Personalized Written Analysis Reports
Your Gateway To Face-to-Face Meetings!
Advisor Grid does not offer, nor does your Lead Funnel website include any form of software needed for generating written reports.
Many advisors already have these types of programs that they currently use in their practice.
What your Lead Funnel does do is promote the offer of these reports to your website visitors.
Each time visitors come to your site to view videos, recorded webinars or to RSVP to one of your live events, they see offers of these reports.
Once a visitor opts-in to receive a personalized analysis you are immediately sent an email containing their contact information. You can follow up however you choose but we would suggest a two-step process:
Call the prospect to collect the information needed to prepare report
When the report is completed, call and invite the prospect to meet to review it
If you do not have programs for preparing analysis reports, here are just a few of many good ones available.
Personalized Written Analysis Reports
Your Gateway To Face-to-Face Meetings!
Advisor Grid does not offer, nor does your Lead Funnel website include any form of software needed for generating written reports.
Many advisors already have these types of programs that they currently use in their practice.
What your Lead Funnel does do is promote the offer of these reports to your website visitors.
Each time visitors come to your site to view videos, recorded webinars or to RSVP to one of your live events, they see offers of these reports.
Once a visitor opts-in to receive a personalized analysis you are immediately sent an email containing their contact information. You can follow up however you choose but we would suggest a two-step process:
Call the prospect to collect the information needed to prepare report
When the report is completed, call and invite the prospect to meet to review it
If you do not have programs for preparing analysis reports, here are just a few of many good ones available.