Lead Follow Up Campaign

Here is my follow up campaign that I created for following up with my leads. The key is to scheduling it and making sure you have the materials ready when you want to send out the campaign. Make it Automated!

Follow Up Activity #1: Send thank you email the day I met the prospect and include free report: “10 Free Tips to Kick Start Your Marketing”

Follow Up Activity #2: Follow up meeting and email with a phone call 3-4 days after initial meeting. Schedule the phone call in planner. (If meeting is scheduled skip activities 3-5 and put on new client marketing schedule.)

Follow Up Activity #3: Mail prospect sample marketing portfolio

Follow Up Activity #4: Email prospect about marketing plans Automated Marketing offers

Follow Up Activity #5: Final Phone Call follow up to prospect

I ask for a business card every time I meet a new prospect. Then I ask them if I can add them to my email list. It is very important to write an email newsletter to send to prospect and clients–more on that in future post. This is my 5 touch point follow up schedule– what’s yours? If you need help with a lead follow up campaign let me know, I can help!

What’s this about a marketing plan?

What’s the old saying “fail to plan, plan to fail?” I have always hated that saying because it is so negative…and because it is so true! I think we are all guilty of not having a plan or even worse having a plan and paying attention to it only when we are slow and looking for new business. If you don’t have a marketing plan how do you know what to do to bring in new business? If you do have a marketing plan and only follow it sporadically is it working to bring in new business?

It’s hard to implement a marketing plan; as I business owner who runs a company that helps people implement their marketing plans I know this all too well. When your business is rocking you get caught up in the details of making sales and the marketing is the last thing to get done. Then when it is slow and it is time to do the marketing it can be a daunting and overwhelming task. Yet marketing is something that has to be done consistently to bring in new business. It’s a never ending (sometimes vicious) circle.

If this sounds all too familiar to you I have a solution. Well I have a few solutions actually. First would be to create a marketing plan. One of my favorite websites, Entrepreneur.com has great articles about creating marketing plans. Two articles I like on this website are Here’s the Plan and Plan Your Marketing Now. Both articles give easy but smart ideas on how to create a marketing plan.

The second solution is to look at your calendar. Every day plan at least one simple activity to jump start your marketing plan and work towards your goals. If your goal is to stay in touch with your past clients on a more regular basis then work on the first step of that plan. Actually schedule your marketing tasks as if they are meetings with clients. Block off however long you think it will take you to complete that task. By working this way before you know it you will be sending out marketing materials to your past clients and your business will be growing!

Now if looking at solutions one and two puts you into a total panic do not fear. I have one more solution. Call me! In all seriousness I created Automated Marketing because I know there are many people like you who don’t have the time, don’t know how to or plain don’t want to do their own marketing. I will work with you to develop a plan that works for you, your business and probably most important your budget.

Whatever your solution is my advice is just to take the first step. In 6 to 12 months you’ll be amazed at the growth of your business and my guess? Proud of what you have worked to accomplish. That is a reward all its own!

#1 Question from Loan Officers

The number one question I get asked by Loan Officers is “What are other Loan Officers doing to get business?” “What are they doing with you that is working?”

Automatically my answer is this: Consistent Marketing Efforts

My clients that are busy originating loans are working with me to do marketing on a consistent basis every month. We have developed a plan together and they have stuck with it; even at the end of last year when times were tough. Even more so they have acknowledged that they don’t have time to do the marketing or they don’t want to and they have handed it completely over to me. Those that have done this have set themselves up for success with the mini refi boom we are experiencing and also for the spring market that is right around the corner.

Tired of the up and down income roller coaster? I can help you consistently market your business so you are ready for the spring and summer markets that are right around the corner. I am here to help!