How To Turn Lukewarm Leads into Long Time Clients

How To Turn Lukewarm Leads into Long Time Clients

You've invested in marketing – website, SEO, social media — the works. And the leads are coming in, but your client list isn't growing at the same rate.

Congratulations! This is actually a fantastic problem to have. You've cracked the code on lead generation, a crucial first step. Now, let's bridge the gap and turn those on lookers into loyal customers with a strategic onboarding process.

Here's how to do it:

Step 1: Pre-Onboarding Qualification

Not every lead is a perfect fit. Before you invest your valuable time, implement a brief pre-qualification process. This could be:

  • A simple online questionnaire
  • A short discovery call

This allows you to:

  • Understand the lead's needs: What are their specific challenges?
  • Assess their fit: Are they a good candidate for your services?
  • Set expectations: Clearly explain your process and fees upfront.

Implementing a pre-onboarding process is more than just pipelines, autoresponders or forms. It's about building trust, qualifying leads, and ultimately, boosting your conversion rate.

Sounds complex - but it's really straight forward. The magic lies in having a proven system that works for you to qualify and convert all of those leads into the high-quality clients your business deserves!

Having a top-notch client qualifying process will be an absolute time-saver and money-maker in the immediate and long term life of your business, and you don't have to do this alone!

Step 2: The Power of a Personalized Welcome

First impressions matter. Once a lead qualifies, send a warm welcome email or video. This isn't a generic "thanks for contacting us" message. Tailor it to address their concerns and outline the next steps in the onboarding process. A personalized touch shows you care and builds trust from the get-go.

Step 3: Deliver Value, Not Just Sales Talk

People don't want to be bombarded with sales pitches. Instead, offer valuable educational content.

I refer to this as a Give Basket. This can include books you're obsessed with, articles, workshops, and other resources that showcase your expertise.

This isn't about spamming your stuff — it's to position yourself as an Authority Professional, a trusted advisor, not just another service provider.

Step 4: Stay Connected, Build Rapport

?? Don't leave leads hanging! Use integrated automations like Boomerang, ClickUp, or 6FigureCRM to schedule regular check-in calls or emails. This is your chance to:

  • Answer their questions openly, early and often.
  • Build rapport and establish a personal connection.
  • Invite, don't invade! Let them make decisions!

As you well know, generating more sales isn't done just by generating more leads.

By investing in a well-structured onboarding process, you'll attract better leads, convert more clients, and ultimately, free up your time to focus on what you do best – serving your clients.

Remember, it's not about getting more leads, it's about getting the right leads and nurturing them into loyal clients. A Client Creation System is your secret weapon to achieve that!


Featured Resources:


LIZ DEDERER is a lifelong learner and a dedicated mentor. Whether leading a team, crafting a marketing campaign, or building a community, Liz is a driving force for positive change.

Key Skills

  • Sales Training & Coaching
  • Client Growth & Development
  • Marketing & Client Onboarding
  • Leadership & Team Management
  • Strategic Planning & Communication
  • Collaboration & Community Building
  • Digital Marketing & Content Creation
  • Event Management & Promotion
  • Data Analysis & Project Management

Connect with Liz Dederer to discuss how she can help you take your business to the next level.

要查看或添加评论,请登录

社区洞察

其他会员也浏览了