---
title: 1. Communication Mediums
description: "*[Refer to section 9 for further details](https://clients.financevine.ca/docs/3-would-i-respond-to-this-honesty-and-reflection/)* **1. Text Messaging (SMS):** - **Why it’s a priority:** In today's world, texting is the most immediate and personal way to reach someone. It allows for quick responses, feels less intrusive than a…"
url: "https://clients.financevine.ca/docs/1-communication-mediums/"
updated: "2025-03-27"
category: 5. The Sales Pipeline
---

# 1. Communication Mediums

*[Refer to section 9 for further details](https://clients.financevine.ca/docs/3-would-i-respond-to-this-honesty-and-reflection/)*

**1. Text Messaging (SMS):**

- **Why it’s a priority:** In today's world, texting is the most immediate and personal way to reach someone. It allows for quick responses, feels less intrusive than a call, and has high open and response rates. Think of it as a way to start a casual conversation and show you're readily available.
- **[Best Practices:](https://clients.financevine.ca/docs/sms-messaging-best-practices/)**
  - Keep it brief and to the point.
  - Use a friendly and conversational tone.
  - Ask a simple, engaging question to encourage a response.

**2. Phone Calls:**

- **Best Practices:**
  - Call during **reasonable** hours.
  - Be prepared with a**concise** and engaging introduction.
  - Actively **listen** and ask clarifying questions.
  - Focus on building a relationship, *not* just selling.
  - If you don't reach them, **don't leave a voicemail.** It's better to try again later or move to the next communication method.

**3. Email:**

- **[Best Practices:](https://clients.financevine.ca/docs/1-email-messaging-best-practices/)**
  - Use a **clear** and **concise** subject line.
  - Keep the email body brief and focused.
  - Include a **call to action**.
  - Use professional formatting and branding.
  - If possible, include a link or a piece of content to something relevant. It adds **free value**.

**Why we avoid voicemails:**

- **Low listenership:** Let's face it, most people *don't*check their voicemails regularly.
- **Delayed follow-up:** Leaving a voicemail delays your next attempt to connect.
- **Increased pressure:** A voicemail can feel more like an obligation for the lead to call back, potentially creating unnecessary pressure.

**Remember:** The key is to be adaptable and respectful of the lead's preferences. If they express a preferred communication method, be sure to honor it. By using this communication strategy, you can effectively engage your leads, build stronger relationships, and ultimately increase your chances of success!"