How To Turn Lukewarm Leads into Long Time Clients
Liz Dederer
Business Growth Strategist: Leveraging Behavioral Economics to optimize Customer Acquisition, Retention, and Engagement (C.A.R.E.). Schedule a CallWithLiz.com and let's discuss the possibilities!
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:
This allows you to:
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.
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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:
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!
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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.
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Connect with Liz Dederer to discuss how she can help you take your business to the next level.