How you communicate with your lead plays a crucial role in securing them as a client.
Your Unbiased leads are predominately new to financial advice and may be a bit different from the referrals you’re used to.
They may be unsure about the process and nervous, so they require more time and nurturing to convert.
Here you'll find downloadable and customisable scripts and templates for phone calls, voicemails, text messages, and emails.
Nail your initial communications with your lead, secure that first meeting, and convert them into a loyal client.
Day 1: First contact with a new lead
Your first contact with a new lead is crucial. The quicker you call, the higher likelihood of your lead picking up.
To ensure you start on the right foot, there are a few points you need to hit on your first call:
- Introduce yourself and explain how you got their information
- Instil confidence and make your lead feel comfortable
- Answer their questions
- Gently requalify their information
- Tell them about the next steps
If your first call goes unanswered, don’t worry; your lead may be busy or cautious about answering a call from an unknown number.
The best thing to do is leave a voicemail and contact them via other channels, namely text and email, so they know who you are and to expect another call.
Download first contact scripts and templates. [Word]
Download first contact scripts and templates. [PDF]
Days 2 - 10: Consistent sales cadence
If you're unable to secure your initial consultation on day 1, persistence and consistency are key.
Your follow-up cadence should have multiple touchpoints with varied messaging. We recommend 10 touchpoints across the first 10 days after you accept your lead.
Download follow-up cadence scripts and templates. [Word]
Download follow-up cadence scripts and templates. [PDF]
6-month lead nurturing journey
If you haven't reached your lead after your initial 10-day cadence, it's time to implement a lead nurturing journey.
Unless your lead explicitly says they're not interested, you can still reach out. Some leads take longer to convert than others, but staying on their radar ensure you're there when they're ready to move forward.
We recommend contacting your lead at least twice a month over the following six months with timely, personalised, and relevant information.
Download 6-month lead nurturing templates. [Word]
Download 6-month lead nurturing templates. [PDF]
All-in-one scripts and templates
Consistently applying and refining your approach will help you convert leads and generate more business in the long term.
All-in-one download full journey scripts and templates. [Word]
All-in-one download full journey scripts and templates. [PDF]