Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Life Health > Running Your Business > Marketing and Lead Generation

Your 2012 Lead Generation To-Do List

Your article was successfully shared with the contacts you provided.

Though every agency has time and budget constraints, you can make the most of your marketing and lead generation efforts with this simple to-do list. Make sure the following are true:

  1. Your website is updated and current (with SEO best practices).
  2. Your agency value proposition is clearly displayed and understood.
  3. You have a prominent call to action (above the fold) on your agency website.
  4. You have a professional and consistent e-marketing program.
  5. You have a quality prospect list with timelines.
  6. Your agency makes more than 500 outbound calls per producer per month to targeted prospects.
  7. You have a social media initiative in place.
  8. You’ve rehearsed your elevator, telephone and voice mail pitch.
  9. You have an efficient (and documented) lead-handling process.
  10. Your e-collateral is branded and updated.

Check off the items in this list for a simple marketing plan that’s bound to increase your book of business in 2012.

Sign up for The Lead and get a new tip in your inbox every day! More tips:

Alan Blume is an author, and as founder and CEO of StartUpSelling Inc., he works with small businesses on lead generation, sales, marketing, website design and branding. For more information, go to


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.