Scott DGregorio looking to increase the number of mortgages he sells in a month, and grow his client network to drive more opportunities for future business. number of strategic partners referring him business.
- Needs way to make new connections
- Looking for cost-effective solutions
- Lacks time to manage outreach
- Outreach campaign to individuals in target professions
- Custom messaging designed to highlight business proposition and foster relationships
- Automated booking support for meetings
- Generated over 60 meetings with new referral partners in 45 days.
- Yielded notable strategic relationships including: preferred partnership with a Real Estate brokerage doing 50 deals a year, and partnership with Financial Planning Group with over 70 financial planners.
- Dramatically increased client database to increase future client-driven referrals.