{"id":7403,"date":"2020-10-28T12:07:32","date_gmt":"2020-10-28T17:07:32","guid":{"rendered":"https:\/\/rixtrema.com\/blog\/?p=7403"},"modified":"2020-10-28T12:14:53","modified_gmt":"2020-10-28T17:14:53","slug":"the-importance-of-active-campaigns-and-timely-follow-ups","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/the-importance-of-active-campaigns-and-timely-follow-ups\/","title":{"rendered":"The Importance of Active Campaigns and Timely Follow-ups"},"content":{"rendered":"\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-nk-awb nk-awb\"><div class=\"nk-awb-wrap\" data-awb-type=\"color\"><div class=\"nk-awb-overlay is-layout-constrained wp-block-nk-awb-is-layout-constrained\" style=\"background-color: rgba(185, 235, 158, 0.25);\"><\/div><\/div>\n<ul class=\"wp-block-list\"><li><a href=\"#Crucial\"><strong>Two Crucial Steps for Successful Lead Conversion<\/strong><\/a><\/li><li><a href=\"#Implementing\"><strong>Implementing The Follow-Up Strategy<\/strong><\/a><\/li><li><a href=\"#Organizing\"><strong>Organizing Your Leads<\/strong><\/a><\/li><\/ul>\n<\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 style=\"text-align: justify;\"><strong><a id=\"Crucial\"><\/a>Two Crucial Steps for Successful Lead Conversion<\/strong><\/h2>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Despite being the most frequently asked and debatable, questions like \u201cWhat\u2019s the best strategy to gain new leads?\u201d and \u201cWhat\u2019s the best way to follow up with a prospect?\u201d are still very important in any financial advisor\u2019s practice.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">There are at least two steps that should be followed if you want to increase your lead conversion rate and close more deals with your prospects:<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">1)<\/span><span style=\"font-weight: 400;\"> \u00a0 \u00a0 <\/span><span style=\"font-weight: 400;\">Be persistent and keep your marketing campaigns up and running.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">2)<\/span><span style=\"font-weight: 400;\"> \u00a0 \u00a0 <\/span><span style=\"font-weight: 400;\">Be proactive and follow up with a phone call immediately when you notice any reaction to your emails or marketing campaigns.<a id=\"Implementing\"><\/a><\/span><\/p>\n<h2>\u00a0<\/h2>\n<h2 style=\"text-align: justify;\"><strong>Implementing The Follow-Up Strategy<\/strong><\/h2>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><b>Step One:<\/b><span style=\"font-weight: 400;\"> Having multiple active campaigns at a time is a key to success, because marketing is an ongoing process that is an important part of your business strategy. When your first campaign batch is started, don\u2019t wait until it\u2019s over to start a new one, you can run up to 300 simultaneous sequences at a time, and we\u2019d advise keeping this number closer to at least 30-50, but ideally this number should be as high as possible:<\/span><\/p>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-7404 aligncenter\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1.png\" alt=\"\" width=\"1693\" height=\"443\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1.png 1693w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1-300x78.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1-1024x268.png 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1-768x201.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1-1536x402.png 1536w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1-500x131.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1-800x209.png 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1-1280x335.png 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/1-min-1-1200x314.png 1200w\" sizes=\"auto, (max-width: 1693px) 100vw, 1693px\" \/><\/a><em>Image 1: Campaigns Dashboard in the Larkspur Executive PRO<\/em><\/span><\/p>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><b>Step Two:<\/b><span style=\"font-weight: 400;\"> After the first marketing campaign is set up and running, the most challenging part is to track your prospects\u2019 activity and follow up with them on a timely basis. Waiting for a call or an email reply is an ineffective strategy. Most likely you\u2019ll need to keep reaching out to leads until they warm up.<\/span><\/p>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Luckily, with our new updated mobile app for Android and iOS, tracking your prospects\u2019 activity is no longer a problem! Push notifications immediately show you who opened your email, and offers the option to give them a call or send a follow-up email right from the notification:<\/span><\/p>\n<p>\u00a0<\/p>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/2-min-1.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-7408 size-full aligncenter\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/2-min-1.png\" alt=\"\" width=\"1132\" height=\"1000\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/2-min-1.png 1132w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/2-min-1-300x265.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/2-min-1-1024x905.png 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/2-min-1-768x678.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/2-min-1-500x442.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/2-min-1-800x707.png 800w\" sizes=\"auto, (max-width: 1132px) 100vw, 1132px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><em><span style=\"font-weight: 400;\">Image 2: Push Notifications and Notification Screen Dial Menu in Android app<\/span><\/em><\/p>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">There is no reason to wait for a reply from your potential client, you can just download Larkspur Executive mobile app right here for<\/span> <a href=\"https:\/\/play.google.com\/store\/apps\/details?id=net.rixtrema.larkspurexecutive2\"><span style=\"font-weight: 400;\">Android<\/span><\/a> <span style=\"font-weight: 400;\">or <\/span><a href=\"https:\/\/apps.apple.com\/us\/app\/larkspur-executive\/id1483609350\"><span style=\"font-weight: 400;\">iOS<\/span><\/a><span style=\"font-weight: 400;\"> and start growing your business.<a id=\"Organizing\"><\/a><\/span><\/p>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<h2 style=\"text-align: justify;\"><strong>Organizing Your Leads\u00a0<\/strong><\/h2>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Another challenge many advisors face is organizing their leads. At RiXtrema, we came up with a CRM solution integrated into your Larkspur Executive account (Available for Pro and Pro Plus accounts).<\/span><\/p>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">If you can see the CRM button in the upper-right corner, then you have access to it:<\/span><\/p>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/3-min-1.png\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7405 \" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/3-min-1.png\" alt=\"\" width=\"582\" height=\"143\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/3-min-1.png 521w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/3-min-1-300x74.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/3-min-1-500x123.png 500w\" sizes=\"auto, (max-width: 582px) 100vw, 582px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><em><span style=\"font-weight: 400;\">Image 3: CRM Button<\/span><\/em><\/p>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Prospects who opened your emails are added as leads to your CRM, with all the information on their plan, emails or campaigns sent and follow-up tasks<\/span><\/p>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1.png\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7406 size-full\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1.png\" alt=\"\" width=\"1892\" height=\"566\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1.png 1892w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1-300x90.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1-1024x306.png 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1-768x230.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1-1536x460.png 1536w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1-500x150.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1-800x239.png 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1-1280x383.png 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/4-min-1-1200x359.png 1200w\" sizes=\"auto, (max-width: 1892px) 100vw, 1892px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><em><span style=\"font-weight: 400;\">Image 4: Leads Section in CRM<\/span><\/em><\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1.png\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-7407 aligncenter\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1.png\" alt=\"\" width=\"1644\" height=\"758\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1.png 1644w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1-300x138.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1-1024x472.png 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1-768x354.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1-1536x708.png 1536w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1-500x231.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1-800x369.png 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1-1280x590.png 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/5-min-1-1200x553.png 1200w\" sizes=\"auto, (max-width: 1644px) 100vw, 1644px\" \/><\/a><em>Image 5: Opened Emails in CRM<\/em><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Our new CRM solution will give you an efficient and unique capability to monitor your clients and prospects\u2019 activity and systemize your leads to give your business a boost.<\/span><\/p>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You can always set up a quick demo of our new CRM system with one of our representatives, just <\/span><a href=\"https:\/\/rixtrema.net\/larkspurexecutive\/requestdemo?rdemoiframe=true&amp;source=proplus\"><span style=\"font-weight: 400;\">click here<\/span><\/a><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/rixtrema.net\/larkspurexecutive\/landingpage?source=Gennady-10-28-2020\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"137\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min.png\" alt=\"\" class=\"wp-image-6880\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min.png 750w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min-300x55.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min-500x91.png 500w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Despite being the most frequently asked and debatable, questions like \u201cWhat\u2019s the best strategy to gain new leads?\u201d and \u201cWhat\u2019s the best way to follow up with a prospect?\u201d are still very important in any financial advisor\u2019s practice.<\/p>\n","protected":false},"author":11,"featured_media":7418,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[243],"tags":[9,322,28],"class_list":["post-7403","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies-larkspur-executive","tag-financial-advisor-prospecting-tools","tag-larkspur-executive-pro","tag-rixtrema-com"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/10\/case-study-min-1.png","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Importance of 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