Background

The Process

Kyle had been in health insurance for over 6 years, but always relied on the typical lead generation methods in that industry: cold calling and referrals. One of those is not fun or very scalable by yourself, the other is not scalable at all. A few weeks into SWS Kyle learned the power of delegated lead generation, sales funnels, and online advertising.Almost immediately he removed the most tedious (yet necessary) lead generation tasks off his plate, giving it to the fully trained virtual assistant from SWS.All of a sudden he went from 1-2 appointments a week, to 2-3 appointments a day.At this point we focused on what was working, helped him create more back end systems that allowed him to convert more leads, and scaled everything up. 

The Results

Having implemented our systems and processes, Kyle started to see the amount of prospects he was able to contact without actually personally contacting them via the different platforms such as cold email, LinkedIn, Facebook etc. He went from having no systems and processes in place, to then having more booked and qualified appointment. Having delegated the prospecting and lead generation to his fully trained SWS – VA has allowed Kyle to focus on the closing of deals which has gotten him over 150 + clients.