Internet Originations

Internet Originations101: The Foundation Course

Critical Path

• Assess Current Business

• Build Foundation for Success

• Create a Plan

• Execute, Iterate, Execute, Repeat

• Success

Assess Your Current Business

Are you on the right path? How do you acquire prospects and

customers?

Do the math. Will it get you to your goals?

Current Business

• Referrals

• Clients

• Real Estate agents

• Attorneys, CPAs, other professionals

• Direct mail

• Purchased lists

Who is in control?

Ensure your own success!

Be Consumer’s First Stop

• Take control!

• Generate your own prospects

• Buy Internet consumer inquiries

• Become the premier referral partner in your network or community

• Determine how successful you want to be

Foundation for Success

Build a lead generation and management platform

Create an asset that continually returns and perpetuates value

Lead Generation

• Create the foundation

• Be searchable

• Get linked

• Make contact easy

• Create big funnel

Be SearchableCreate your online identity:

www.linkedin.comwww.facebook.comwww.twitter.com

www.wordpress.com

Get LinkedPromote the value of yourself

and your website to others with synergistic content

Register with popular directories

Make Contact Easy

Don’t make this hard. You are in the business of generating

contact.

Live in the public eye.

Create a Big Funnel

Lead Generation and the Internet is famous for spillage.

Make sure you have a big funnel to catch lost consumers.

Lead Buying

• Bring in the Prospects

• Buy performance (www.leadmarketwatch.com)

• Buy intent

• Buy integrity

PerformanceIntent

IntegrityPillars of a good lead generator.

Survey their performance, ensure inquiries are generated

with buying intent, ensure advertising is accurate.

Who’s Best?This is hard to find, but available.

www.kaleidico.comwww.leadcritic.com

Lead Management

• Build Marketing and Sales Process

• Lead Receipt

• Lead Distribution

• Lead Actions

• Lead Workflow

Lead ReceiptSpeed Matters!

Get your leads in real-time or you have already lost.

Lead Distribution

Speed Matters!

Get them out. Get them called.

Automate distribution to avoid prioritization conflicts.

Lead ActionsDefine, Discrete, and

Compelled.

These are the keys to making actions measure and drive

performance.

Lead WorkflowPosition and automate proven

patterns to success.

Lead incubation, lead nurturing, win-backs--all enabled by

automated work flow.

Need More Info?

www.kaleidico.com866.667.5253