ROI
Sales
Interested Leads
Financial Services
Service
This is a service that trains Senior Financial Advisors helping them improve their performance and maximize their income. With 35 years of experience as a Financial Advisor, they now provide training to help Financial Advisors break through barriers, make changes, work less, and reach their goals.
LevelUp Leads helped develop messaging that better resonated with the client’s ideal customer profile. They were given a list of contacts from large financial corporations to run outbound email campaigns to schedule more meetings.
LevelUp Leads tasks included lead validating and outbound email to get more interested leads into the top of the sales funnel.
After just 6 weeks of working together and running outbound cold email campaigns, the client already had made a sale leading to a 9x return on investment.
in 6 weeks
LevelUp Leads acts as an extended part of your team to run outbound Email, LinkedIn or Cold Call campaigns to generate new opportunities for you. We do the hard part, you just need to move the interested leads through your sales process.
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We help you source new contacts, create strategies, run campaigns and create new sales opportunities.
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