Lead Generation for Financial Advisors & Real Estate Consultants

Are you a financial or real estate consultant?

If so, you're probably looking for more leads to manage and grow your business. But how do you get those leads?

By employing our proprietary FIRST 4 Method, we have the ability to segment your audience, and use a combination of personalisation and automation to ensure that you get the best leads possible. Moreover, our team of experienced marketers can help guide you through the process of creating an effective strategy that gets results fast.

Automation of Marketing Processes

Chatbots and own branded FIRST4 customer relationship management (CRM) software are two of the most exciting and revolutionary additions in our marketing automation.

We integrate chatbots via popular messaging apps such as Facebook Messenger or Whatsapp and they can be used to automate many of your company's customer service processes, from answering simple questions to handling more complex requests like booking appointments or ordering products.

They can also automate tasks such as lead generation and lead qualification, which can save time and money since humans don't need to spend hours doing repetitive tasks that machines can do just as well (or better).

Our own branded FIRST4 customer relationship management (CRM) software is one of the most powerful tools for automating your marketing process. You can use our CRM to create a database of all your customers' contact information, including their name, address, phone number, email address, social media profiles and more. You'll also have access to their purchase history and conversion pipeline so that you know exactly what they've bought from you before and the conversion rate at each stage of the funnel. With this information at hand, you can personalize your marketing messages based on each customer's preferences instead of sending out mass emails or ads that aren't relevant to everyone in the same way!