Cuselleration | LI Sales Connector – Prof Network Growth
3811
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Scott DGregorio looking to increase the number of mortgages he sells in a month, and grow his client network to drive more opportunities for future business. number of strategic partners referring him business.

Challenges:

  • Needs way to make new connections
  • Looking for cost-effective solutions
  • Lacks time to manage outreach

Approach:

  • Outreach campaign to individuals in target professions
  • Custom messaging designed to highlight business proposition and foster relationships
  • Automated booking support for meetings

KPI:

  • Generated over 60 meetings with new referral partners in 45 days.
  • Yielded notable strategic relationships including: preferred partnership with a Real Estate brokerage doing 50 deals a year, and partnership with Financial Planning Group with over 70 financial planners.
  • Dramatically increased client database to increase future client-driven referrals.