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Generating high-intent leads is only the first step toward winning a new client. What you do in the minutes, hours, and days after a prospect responds will make the difference between a paying client and a missed opportunity. This is why effective follow-up is your most powerful conversion tool. Step 1: Respond to Leads Within 5 Minutes  WHY? Leads are most responsive within 5–10 minutes of submission. After that, interest drops rapidly. ACTION? Set up automated email + SMS or have a dedicated intake person ready to call new leads immediately. Step 2: Use a Scripted Intro & Discovery Call  WHY? A consistent script ensures professionalism and helps screen for fit. ACTION? Prepare a 2–3 minute call script that: —Thanks the lead for reaching out —Confirms basic contact info —Explores their needs (e.g., injury type, coverage, pain point) —Explains next steps (free consult, intake, etc.) Step 3: Follow Up at Least 5 Times in 7 Days WHY? 80% of sales happen after the 5th touchpoint. Most businesses quit after one or two. ACTION? Build a follow-up cadence: —Day 1: Initial call + SMS + email —Day 2: Call + email —Day 4: SMS —Day 6: Final call + “last chance” message TIP: Use personalization in emails to build trust (mention their name, city, inquiry date, etc.). Step 4: Offer Value Early WHY? Leads convert faster when they feel helped, not sold. ACTION? Give something of value early, such as: —Free consultation —Educational PDF —Quick checklist or guide related to their inquiry Step 5: Book a Consultation or Appointment Immediately WHY? Booking a specific time increases show-up and close rates. ACTION? Use a shared calendar link or book them in while you have them on the phone. Step 6: Confirm the Appointment & Send Reminders WHY: Reduces no-show rates significantly. ACTION: Send a confirmation email/text right after booking Send reminders 24 hours and 1 hour before the meeting Include who they’ll be speaking with and what to expect Step 7: Track Lead Status Internally WHY: Knowing where leads drop off helps improve close rates. ACTION: Use a CRM to move leads through stages: New Lead → Contacted → Booked → No-Show → Closed Step 8: Re-Nurture Cold or Unresponsive Leads WHY: Just because a lead didn’t convert in week 1 doesn’t mean they’re lost. ACTION: Every 30–60 days, re-engage unconverted leads with a soft-touch email or SMS: Just checking in to see if you still need help with... We have a new offer that might be a better fit... Ask Vertical Group to re-target cold leads with digital ads.

Lead Conversion Blueprint

Performance-Based Marketing 101

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How to Generate High-Intent Leads

Lead Conversion Blueprint

Performance-Based Marketing 101

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