Lead Concierge

Our Lead Concierge service eliminates the need for a sales team,

offering a done-for-you client acquisition experience

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 receiving 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!

Ready To Get Started?

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

FAQ's

Frequently Asked Questions

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 and provide a 20% discount on our management fee if you sign up for a 12+ month contract for enterprise paid ads management accounts. We also provide a 20% discount for an annual plan for our Starter Plan, Growth Plan, and Pro Plan.

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/sales process) 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 our borrower lead generation and paid ads management first as it is the most intent-driven advertising. This means prospective clients are searching for specific things and are usually sooner to transact.

When will I start to see results?

While every campaign and client is different, we usually have a ramp-up period of about 30-60 days to start seeing some great results. Sometimes this happens sooner, but we prefer to under-promise and over deliver. Some loan products such as DSCR and commercial can take 30-60 days to close, while other loan products like bridge, fix & flip, and new construction loans can close as soon as 2 weeks. It may also depend on where the borrower is in the buying process.