Finance

Other

Director of Corporate Communications

Getting our name and services out to financial wholesalers. They could benefit enormously from the service we provide - scheduling appointments and doing back-end office work. When utilized correctly, our scheduling services can save professionals time and actually make them money by getting them in front of clients and prospects. But we can't seem to get them to respond. We've seen a steady decline post-COVID and are beating our heads against a wall trying to determine how best to reach them and impart our message.

Erin Pruetz

Direct emails, social media (paid and organic), client-exclusive coaching, word-of-mouth/referral program, personal phone calls, cold calls, warm calls, lead generation

We aren't entirely sure. The message is getting to them (we know because of social media and email campaign metrics) and we know that our message is clear in what we do and how it can benefit them. But we just can't seem to get them to respond.