Why choose us?
Leadment Tech CRM Streamline Appointments
One of the key features of our CRM system is the ability to automate follow-ups. This allows you to continue engaging leads well after they have inquired, increasing the chances of conversion. The system is also designed to handle a high volume of inbound leads, allowing businesses to engage with them within minutes of receiving the inquiry.
Our CRM system is a crucial tool for accelerating the scheduling and lead communication processes. We can successfully manage client relationships, automate follow-ups, and schedule appointments with your inbound inquiries.
Learn more about our strategies.
Get a more in-depth view on our purpose and how we are disrupting the financial services industry.
LEADMENT TIMELINE
Initial Strategy Call
The first step:
During this call, we'll discuss your business and staff. We'll also explain the problems and solutions for appointment setting in the financial services industry and how we can cater to meet your needs. The goal is to create a plan to help you reach your desired outcome.
Onboarding
Step 2:
The onboarding process with our agency is stress-free and typically takes 5-10 days. During this period, we'll set up your account with full access to our appointment setting software and text automations in place to help you achieve a high conversion rate for booking appointments.
Setting Foundation
Step 3:
We'll work closely with you to tailor our appointmentsetting software and automation tools to best support your business goals. This step is key to ensuring long-term success and building a strong, trusting relationship with our expert team. Get ready to see results as we work together to establish a solid foundation for your appointment setting efforts!
Welcome to Leadment
Step 4:
The final step in our process and where you'll truly see the results of our work. We bridge the gap in your business with our appointmentsetting software and automation tools. 9 out of 10 clients stay with us because of the success they see in their business. Get ready to experience the benefits of working with us as we support you in reaching your appointment setting goals.
Say goodbye to the hassle of appointment bookings, book with us once and we'll handle it all Streamline Your Schedule with Our Hassle-Free Appointment Booking Solution
Database Reactivation
This process involves reaching out to past clients and leads who have not been active or engaged with the business for a certain period of time. The goal is to re-engage these individuals and re-establish a relationship with them.
You can increase your customer base more affordably by reactivating old clients and leads because it costs less time and money than finding new customers. Additionally, it allows us to reach out to a group of past inquiries who have already shown an interest in your services, increasing the possibility that those prospects will convert.
Appointment CRM
Our robust automation capabilities are especially created to handle database reactivation effectively, working as your personal appointment concierge with our CRM. Our knowledgeable system is capable of locating the proper people to contact and selecting the most effective strategies for re-engaging them.
The advantages of using our appointment CRM service include freeing up your time so that you can concentrate on providing top-notch services to current clients while our CRM handles every element of the procedure, including finding suitable candidates and setting up appointments. Find out more about our sales-focused CRM today.
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