Boosting Lead Conversion with Automated Long-Term Follow-up – with Jesse Beaudoin - EP004 - PAK Region - USA Mortgage
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Boosting Lead Conversion with Automated Long-Term Follow-up – with Jesse Beaudoin – EP004

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Boosting Lead Conversion with Automated Long-Term Follow-up – with Jesse Beaudoin – EP004


Buying leads is easy. Converting is harder.

100 leads typically generate two closings. But if you look at the statistics, 20 to 40% of the remaining 98 will have moved. What is the secret to converting a good chunk of that 20-40%? Long-term follow-up.

Jesse Beaudoin is the Founder and CEO of CallAction, a lead engagement automation platform that helps real estate professionals build long-term follow-up campaigns. Jesse got his start as a telemarketer for a mortgage company at the age of 15. He secured his real estate license at 18 and spent nearly 20 years working as a mortgage broker. A student of marketing, Jesse saw opportunity in the online space and started buying exact-match domain names to generate leads through organic search. He was able to build a business selling those leads to lenders like Quicken Loans and Lending Tree. In January of 2015, Jesse created CallAction to support real estate professionals in instantly responding to inbound leads, and since then, the startup has earned the 2015 BIA/Kelsey Future Stars Audience Award and was a finalist at the 2016 RealogyFWD Innovation Summit.

Today, Jesse joins Jeff to share his storied background in the real estate business and his early understanding of how the internet could be used as a marketing tool. He explains the impetus behind CallAction, discussing how mobile-first has changed human behavior and why it’s so important to catch customers at their peak state of interest. Jesse offers insight on the value of a long-term follow-up campaign to boost conversion, walking us through the CallAction process of delivering the right message in the right place at the right time with consistency. Listen in for Jesse’s thoughts on how savvy lenders are using the platform to convert leads for their agent-partners and how to leverage automation so you spend less time chasing leads—and more time building rapport with clients!

Key Takeaways

The impetus behind CallAction

  • Create consistency in lead follow-up

The transition from form-fill to click-to-call

  • Mobile-first has changed behavior (instant gratification)
  • Want high level of service, immediate response

Why it’s important to catch customers at their peak state of interest

  • Short attention span due to distractions (85 texts/day)

The value of a long-term follow-up campaign

  • 2-3% conversion in first four months
  • 20-40% convert later with consistent follow-up

How a CallAction long-term follow-up campaign works

  • Lead data automatically populated to CRM
  • Variety of communication channels (email, text and phone call)
  • Right message in right place at right time with consistency

How savvy lenders are driving leads

  • Split lead spend with agent-partner, set up showing appointment on their behalf
  • Develop relationships with FSBOs to prequalify buyers

How mobile devices have changed our behavior

  • Create sense of urgency, find someone who can deliver NOW
  • Five minutes of mental bandwidth to accomplish task

Connect with Jesse

CallAction

CallAction Help

CallAction Blog

CallAction on Facebook

CallAction on Twitter

Jesse on LinkedIn

Resources

Inman Connect

BIA/Kelsey

FSBO Articles on CallAction

Connect with Jeff

Pfitzer Mortgage Team

PAK Region on Facebook

Jeff on LinkedIn

Jeff on Twitter

Please call us at 636.741.5362 or Contact Us
with any questions or to start your loan process today!

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Customer Reviews

  •      Reviewed by Margaret K. for Christina Anthony

    Christina Anthony is great at her job! She made me feel like I was her priority. She answered all my questions clearly & prompt. She also had a way of putting me at ease when I was stressed. I will be recommending her services to all of my friends & family:)

  •      Reviewed by Jenny M. for Tina Ripple

    Tina is very skilled and professional in her career. Her personality and people skills are very heart felt. Tina made sure everything was in order before and during my closing process. Tina is accurate, consistent and efficient, which is some of the many reasons you will love working with her. Tina is definitely going to make sure your process go through smoothly with no stress. Tina is number 1. Awesome Awsome Awesome I was truly blessed to have Tina on my team. Thank you Tina!!

  •      Reviewed by Mustafa S. for John Amini

    I highly recommend, John Kaba amini as mortage banker for many reasons which includes his knowledge, patience, timeliness, honesty and attention to the needs of his client. John is very engage in the process which gives you the confidence to feel as is he is a member of your family; He has your best interest in mind. John has been a Realtor for me and friends for many years. John always took the time to explain. And we really appreciated that. It made us feel

  •      Reviewed by Charles W. for Ralph Harr

    Ralph is awesome to work with. He is prompt in returning messages and either had the answers to my questions or found them quickly. He is courteous, honest, direct and I trust his opinion. This is my third mortgage with Ralph and I plan on more. Honestly, there is no one else I would work with on a mortgage now!

  •      Reviewed by Steven A. for Audrey Poursine

    Audrey was very professional and organized. My wife and I highly recommend her. 100% satisfaction is an understatement. Audrey went above and beyond and truly cared about every detail of our purchase. She is very pleasant and with many years of experience. We will recommend her to everyone we possibly can!

DAS Acquisition Company, LLC dba USA Mortgage NMLS: 227262. Not a commitment to lend. Additional terms and conditions apply.

Interest rates and products are subject to change without notice and may or may not be available at the time of commitment or lock-in. DAS Acquisition Company, LLC is not affiliated with or endorsed by any government entity or agency, including USDA, HUD or VA. AZ License Number: 942577.

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