Portfolio

Internal business development guide for leading estate planning consultancy

The Challenge
To provide a business development reference guide to a growing national network of consultants.

The Solution
The ‘Flying Start’ guide provides consultants with a framework to target prospects, manage appointments and generate qualified leads. The guide contains supplementary planning sheets to help consultants with the lead generation process.

Results
Consultants now have a defined structure and process with which to generate leads and convert them into sales.

Commenting on the launch of the business development guide, Gill Massey-North, Director of Operations at Countrwide said:

“Traffic are inspiring, energetic and forthcoming, thinking from our point of view to develop clear tactics across all channels. The investment has really paid off, with results going beyond our expectations.”