Automating new service request strategies into your business is an absolute must. There is no business that can survive without a way to prospect clients and it seems to be the one thing that people struggle with the most. Finding people to help in today's marketplace is daunting and because of the new younger tech savvy population, it's even more difficult to connect with people.

Your business remains stagnant until you start prospecting new customers. So! It's the number one strategy to have in place and the only way to get to help new people. Successful enterprises have systems built into the fabric of their business and strategies to work with so that prospecting is effective and automated and NOT sales focused but rather education focused.

An important reason for continued client acquisition is due to the drop-off that occurs with your clients. Whether it's due to death, cancellations or divorce etc. The net effect is a reduction of clients and therefore a loss of income unless you have a steady stream of new clients to work with.

However, all this is important for ONE reason - to help as many people as possible so that they are planning correctly and have the right services in their lives, no matter their financial situation.


We've seen it all:

Paying for a list of leads or getting sent leads as and when you pay will do the following:

1 - Cost you time
2 - Waste your efforts
3 - Not guarantee quality
4 - Doesn't guarantee a lasting relationship
5 - Doesn't help with future needs and trust

And more importantly, it's very unprofessional.