The lead’s journey starts primarily through Google Search. Potential customers find FinanceVine by searching for relevant keywords related to financial products like mortgages or insurance. They click on our ads or organic search results and land on our website or landing pages. This is where FinanceVine captures their information through the form, prompting them to answer specific questions about their financial needs.
Next comes lead qualification. FinanceVine assesses the potential lead’s information provided in the forms, focusing on the answers to our specific questions to determine if they fit our ideal customer profile. Crucially, we verify their contact details by sending an SMS to verify their phone number. This ensures we have accurate contact information for the lead.
Once a lead is qualified, FinanceVine immediately hands it off to one of our agents within our network. This exclusive lead is not shared with any other agent. This allows the agent to engage the lead right away, establish rapport, and begin understanding their financial needs.
