SALES STRATEGIES
Lead-Gen from page 39
5
Moving contacts along the pipeline with email
Set up an email newsletter and build nurturing campaigns to help move contacts who engage with you along the buyer ’ s journey . Don ’ t purchase an email list . You won ’ t get the results you ’ re hoping for , and those contacts have not opted-in to receive communication from you . Here are some ways to develop an organic email list instead :
Add opt-in forms to your website . Offer free financial guides and other gated content that prospects can download after providing their information . Use newsletter sign-ups to collect the email addresses of potential clients .
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Taking the next step and closing the deal
Lead generation is an essential first step in growing and sustaining your firm . Still , you need to have a process for engaging those leads once you get them .
Make it easy for them to get in touch with you .
Include buttons to schedule an appointment that is linked to your booking calendar on your website navigation . Add buttons in logical places throughout the buyer ’ s journey – emails , blog posts , social posts , etc .
Generating leads isn ’ t a quick and easy task . Yet , with continual effort , innovation , and planned out process , you can take the lead in lead generation .
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Tapping into social media for better engagement
Use social media to publish pictures , videos , infographics , and links to content posted on your site .
Publish a mix of content and pay attention to what generates the best engagement . Place links to your social accounts on your website to attract followers . Consider creating social ads targeted at your ideal client profile . Don ’ t forget a call to action !
Katie Godbout is a strategic communicator at
Covisum ® with a diverse background in non-profit , B2B , healthcare , and SaaS . Combining her expertise in strategy development , marketing and sales , Katie helps advisors and institutions inform their clients of the best financial decisions .
40 Perspectives Q4 2022