Industry Playbook - Financial Service Business

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The roadmap for growing a local Financial Service Business (such as Tax Attorneys, Accountants, etc.) online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat buyers. Here’s the playbook:

Capture More Leads

• Install the SMS Webchat Widget on the Financial Service Business’s website.
• Integrate the Financial Service Business’s Google Business Profile to activate Google Chat
• Activate The Missed-Call Text-Back so that any unanswered calls to the Financial Service Business immediately receive a text message saying, “Sorry we missed your call - how can we help?”

Nurture Leads into Bookings

• Configure helpful Text Snippets for phrases & links the Financial Service Business often sends to people.
• Activate Conversation AI so the Financial Service Business has a fully trained, always-on assistant to conversationally convert leads into bookings.

Turn Leads into Sales

• Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay.

Turn Sales into Positive Reviews

• Configure Email & SMS Review Request Templates so the Financial Service Business can quickly & easily request reviews with the tap of a button.

Turn Sales into Repeat Customers

• Configure Newsletter Email Template so the Financial Service Business can easily send out news, updates, and promotions to their contacts.