Think of it like this: We cast a narrow net in specific profitable areas to potential clients, then carefully guide them towards you, our expert agents.
1. Awareness (Top of the Funnel):
- Google Search is our main fishing rod: People searching for mortgages, insurance, or other financial products on Google find us through our targeted ads and optimized website content.
- Landing pages reel them in: These pages provide valuable information about specific financial needs and capture leads through forms with qualifying questions.
2. Interest & Consideration (Middle of the Funnel):
- Instant qualification: We swiftly assess the lead’s information and verify their phone number. This ensures we’re passing on high-quality, genuine leads.
- Exclusive delivery: Each qualified lead is instantly and exclusively handed off to one of you. No sharing, just a direct connection to a potential client.
3. Action & Conversion (Bottom of the Funnel):
- This is where you shine! You take the lead, engage them via text, build rapport, and schedule a consultation.
- Your expertise converts: You understand their needs, provide tailored solutions, and guide them toward securing the right financial product.
4. Loyalty & Advocacy (Beyond the Funnel):
- Happy clients, lasting relationships: You deliver exceptional service, building trust and loyalty with your clients.
- Referrals and repeat business: Satisfied clients become your advocates, referring new leads and returning for future financial needs.
Key takeaways for our agents:
- Focus on personalization: Leads are coming to you “warm” and ready to engage. Respond quickly, be attentive, and tailor your approach to their needs.
- Highlight your value: Remind leads that they’re receiving exclusive access to an expert advisor through FinanceVine.
- Leverage technology: Use texting and scheduling tools to minimize friction and make the process seamless for leads.
- Continued optimization: Based on your ROAS data we will continue to optimize the campaigns
Together, we create a powerful funnel that delivers high-quality leads and empowers you to build successful client relationships.