Author: Ryan Kellock

3. Would I respond to this?

Operate always with honesty and self-reflection in your writing, be your own harshest critic. In the world of lead nurturing, a simple question can make

Read More »

2. Email Messaging Best Practices

This is a guide, not templates. Why Short, Concise Emails Matter In today’s fast-paced digital world, attention spans are shrinking. People are bombarded with information,

Read More »

1. Communication Mediums

1. Text Messaging (SMS): 2. Phone Calls: 3. Email: Why we avoid voicemails: Remember: The key is to be adaptable and respectful of the lead’s

Read More »

2. Setting Automated Follow Ups

Securing that initial “yes” with a FinanceVine lead is just the beginning. Nurturing that interest through effective follow-ups is crucial for converting potential clients into

Read More »

2. Opt-Out Automation Policy

Opt-Out Criteria: A lead is considered to have withdrawn consent (opted out) only if they meet the following criteria: Agent Responsibilities: FinanceVine Responsibilities: Important Note:

Read More »