How To Close Leads: Process Overview

Video 1: Using Targeted Ads and Automations to Close Deals

Written Instructions

Watch the Video First

Today we will look at the key elements of a successful lead closing process, including:

  1. How to use targeted ads to find the right clients

  2. The importance of the 5 Minute Rule

  3. Following up until they tell you "No Thanks"

  4. Using Automation to aid you in follow-up (when you are at capacity)

  5. Continuous Improvement by tracking your results on a Google Sheet

1. The Importance of Targeted Ads

  • We run ads that highlight specific problems so you can have better conversations when they call

  • The most important metric is not cost per lead. We only care about return on investment, which is represented by total cost and commissioned income from closed deals. This is why filling out the Google Sheets is so important

2. The 5-Minute Rule

Always contact the lead back within 5 minutes of their initial interest! this is a critical part to your success that significantly impacts your initial contact rate and their first impression of you


3. Follow-up Until They Say "No Thanks"

Always contact the lead back within 5 minutes of their initial interest! this is a critical part to your success that significantly impacts your initial contact rate and their first impression of you


4. Automations are helpful to follow-up until closure (when you are too busy)

A Phone calls work the best, but if you have too many leads to handle; use the built-in automations! People are busy and they may get back to you later IF you are following up with them until they say "no thank you"


5. Continuous Feedback and Improvement Is Critical

Use the Google Sheet (this was e-mailed to you) to track which leads you close and make notes. Not only will this help you determine your return on investment, but it will help us optimize the ads to prioritize the ones making you the most money!

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