There is little point in receiving high quality leads. If you do not have robust systems in place to effectively maximise the potential being delivered to you. This is where conversions can really start to scale. Not every lead delivered will be in the right place to proceed immediately. So it’s important to nurture them and keep your brand ‘front of mind’ so when they do decide the time is right you are there number one call.
We charge a one-off fee to take a look at your current processes. We then set up an improved process, which covers everything from CRM set up and integration to follow up communication and workflows including calls, emails and texts.
We understand compliance and governance within the Financial Services sector and all campaigns are developed within the knowledge framework of our experience within this Sector.