Prospecting Automation
Overview
Prospecting automations help you stay on top of meeting with and closing qualified leads. The best version of this is a two-meeting process where you confirm the lead is qualified before investing real time. The first meeting is a 15-minute call with a tight script. From there, the goal is to capture financial data ahead of the second meeting so you can present your value (one-page financial plan) rather than spend the time gathering facts. You can charge a fee for this second meeting and waive that fee for ultra-high-net-worth clients. A couple of CRM fields decide which communication they receive throughout the process.
Your fact finders should be detailed enough to give you what you need but easy enough to complete that the prospect actually finishes them. They're digital, sent before the second meeting, or can also be completed live on a call if that's how you prefer to work. Either way, the data flows into your CRM and file storage so it's accessible to AI tools downstream and ready to feed into onboarding.
Example Build
A lead qualification form submission and Calendly booking trigger the sequence. Confirmations and reminders go out through ActiveCampaign automatically. After the call, custom CRM fields in Salesforce drive what the prospect receives next. Qualified leads are invited to continue and complete a digital fact finder built in PreciseFP.
Submitted fact-finder data flows into Salesforce and Google Drive so it's in place when the prospect becomes a client and rolls into onboarding.
System Audit
We map your current prospecting process: where leads come in, how you qualify them, and how your meetings are structured. Then we may recommend changes for efficiency without disrupting what's working.
Service Integrations
We connect your booking tool, CRM, ESP, and digital fact finder so confirmations, reminders, and follow-ups happen automatically.
Training & Handoff
A few CRM field updates drive every automation in the sequence, so the handoff is mostly about knowing which fields control what and how to adjust them if a prospect's situation changes.
Post-launch results
The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.
The number of tasks that are now done automatically through integrations and automations.
