Lead Generation Roadmap Helps Producers Stay On Track

Before you begin your journey, map out the route to your destination.

As an Agent Development Organization (ADO), CreativeOne believes in helping our producers set and achieve challenging and attainable goals. To do so, we have created a lead generation roadmap to give you guidelines that will keep you on track during the course of the year and help you develop your firm into the business it’s meant to be.

Our yearlong roadmap includes a detailed calendar of quarterly activities to help you develop a tactical approach to gaining leads so you can grow your business. The roadmap includes methods for building market awareness, marketing strategies for generating leads and referrals and hints for efficiently managing your business.

As you are dedicated to doing what’s best for your clients, we are dedicated to doing what’s best for you and your business … and that’s growth. We are your partner in developing your business to be the best, and will utilize the roadmap help you manage your time and resources in four steps.

  1. Set a sales goal and then work backward to create a plan.
  2. Determine how many appointments you need to achieve your goal, based on your average sales amounts.
  3. Determine how many leads you need to generate to set that many appointments, using your average conversion rate.
  4. Determine the activities and investment required to generate those leads.

No matter what your goals are, our roadmap will help you create a plan to reach them. We have various options you can choose from to add to your success and are committed to keeping you accountable, ensuring you stick to the roadmap and accomplish what you set out to do.

With CreativeOne, you CAN stand out in a competitive environment, you CAN make it easy for prospects to find you and you CAN achieve top-of-mind awareness. You just have to stay on course!

Download our Lead Generation Roadmap and get started on track, today! >>

It’s never too late to start the journey. Contact your sales team to get access to the CreativeOne 2016 Lead Generation Roadmap. Take action today and make 2016 your best year ever by using marketing tools and systems from CreativeOne to accomplish your goals.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

CP-0713 – 2016/04/05

2 Comments

  1. Jed says:

    Need a guide

    • Nancy says:

      Good morning, Jed. Thank you for reaching out. Your sales consultant will be getting in contact with you to provide you with more information.

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