How We Convert Leads

Generating high-intent leads is only the first step toward winning a new client. What you do in the minutes, hours, and days after a prospect responds will make the difference between a paying client and a missed opportunity. This is why effective follow-up is your most powerful conversion tool. 1. The Golden Window: Respond to Leads Within 5-10 Minutes  WHY... Leads are most responsive within 10–15 minutes of submission. After that, interest drops rapidly. ACTION... At Vertical Group, we respond to each lead (on your behalf) within 5-10 minutes. After this initial contact, we instruct each prospective new client to expect communication from your office within 30 minutes. If they don't hear from you responding clients can always call Vertical Group's Client Help Line (toll-free) so that we may escalate initial contact with your business. 2. The Importance of Following-Up WHY... 80% of sales happen after the 5th follow-up communication. Most businesses quit after one or two. ACTION... Build a follow-up cadence: —Day 1: Initial call + SMS + email —Day 2: Call + email —Day 4: SMS —Day 6: Final call + “last chance” message —Tip: Use personalization in emails to build trust (mention their name, city, inquiry date, etc.). 3. Offer Value Early WHY... Leads convert faster when they feel helped, not sold. ACTION... Give something of value early, such as: —Free consultation —Educational PDF —Quick checklist or guide related to their inquiry 4. Book a FREE Consultation or Appointment Immediately WHY... Booking a specific time increases show-up and close rates. ACTION... To maximize conversion of any lead, it's critical to promptly secure appointments with prospective clients. —Preferred Method: Use a shared calendar link (e.g., Calendly) or book the appointment during the initial call with the client. This ensures immediate commitment. —Alternative Method: If you use a manual appointment system, we’ll direct clients to schedule via our online calendar. Upon receiving the lead, check the appointment time against your schedule. If it fits, update your internal calendar to confirm. If it conflicts, contact the client promptly to reschedule. This also allows you to personalize the interaction and build rapport. Fast scheduling secures clients before they reach-out to a competitor, boosting your conversion rate. 5. Confirm the Appointment & Send Reminders WHY... Reduces no-show rates significantly. ACTION... —Send a confirmation email/text right after booking —Send reminders 24 hours and 1 hour before the meeting —Include who they’ll be speaking with and what to expect 6. Re-Nurture Cold or Unresponsive Leads WHY... Just because a lead didn’t convert in week 1 doesn’t mean they’re lost. ACTION... Every 30–60 days, re-engage unconverted leads with a soft-touch email or SMS: —Just checking in to see if you still need help with... —We have a new offer that might be a better fit... —Ask Vertical Group to re-target cold leads with digital ads (there is an additional cost for this service)

How to Convert Your Leads Into Paying Clients

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HQ Address: 100 E. San Marcos Blvd. #400 San Marcos CA 92609 442/ 222.6675 (Phone) 442/ 533-7960 (Text)

Arizona Office: 6991 E. Camelback Road Suite D-300 Scottsdale, AZ 85251

info@verticalgroup.pro

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How to Convert Leads Into Paying Clients

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