Getting Started
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      1. Unbiased UK Help Centre
      2. Help for Unbiased Pro subscribers
      3. Getting Started

      🚀 Onboarding hub for new users

      A collection of the best Knowledge Base articles to get you started on Unbiased Pro

      Welcome to Unbiased Pro. Working with a new platform can sometimes be overwhelming, but we're here to help you every step of the way.

      This is your hub for the best practices you should follow to unlock business growth, drive up your return on investment, and maximise the benefits of Unbiased Pro.

      How Unbiased enquiries/leads work

      Unbiased uses advanced marketing strategies to generate enquiries. An enquiry is a request for your service submitted by a consumer actively seeking financial advice.

      Discover how we verify quality and what happens when you hit 'accept.'

      Nail your first impression with your leads (templates included) 

      Digital leads differ from the client referrals you may be accustomed to. 

      They are often new to advice and need some nurturing to build trust, understanding, and rapport. 

      That means your first impression is crucial in helping to ensure you book that first meeting with your lead.

      Automate your welcome message to new leads to get off to a strong start. You can find a welcome message template here.

      It’s also important you regularly update your public profile. Remember, this acts as your shopfront, so it needs to be trustworthy and enticing. 

      Act fast for the best results

      Digital leads have a shorter attention span than referrals. That means they’re at their highest intent as soon as they send their enquiry. 

      Advisers who act within the first 24 hours can achieve an incredible 80% lead-to-appointment rate. If you wait longer, it drops drastically to 25%.

      Set up push notifications to get new enquiries directly on your mobile and desktop, allowing you to accept them as soon as they're received. 

      Make connecting with your leads a breeze

      You can save time and effort by allowing your leads to book their own first meeting with you.

      Add an appointment scheduling link, such as Calendly or Hubspot, to your Unbiased Pro profile.

      Make sure you keep slots free at various times throughout the week so your leads can find a time that's convenient for both of you without any back-and-forth.

      Lock in your lead with a trusted process (templates included)

      Thanks to that short attention span we mentioned earlier, digital leads require consistency to secure that vital first meeting. 

      If they haven't used your appointment scheduling link, it's time to hit the ground running. 

      Using a structured process to chase leads will save you time and effort, keeping you organised and ensuring you're always doing as much as possible to lock in your meeting. 

      You can find a best practice follow-up cadence here. 

      Not all leads will convert to clients straight away, which is totally normal.  

      Stay on their radar with a six-month lead nurturing experience.

      Polish your sales pitch to win more clients (templates included)

      The first meeting with your lead is a pivotal stage that can make or break whether this lead converts into a client.

      As mentioned, most Unbiased leads are new to advice, which means building trust and rapport are key.

      So, how do you do that? Follow these seven steps, which include a call script that you can adapt to your specific sales strategy.

      How to get help from us

      There are several ways to get help with your Unbiased Pro account: