Lead Generation

Generating leads requires a combination of strategy, methodology, tactics, resources, skills and management.

What exactly does it cover?
The Portfolio lead generation service is designed to give firms a reliable, profitable and sustainable way to develop the practice. This services covers:

• Campaign development
• Building and cleaning databases
• Direct mail and email marketing
• Telemarketing and appointment setting

Why do it?
In today's competitive environment, developing and keeping your firm's sales pipeline is key to the your firm's future and succession planning.  Generating regular, high-quality leads will give your firm the opportunity to work with better, more profitable clients and enhance the value of your practice.

How much is it?
Service fees for the lead generation service are based on a combination of fixed and variable results-based commissions.  This aligns our interests with our clients.  The fixed fee element will cover the database work, direct mail and telemarketing with a percentage of the sale paid as a commission.

This service is designed for firms who want a business partner to work with and are looking to win at least £50,000 of new business a year. Before we start generating leads we will carry out a review of your sales processes and capability by running a pilot.    

What are the benefits?
The key benefits of the lead generation service include:

• Improving practice profits
• Increasing the value of the practice
• Winning better quality and more enjoyable work
• Growing the size of the practice
• Make the business less dependant on the practice owner
• Allow the practice owner to move away from tactical compliance work