SMMA Sales Call (14/100)🎯📞 | Closed Deal💼

Summary

The transcript details a conversation between a mortgage broker and a potential client discussing lead generation strategies. The broker emphasizes the challenges of competing for clients in a saturated market and presents a unique system for acquiring exclusive leads that are already interested in their services. The discussion covers the onboarding process, including setting up Facebook ads and the importance of client cooperation. The conversation also includes a personal touch as they discuss travel recommendations, highlighting the value of building rapport in business relationships. Overall, the dialogue showcases the significance of quality leads and a structured approach to marketing.

Takeaways

• 😀 The quality of leads varies significantly based on their source, with shared leads often leading to lower engagement from potential clients.
• 📞 Many potential clients express frustration with receiving multiple calls from different loan officers after submitting their inquiries online.
• 🔍 Exclusive lead systems help ensure that potential clients feel valued and focused on, reducing competition among lenders.
• 🗓️ An onboarding call is essential to establish a technical setup and strategy for ad campaigns, ensuring a smooth start for clients.
• 💰 Clients are responsible for a one-time setup fee and ongoing daily budgets for their advertising efforts.
• 🤝 Effective client engagement involves cooperation and active participation from clients during the onboarding process.
• 📊 A structured onboarding process demonstrates professionalism and helps set clear expectations for new clients.
• 🌍 Personal connections, such as discussing travel interests, can enhance relationships and foster positive client interactions.
• 📧 Prompt follow-up with necessary links and information is crucial for maintaining momentum in client engagement.
• 🤔 Clarifying how leads were acquired can help build trust with potential clients who may be wary of unsolicited contact.

Q & A

What is the main topic discussed in the video transcript?

The transcript discusses the process of lead generation in the mortgage industry, particularly how different systems handle inquiries from potential clients.

How do potential clients typically react when contacted by multiple mortgage companies?

Many potential clients express frustration, stating they are tired of receiving multiple calls and may request to be removed from call lists.

What factors contribute to the confusion clients experience regarding their mortgage inquiries?

Clients often wonder how their information was shared and may be committed to another lender, leading to confusion when they receive calls from multiple companies.

What are the two scenarios mentioned regarding lead generation from Realtor.com?

One scenario involves clients applying directly through Realtor.com, which shares their information with multiple lenders, causing competition among loan officers. The other scenario involves a system where clients come directly to a specific lender, reducing competition.

What advantage does the system described in the transcript offer to loan officers?

The system allows clients to reach out directly to the loan officer, ensuring that by the time of contact, the clients are already interested in speaking with them, thus improving lead quality.

What are the two main steps the loan officer needs to take to get started with the system?

The loan officer needs to schedule an onboarding call and manage a daily budget for Facebook ads as part of the setup process.

What does the onboarding call entail?

The onboarding call includes a technical setup lasting about 30 minutes and a strategy session with a teammate who manages ads, allowing the loan officer to strategize effectively.

What is the expected timeline for seeing results from the ad campaign?

Results from the ad campaign are typically expected after 30 days, with a review of the service fee after six weeks.

What does the loan officer need to provide after the onboarding call?

The loan officer needs to provide backend information by the end of the day following the call to complete the setup process.

What personal recommendation is made regarding travel, and what does it suggest about the speaker's perspective?

The speaker recommends visiting the Philippines for its beautiful beaches, suggesting a positive and enthusiastic view of travel and cultural experiences.