It’s 2023 and you want to level up your lead acquisition to support your business growth, but maybe you're in a bit of a rut and your tried and tested methods aren’t producing as many prospects as they once were. Transforming your lead acquisition strategy will be vital to filling your sales funnel and converting clients for long-term business success.

Why is lead acquisition important?

• Expands your client base
• Builds brand awareness
• Increases revenue
• Creates retention opportunities
• Promotes loyalty and advocacy

When done right, successful lead acquisition can really set your business up for long-term success, securing your brand legacy through an engaged, loyal and invested client base. DocPortal is a digital document management platform that was created with this concept of legacy in mind. Created for financial advisers and their clients, it’s simple and secure with the right tools built in to support you as you transform your lead acquisition.

How does DocPortal do it?

What exactly makes DocPortal different then, and how does it differ from your current acquisition processes? Continue reading to discover four ways DocPortal works to strengthen your lead acquisition strategy.

1. Streamline existing workflows

One of the main struggles for businesses in transforming their initial leads at the top of their funnel to clients ready to convert at the bottom is maintaining, or nurturing that journey on the way down. Nurturing your leads takes time and strategy to execute campaigns, curate calls to action and fulfil follow ups. DocPortal transforms this process by streamlining those workflows that already exist within your lead acquisition strategy, enabling you to manage, collate and automate tasks as well customising client workflows - all helping you to secure those valuable leads as clients.

Integration-ready with multiple CRM and Email integrations/API, DocPortal works with the likes of Salesforce so your partners can manage their lead acquisition through one digital platform. By streamlining tasks and platforms DocPortal also naturally frees up valuable time for your partners, empowering them to further invest that time back into additional lead acquisition and client relationships.

2. Embrace a mobile experience

How mobile-ready is your brand? It might not seem like something you need to be prioritising as a business when it comes to looking at your lead acquisition, but in fact, having a mobile-ready or responsive platform can really help you to engage with your leads in a relevant way. With web page views from mobile phones accounting for nearly 50% of all web traffic in the UK as of November 2021, your clients are prioritising mobile use over most other devices when it comes to engaging with brands online.

DocPortal equips your business with a custom-branded, client-facing mobile app that establishes and showcases your brand in a format that is accessible, user-friendly and reliable for your leads. The DocPortal app communicates to your leads that you prioritise their user experience, while nurturing a connection with them through an omnichannel experience and consistent brand presence.

As an added extra as well, DocPortal automatically reduces paper waste significantly by securely compiling documents online with integrated e-signatures. With many of your potential prospects making much more conscious choices based on your business’ ESG framework - this is definitely one to note for your acquisition strategy.

3. Easily appoint digital executors

The classic concept that people buy from people, not businesses still rings very true. In fact, in over-saturated markets of competing products quite often the thing that will set you apart in the end is your reputation or a word-of-mouth recommendation. This is particularly pertinent in the financial services sector as your potential clients are looking for trust-worthy, reliable and reputable brands they are happy to invest their time and resources into long-term. That’s why your lead acquisition strategy needs to integrate lead nurturing at every level.

DocPortal is very much a trust-building tool that provides your partners with opportunities for that lead nurturing and relationship building by optimising their existing client connections. Through the digital executor function, your existing clients can easily appoint chosen friends or family members to onboard as their will executors. From here, those digital executors now have the opportunity to learn about and get to know you and your brand in a much more organic way - through someone they trust. This is a great way to establish and nurture your contacts, and it’s all from within the DocPortal platform which ensures the process is secure and compliant at every step.

4. Convert with user-friendly, client-facing features

You’ve established, captured and nurtured your lead but now you want to convert, get them onboarded with your services and retained as a loyal client. Unfortunately for many businesses they can fall at the final hurdle if the proof isn’t in the pudding. For example, 74% of potential customers will switch to other solutions if the onboarding process is complicated (source).

Instead make sure to avoid complicated processes, unnecessary paperwork, and miscommunication with a user experience that is designed with simplicity at the very core of it. DocPortal leads with simple, user-friendly features that make it easy for your clients to engage with your brand and services. Onboarding is made easy so that clients at any stage of life and technical capability can make the most of their digital document portal, and features like live chat and video give them peace of mind that they can access support and information whenever they need it.

Make a start with your new strategy

Are you ready to transform your business for 2023? Talk to us about our lead acquisition tools and discover more about how DocPortal can further develop your client acquisition and retention while supporting your existing business processes.

Get in touch here.