New Client Onboarding

Lead to Close

Main Objective

- Provide the client a TURNKEY sales machine the efficiently and effectively takes a lead to a closed deal

- Consult with the client to optimize their systems, processes, sales and marketing efforts to achieve maximum performance and ROI

- Scale rapidly once the appropriate controls are in place

Deliverables

Lead to Close Program: The 5 Pillars to $1M

Access to ALL of Our Training Modules

  • All of our SOPs, Workflows, Systems, Process, and Training
  • Used as a medium to educate on the topics needed to build and scale a business to $1M
  • Follows the 5 pillars necessary to scale:
  • Foundations - the who, what, why, how, when of your business
  • Lead generation - how to generate leads
  • System & Appointments - how to systematically convert leads to appointments
  • Sales - how to systematically convert appointments to sales
  • Scaling - how to scale a well oiled machine 10x

What we DO FOR YOU:

Build your CRM Sales Machine System

  • SOPs, Automations and workflows
  • Connect all the dots to send the right messages at the write times
  • Integrate with all the tools needed to:
  • generate leads (sales funnels, forms, zapier integrations, etc)
  • nurture leads
  • book appointments
  • close deals
  • track prospects throughout buyers journey
  • Provide the medium for the agent to communicate with leads via:
  • email
  • sms
  • phone calls
  • Facilitating a power dialer for tracking lead follow ups
  • Add your scripts and plug them into the system
  • Outbound is plugged in by them

Write Your Messaging & Scripts

  • Appointment Qualification Scripts
  • Appointment Confirmation Scripts
  • Cold Calling Script (Outbound)
  • Inbound Lead Engagement Sequences
  • Email
  • SMS
  • 6 Month Long Term Nurture Sequence
  • Cold Email Scripts (Outbound)
  • LinkedIn Prospecting Scripts (Outbound)
  • Facebook/Instagram DM Scripts (Outbound)
  • Website Prospecting Scripts (Outbound)

Appointment Setter Placement (Lifetime Guarantee)

  • Recruit Appointment Setter
  • Train the Appointment Setter:
  • Using System and Highlevel Software
  • Using LinkedIn Sales Navigator
  • Using ULinc
  • Using Replyify
  • Lead Scraping
  • Appointment Setting
  • Place the Appointment Setter with Client
  • Provide ongoing support and weekly coaching calls to agent
  • Provide agent access to any future training if/when released

What we DO WITH YOU:

Optimize Your Sales System, Scripts, Lead Generation & Sales Processes

  • Facilitated through weekly coaching calls, asset reviews, and 1-on-1's (as needed)

Weekly Coaching Calls

Every Monday, Wednesday & Friday: Facilitate an environment and culture where you can quickly get your questions answered about everything for lead gen, sales, systems, marketing, and advertising


Asset Reviews

  • Give you direct feedback by auditing everything related to your lead gen, sales, systems, marketing, and advertising

1-on-1 Access (as needed)

  • Work directly with you to handle and overcome any obstacle that arises relative to your lead gen, sales, systems, marketing, and advertising

Ongoing Support

  • Support team to help you with any tech, admin, billing, human resources, setter, etc. questions or concerns that arise

Roadmap to Launch

Your Roadmap to Success has already been laid out for you to stream line your account setup. Each day of the jumpstart will take the AVERAGE person 1-3 hours to complete. This includes about a 15-30 minute video, some ground work on your end, and a form submission to send us the respective information that we need for your account set up.


Please keep in mind that if you are just starting your business or know nothing about your customers, it may take you a little longer to complete. On the other hand, if you know your business, offer, market and customers well, then this will be a quick process.


Lastly, those that are in a RUSH to get things launch can complete Days 1-5 all in the same day. We need 3-5 days on average to get your account setup and copywriting completed.

Your CRM Software

We are a licensed reseller of Highlevel which gives us the ability to provide you with a turnkey CRM that would normally cost you over $1400/mo to have access to all the tools our CRM provides.

Frequently Asked Questions

No. Conversionly does not personally setup or manage lead generation campaigns or programs for clients. This is something we hope to offer as a service in the future however, our primary focus is helping you build the appointment setting and sales systems so your business can scale rapidly. If you need help finding a lead generation agency, we have several in our rolodex that can assist you. Furthermore, We DO consult with you, teach you, and assist you in building your own lead generation systems and advertising campaigns. We pull back the curtain on everything we do for outbound prospecting AND advertising so you can do the same if you wish. We will also provide endless asset reviews, audits, and consulting on any lead generation programs you run or hire someone to run for you.

Your Appointment Setter is trained on all OUTBOUND PROSPECTING strategies that we teach inside the program. This includes cold email, cold calling, Linkedin and social media outreach, etc. Your Setter IS NOT trained on setting up or managing advertisements.

All of our appointment setters come trained in the systems, SOPs, and processes of operating as an appointment setter. Therefore, we're confident in providing you with a LIFETIME 100% satisfaction guarantee. On the off chance that an agent doesn't meet your needs, wants or desires, we'll recruit, train and place a new agent with you completely free of charge.

Don't worry about it - we help with that too. Our program includes training and coaching on sales including before, during and after the sales process to ensure you say the right things at the right time to close the deal.

We've worked through all the problems, headaches and nightmares that you're going through. We've invested over $150k in our own self-development to learn the tools, systems, tips and tricks to build a winning business for ourselves. Not to mention, we've invested over $1M in our own lead generation and sales processes to test these methodologies ourselves to determine what works best. We don't just sell you a program and leave you high and dry. Our team is here to help you through your entire journey from A-Z to ensure you succeed. We consider our clients' successes and failures our own.

No sweat. We'll provide you with all the resources, training and coaching you'll need to effectively and efficiently manage your team. This includes how to structure their salary, how to track their time (and know what they're doing with it), how to pay them, how to manage their roles/responsibilities, team structure, etc. Needless to say, we have you covered.

Getting Access to Materials

FB Group: Lead to Close Inner Circle

Lead to Close: 5 Pillars to $1M Course

Add to Coaching Calls

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