Streamline Your Business Funnel for Financial Services with airSlate SignNow

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my name is Matt Clark and I actually work with quite a few financial advisors throughout the country on helping them build out what I call sales funnels and we incorporate a lot of video marketing into those sales funnels to really get users to take action and that action for you guys is booking more appointments the first thing we do is put together just a Facebook post a very simple Facebook post it would say something like this long-term care costs can be expensive but long-term care coverage can be even more expensive all right and I'll kind of scroll down here so you can see the rest of the company did you know that there are many ways to fund long term care without getting a long term care policy so blah blah blah watch the video so they click they click learn more here and then they go to a page like this free video learn how to pay for long-term care costs without taking out a long-term care policy then they scroll down and they click access free video notice that there are no header like there's no menu bar there's nothing here it's so clear and focused the only thing I can do is put my name in and click access free video that's it okay so this actually does really well because again people they don't care who you are no disrespect at this point they just want to solve a problem to a pain that they have okay and that is how can I afford long-term care costs I'm freaking out here I need to understand how to pay for it when I get to that age or when that situation happens okay so it's a very quick landing page and then what happens is once they fill out their details say yes I want this video they get the video ok so again long-term care costs can be expensive but long-term care coverage can be even more expensive video is so engaging it really captures people attention I'd have to read some long boring guide or some article or post que that my client here he just walks you through long term care you know why do we need it so you can imagine here here's a good video of you in front of a whiteboard I mean this stuff is dead simple I would help you storyboard the whole thing out I'd help you write it might help you make sure that it really turns into a nice sales piece and then I would do all the editing for you all you'd have to do is literally stand in front of a whiteboard and do what you do best in that so so then they book an appointment and then get confirmation that the point has been scheduled okay you know these funnels are doing really well I'll just kind of show you real quick you know over the last seven days I've run this very simple ad this you know this client here he's got ten leads at six dollars and 84 cents elite so you know it's it's awesome you know he's doing really well cheap leads he's getting about two appointments per ten so 20% appointment rate so if you think about it he's got on the phone had two conversations for 68 bucks and we both know that when you guys close you know these types of deals there were thousands to you so you know just kind of imagine if you were getting you know five appointments a week or 20 appointments a month maybe your closing rates one out of four one two three you know maybe it's half one out of two you know so to spend a few hundred bucks to make literally tens of thousands is not a bad ROI but the reason they're doing so well like I said is because everything is so very laser focused so that's just kind of an example of what we're doing what's also good to note that out of all the leads that come in regardless of they booked an appointment or not what we do do is we run them through so here's like all the leaves that are racking up so as we're as these people are opting in to watch your video you're racking up an awesome email list of people that we can then go back to and market to them over and over again but what's also happening while they're watching this video they're also getting a five-part automated email sequence so this is something that would I would write for you also just to kind of everybody who opted in to watch the video whether they booked the appointment right away or not they're getting a nice email sequence and it's all based around you so that's that's what my email sequence does it really just kind of builds you up it tucks more about long-term care talks you know and then I do some content pieces on how here's how to protect your life savings from long-term care costs sorry if you missed yesterday's presentation so just in case they didn't watch the whole video or they watched half of it we just constantly want to get back in front of them and we're driving all these emails back to one page in one page only the video the video does all the selling we get the appointment [Music]