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
- 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 message should achieve three goals:
- Establish trust
- Demonstrate your expertise
- Set expectations
Example welcome message
Thank you for your request. I'm John from Great Advice Firm, a qualified independent financial adviser with 15 years' experience.
Let's discuss your needs in a free consultation. Please expect my call today, or schedule directly with my booking link above. You can also reach me on 07000 000 000.
Discover more about Great Advice Firm on our Unbiased profile, shared below.
What to include in your welcome message
- Your name and your company name
- Your qualifications and experience
- A brief outline of next steps
- Your contact details and scheduling link
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 (up to 1500 characters)
- 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.