sentences to improve readability.
- If you say you’re going to contact the lead within an hour, be sure to do so. Leads will go cold if they can’t trust you.
- Where possible, disclose the telephone number and name of the adviser who will be contacting the lead, so that they anticipate the call.