Your Prospect Funnel

So…your prospect has signed up for your lead magnet. Now what? 

When a prospect signs up for your lead magnet, this means two things: 

  1. First, this person is a qualified lead.  
  2. They are expecting a series of emails from you. 

This is an email sales campaign. The goal of this email campaign is to: 

  • First, position you as the trusted advisor. 
  • Build trust and credibility with your prospect.
  • Start a conversation between you and the prospect. 
  • Get a meeting with the prospect. 

So how do you do this? By creating an email campaign to go to your prospect. 

  1. Deliver the asset: You should have your lead magnet delivered to your prospect’s email address so the prospect can get used to seeing your name in their inbox. Remember, always include a direct call to action in your email. 
  2. Problem and Solution Email:  Send them an email that identifies the prospect’s problem, then introduce your financial services as a solution for this pain point.  

 For example, A problem for business owners is paying too much to CRA. The solution is to do a tax planning meeting to optimize their tax efficiency through the proper allocation of funds. This could include reviewing their corporate structure, the use of insurance and tax-efficient investments. 

You should identify several problems your ideal prospect faces, agitate the pain point and show your solution. There should be at least three problems your prospects face that you can create an email around. Remember one problem per email. Don’t give too multiple issues in one email. It’s too much to digest. 


3. Testimonial Email: Don’t tell your prospect how awesome you are; let your clients do this. This email should be positioned as a case study, meaning what your client’s life was like before meeting you and what they have gained from working with you.
4. Overcome objections: Think of reasons why your prospect doesn’t want to purchase your services and explain why it’s easy to do business with you. The goal is to overcome their resistance so they can take the next step with you.

5. Sales Letter:  If you don’t confidently call your prospect to action, they won’t believe you can solve their problems. In your sales letter, you want to be specific and bold. You want to differentiate yourself from the competition and make it clear that you are their trusted advisor. 

Remember, every email should have a clear call to action. Don’t be afraid to be “salesy” in this type of campaign because your prospect expects this. 

We know advisors need help creating a lead magnet but don’t have the time to put it together. 

At Financial Tech Tools, we:

  • Create the lead magnet
  • Design the email
  • Implement the lead magnet funnel
  • Deal with compliance 

The result is a marketing machine that brings in and nurtures your leads while you spend time with your clients.