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Discover proven tactics to generate qualified leads consistently, from paid ads to automation workflows that convert.
Lead generation is the lifeblood of any business. But with changing algorithms, rising ad costs, and increased competition, many traditional tactics no longer deliver results. In this comprehensive guide, we'll break down 10 battle-tested lead generation strategies that are working right now for our clients across finance, eCommerce, and service industries.
Read Full ArticleLearn the exact framework for writing automated email sequences that nurture leads and drive conversions without sounding robotic.
Everything mortgage brokers need to know about running profitable Facebook ad campaigns from targeting to creative to conversion tracking.
Simple tweaks that can double your landing page conversion rate, backed by data from hundreds of A/B tests.
An honest comparison of two popular CRM platforms, covering pricing, features, automation capabilities, and ideal use cases.
Stop wasting ad spend. Learn how to properly track which campaigns are actually driving revenue for your business.
Profitable growth strategies for online stores, from retention marketing to product bundling to referral programs.
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Discover proven tactics to generate qualified leads consistently, from paid ads to automation workflows that convert.
Lead generation is the lifeblood of any business. But with changing algorithms, rising ad costs, and increased competition, many traditional tactics no longer deliver results. In this comprehensive guide, we'll break down 10 battle-tested lead generation strategies that are working right now for our clients across finance, eCommerce, and service industries.
Facebook's native lead forms allow users to submit their information without leaving the platform, dramatically reducing friction. These forms auto-populate with user data, making it incredibly easy for prospects to convert. The key is offering high-value lead magnets - free guides, calculators, webinar access, or exclusive consultations.
Pro tip: Keep your form fields to 3-5 maximum. More fields = lower conversion rates. Focus on name, email, and one qualifier question relevant to your offer.
While Facebook excels at awareness and interest, Google captures demand that already exists. Target keywords with commercial intent like "best [service] near me," "[product] cost," or "hire [professional]." These searchers are actively looking for solutions and convert at much higher rates than cold traffic.
Focus your budget on long-tail keywords with lower competition. Instead of bidding on "marketing agency" (expensive, broad), target "mortgage marketing agency Vancouver" (specific, cheaper, higher intent).
For B2B lead generation, LinkedIn remains unmatched. Use Sales Navigator to build targeted prospect lists, then reach out with personalized connection requests and InMail messages. The key is personalization - reference their recent posts, company news, or mutual connections.
Avoid pitching immediately. Start conversations, provide value, and build relationships. Your goal is to book discovery calls, not close deals on the first message.
Publishing high-quality, SEO-optimized content attracts organic traffic from search engines month after month. Create comprehensive guides, how-to articles, comparison posts, and case studies targeting keywords your ideal customers are searching for.
Every piece of content should include clear CTAs to download resources, book consultations, or sign up for your email list. Content marketing is a long game (6-12 months to see significant results), but the ROI compounds over time.
Hosting educational webinars positions you as an authority while generating highly qualified leads. Promote your webinar through paid ads, email campaigns, and social media. During the presentation, deliver genuine value (80% education, 20% pitch), then make a compelling offer at the end.
Automated evergreen webinars can run 24/7, turning one presentation into a perpetual lead generation machine. Tools like EverWebinar and Demio make this easy.
Most visitors won't convert on their first visit. Install the Facebook Pixel and Google Analytics tracking code on your website, then create retargeting campaigns to bring people back. Show different ads based on which pages they visited or actions they took.
For example: someone who visited your pricing page but didn't fill out the contact form gets a testimonial ad with a limited-time offer. Someone who read a blog post gets an ad for a related free guide.
Partner with businesses that serve the same audience but offer complementary services. For example, a web design agency could partner with SEO consultants, copywriters, or hosting providers. Create formal referral agreements with commission structures to incentivize partner referrals.
Also implement customer referral programs. Offer discounts, free services, or cash rewards for clients who refer new business. Your happiest customers are your best salespeople.
Create free tools that provide instant value in exchange for an email address. Examples: ROI calculators, assessment quizzes, savings estimators, or interactive budget planners. These tools position you as helpful experts while capturing qualified leads who are actively evaluating solutions.
Promote your tools through paid ads and SEO. Once someone uses your calculator, follow up with an automated email sequence offering your services.
Video content builds trust faster than any other medium. Create educational videos answering common customer questions, sharing industry insights, or demonstrating your expertise. Optimize your YouTube videos for search, and use TikTok to reach younger audiences with short, engaging clips.
Always include clear CTAs in your video descriptions and pin comments with links to your lead magnets or booking pages. Video ads on YouTube can also be highly effective for driving traffic to landing pages.
Not every lead is ready to buy immediately. Build automated email nurture sequences that educate, build trust, and gradually move prospects toward a purchase decision. Mix educational content with social proof (testimonials, case studies) and occasional promotional offers.
Segment your email list based on behavior and interests. Someone who downloaded a guide about Facebook ads should receive different emails than someone interested in SEO services. Personalization increases engagement and conversions dramatically.
Lead generation doesn't have to be complicated, but it does require consistency, testing, and optimization. Pick 2-3 strategies from this list that align with your business model and target audience, then commit to executing them well for at least 90 days before evaluating results.
We build complete lead generation systems for businesses - from strategy to execution to optimization. Schedule a free consultation to discuss your goals.
Get Your Free ConsultationLearn the exact framework for writing automated email sequences that nurture leads and drive conversions without sounding robotic.
Most businesses waste their leads with terrible email follow-up. They either send nothing (leaving money on the table) or blast generic promotional emails that get ignored. The solution? Strategic email sequences that build relationships, provide value, and guide prospects toward conversion.
A conversion-focused email sequence typically consists of 5-7 emails sent over 7-14 days. Each email serves a specific purpose in moving the prospect closer to a purchase decision. Here's the framework we use for our clients:
The first email sets the tone for your entire relationship. Send it immediately after someone opts in. Deliver what you promised (the lead magnet, guide, or resource), thank them for joining, and tell them what to expect next.
Key elements: Warm welcome, instant delivery of promised content, set expectations for future emails, introduce yourself briefly, and include a P.S. with a soft CTA to book a call or check out your services.
Don't pitch yet. Instead, provide a quick win - actionable advice they can implement immediately. Share your best tip, framework, or strategy related to their pain point. This builds trust and positions you as an expert who actually delivers value.
Example for a marketing agency: "Here's the exact Facebook ad targeting strategy that generated 47 qualified leads for under $400 last month."
People buy from businesses they trust. Share a detailed case study or client success story. Include specific numbers, challenges, solutions, and results. Make it relatable - choose a case study that mirrors your prospect's situation.
Format: "[Client Name] was struggling with [problem]. We implemented [solution], and within [timeframe], they achieved [specific result]. Here's how we did it..."
Your prospects have concerns and doubts. Address them head-on before they become deal-breakers. Common objections include: "It's too expensive," "It won't work for my industry," "I don't have time," or "I've tried this before and it didn't work."
Frame this email as myth-busting or answering FAQ. For each objection, acknowledge it empathetically, then provide evidence or logic that overcomes it.
Now it's time to present your offer. But do it softly - frame it as helping them achieve the outcome they want, not just selling your service. Explain what you offer, who it's for, what results they can expect, and what the next step is (usually booking a call or consultation).
Include a clear CTA button and make booking as frictionless as possible (calendar link, not "email us to schedule").
Create genuine urgency. This could be limited spots available, a promotion ending soon, or consequences of delaying action. Be authentic - fake scarcity damages trust. If you don't have natural urgency, frame it around the cost of inaction: "Every month you wait is another month of missed opportunities."
This is your final pitch. Keep it short and direct. Remind them of the opportunity, reiterate the main benefit, and give them one last chance to take action. After this, you'll transition them to your regular newsletter or a long-term nurture sequence.
Email marketing remains one of the highest-ROI marketing channels when done right. Follow this framework, focus on providing value first, and watch your conversion rates climb.
We create high-converting email sequences as part of our marketing automation services. Let's talk about your business goals.
Schedule Your Free ConsultationEverything mortgage brokers need to know about running profitable Facebook ad campaigns from targeting to creative to conversion tracking.
Facebook remains one of the most cost-effective platforms for mortgage brokers to generate qualified leads. With precise targeting, compelling creative, and proper tracking, you can consistently acquire leads for $15-30 each. Here's exactly how to do it.
Unlike Google Ads where you're targeting active searchers, Facebook allows you to reach people before they start searching. You can target homeowners considering refinancing, renters thinking about buying their first home, or people who recently got married (often precursors to home purchases).
Facebook's detailed targeting options let you zero in on your ideal borrower profile: income level, homeownership status, life events, interests, and behaviors. This precision is invaluable for mortgage marketing.
Your ad creative (the image/video and copy) is what stops people from scrolling. Here's what works:
Hook → Problem → Solution → CTA
Example:
"Still Paying More Than 6% on Your Mortgage?"
"If you bought your home 2+ years ago, you're likely overpaying by hundreds per month."
"We help Vancouver homeowners save $200-500/month by refinancing to today's lower rates."
"Calculate your potential savings in 60 seconds →"
Don't ask for the application immediately - the friction is too high. Instead, offer a valuable lead magnet that moves them into your funnel:
Start with a test budget of $20-30/day per ad set. Run at least 2-3 different audiences and 2-3 different ad creatives simultaneously to see what works. Facebook's algorithm needs at least 50 conversions per week to optimize effectively.
Use Cost Per Lead (CPL) bidding once you have conversion data. If your average lead is worth $500-1000 in commission, you can afford to pay $20-50 per lead and still be profitable.
Your Facebook ad is only half the equation. Your landing page must convert visitors into leads:
Install the Facebook Pixel on your landing pages and set up conversion tracking for form submissions. This allows Facebook to optimize your ads for people most likely to convert, not just click.
Key metrics to track: Cost per lead, lead-to-appointment rate, appointment-to-close rate, and overall ROI. If you're getting cheap leads but none convert, you need better qualification or targeting.
Mortgage advertising has strict regulations. Always include required disclosures, avoid making unrealistic promises, and comply with fair housing laws. Don't discriminate based on protected classes in your targeting. When in doubt, run ads by your compliance officer.
RD Mortgage Pro includes complete Facebook and Google ad management, landing pages, CRM setup, and automated follow-up. We handle everything so you can focus on closing loans.