Lead Concierge

Our Lead Concierge service replaces the need for a sales team if you are just a startup or don't want to spend the extra time and money on hiring a sales team. We provide a done for your client acquisition experience so all you need to do is close deals!

How Lead Concierge Works

1

We Set Up All Systems & Lead Generation

We setup all parts of the system including our in house sales team (that acts like part of your organization), automations and lead generation mechanisms within the CRM (yours or ours).

2

We Test The System

We make sure all systems have been tested so there are no issues when we begin to spend money on lead generation. This includes making sure all inbound numbers are working correctly and the sales team is recieving the leads and notifications.

3

We Field All Inbound Traffic

Once things have been tested, now we start taking all inbound calls, sms, emails, and form submissions. We call the inbound prospects within 3 minutes. For any prospects we speak to that aren't ready yet or just shopping around, we put them in the appropriate automation that will continue to nurture them until they raise their hand and give us the green light to pass them onto you.

4

We Send You Qualified & Ready-To-Go Prospects

The prospects that are qualified and ready-to-go we send your way right away so you can close the deal. That's it!

Are You Ready To Get Started?

Come find out how we can get your business to the next level 🚀

FAQ's

Frequently Asked Questions

Do you guarantee your results?

Yes we guarantee our results or your money back. As long as you follow our steps and implementation our system is proven.

How can I see where my money is being spent?

Yes, we have a client portal with a dashboard to show you which ads campaigns are running along with the performance numbers correlating to those campaigns.

Do you offer a discount with long term contracts?

Yes, we waive the setup fee if you sign up for a 12+ month contract. If you opt for monthly we charge a setup fee.

What are the expected results from running ads?

While we can't say how well your ads will perform compared to other competitors, we can say that they will give you a very good ROI. Usually (depending on the market and services/products you are advertising for) we can expect a 3-5X ROI. Over time the ROI improves with constant optimization.

If I have to choose which service to start first, which service will give me results fastest?

We always recommend you go with Google Ads first as it is the most intent-driven advertising. This means prospective clients are searching for specific things and are usually sooner to transact.

Do I need a sales team to start?

Yes, it is imperative to have a good sales team and process to make sure that you have success with our system. We do offer a Lead Concierge Service which will quality leads for you as well. However if you don't have either, we cannot work together unless one of the two options is being implemented.

If I don't have a CRM or LOS, which do you recommend?

For LOS (loan origination software) we recommend LendingWise. For a CRM we have a pre-built one that we provide for our clients for $299 per month with pre-built and customizable features that fit your business.

When will I start to see results?

While every campaign and client is different, we usually have a ramp-up period of about 30 days to start seeing some great results. Sometimes this happens sooner, but we prefer to under-promise and over deliver.