Financial Planner Prospecting Letter Samples!

Below are two different types of financial planner planner prospecting letters.

The first letter is a low key soft selling letter that most planners would feel comfortable using in their marketing efforts to attract new clients.

The second letter is a more aggress emotional direct response marketing lead generation letter.

Financial Planner Introduction Letter #1.

Continue reading Financial Planner Prospecting Letter Samples!

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Life Insurance Prospecting Letter Samples!

Can a simple life insurance prospecting letter generate a flood of leads for your agency? The short answer is no. But you may be able to generate a few new clients from a letter if it’s sent to the right list.

There’s an old saying (I’m paraphrasing), ‘I don’t know one way to get 100 new clients in the door. But I do know ten ways to get one’.

Combine a direct mail with your other online and offline marketing strategies and you will get a steady trickle of prospects.

If you have a list of clients who know you or if you are fortunate to have permission to mail to another professionals list (CPA, Financial Planner, Broker etc), then a modeling and mailing letter like this may help you generate life insurance leads. Continue reading Life Insurance Prospecting Letter Samples!

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How To Mail Your Sales Letters!

The best way to mail your sales letters is as follows:

Send them 7-10 days apart and follow up on the phone (to businesses) after the million dollar bill letters is sent, or whatever grabber you choose as your final letter.

You will make a bigger impact if you send the final grabber letter by priority mail or fed ex.

The way I mail sales letters

  • If I were just starting out I would send just 20-100 letters per week. I would send a series of three letters, and then follow up. I would send the letters 7-10 days apart and send the last one priority mail, fed ex, or dhl. Your costs will be high but if you do a good job on your letters and follow up, one new client could pay for it all and more.
  • Test small at first. Maybe do 10-20 if you use the more expensive approach. Test calling or showing up in person. Getting a hold of local business owners is a challenge. I know because we own to spa’s. We get calls, emails, and letters every single day. And it’s annoying.

A Better Idea?

Another idea is to mix up your sequence and include email in it which is easy and free.

I have a program we are marketing to local business owners. We walked door to door (my wife did), and also did cold emails. We did get a decent response to the email! But it took weeks in some cases to actually connect with some business owners, so you have to be persistent with your marketing and follow up. One sequence will not do the trick.

The way I will do it next time is follow up with a personalized video with you on it using the business owners name as you speak about the benefits of your program. A guy did this to get me interested in his program right at the time I was wondering about whether it was a good lead generation technique. But of course you have to take into consideration your margins and time. So if you are going to net quite a bit from one client then it is probably something to explore.

So here is how I will send my letters and emails:

  • Send Letter 1
  • Send Letter 2 (7 – 10 days later)
  • Email – Video 1 (7 – 10 days later)
  • Phone call or walk in as described in my letter to the prospect.

If they do not convert or I can’t get a hold of them I will…

  • Send Letter 3 with promotional item (pen, magnet, something unique).
  • Send a postcard 2 weeks later.
  • Send an Email – Custom Video 2

If they do not convert I will mail a monthly newsletter that has success stories, tips, and ideas.

If you are on a budget and cannot afford direct mail then send a custom video sequence. Send two or three videos and then follow up on the phone or walk into the business.

Getting Interest

The best way to get a business owners INTERESTED is too keep your unique sales proposition simple and easy to understand.

For example, ask yourself the following questions: What is it? and How Will It Benefit Me now? How Much Is It? Is It Proven?

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How To Mail Your Sales Letters (Just Direct Mail) In 4 Simple Steps:

The following steps should be followed to the “T”. Don’t change anything or make assumptions you are not sure about.

  • Write two letters prior to sending the letter on the next page. The first letter should be an introduction letter. The second letter should be a harder hitting sales letter that is close to the language in the last letter (on the following page). OK, you don’t have to write two letters, but if you want maximum results it’s highly recommended.
  • Use a high grade of paper (watermark is great).
  • Send your letters in a regular white envelope.
  • Don’t put your business name or logo on the return address; use your name and address, or just your address.
  • Don’t use address labels. Hand address your envelopes or use laser printed addresses directly onto the envelope.
  • Use a first class postage stamp.

Follow up with a call and reference the million dollar bill first (or use some other type of “grabber” like coins, foreign currency, a magnifying glass, a dollar bill, etc.). Then reference your service, then set tons of appointments or make gobs of sales!

Note: If you are using a ‘money-saving approach’ where your unique sales proposition is that you will save your prospect X%, do not expect a big response. This is basically product marketing – like selling life insurance or car insurance…

Product marketing is very difficult because you are perceived as marketing a commodity, which in turn lowers response and may create lower quality leads. Also, I can’t guarantee this will work for you because frankly, I don’t know how enthusiastic you are about your career, how hard you work, and if you follow directions well.

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Thank You Sales Letter Examples!

Thank You sales letters are very effective. We use them daily in our salon and spa business, and in our email internet marketing endeavors with great success.

There are many ways to write a thank you letter. But it all depends upon your objective:

  • Do you want your current client or prospect to come back and buy something right away?
  • Do you want your client to refer someone to your business or website?
  • Do you want to build more rapport with your client?

In our brick and mortar business our goals is to build rapport and get our clients to come back and buy something.

First we send a thank you letter that expresses our true ‘thankfulness’ that they chose us for their needs. Then, we give them a special gift in the form of a special coupon just for them.

This letter is effective because it:

  1. Gives our clients a ‘Wow’ factor, because they never get a thank you letter or card from any local businesses. This builds instant rapport which is a very powerful force in any business.
  2. They come back and spend more with us.
  3. They refer us to their friends.

You should use a thank you sales letter in your business right away.

Side Bar: If you want a thank you email letter let us know get this low cost but powerful ebook on Amazon now.

Thank You Letter Examples For Small Business:

Dear (Name),

At (name of store), our customers are our highest priority. We know that you have many choices when it comes to selecting a retail store for your clothing needs. As one of our new clients, we hope that your recent experience in our store was a pleasant one.

Our inventory has been developed with women like you in mind. We understand that your life is demanding and that sometimes your responsibilities and daily schedules are complex. You may be a career professional, a graduate student or a stay-at-home mom. Or you may play multiple roles like thousands of other women.

What you wear every day is a statement about you. It is a reflection of your personality, your discriminating taste, and your life-style choices. Our buyers are sensitive to this, and our inventory includes a wide variety of clothing that is fashionable, comfortable and functional.

By selecting clothing from our store, you can be confident that you look “right” wherever you are and whatever you do.
Too often, thank you gestures are missing in day-to-day interactions.

Because your patronage is important to us, we are extending a special “thank you” gift to you. We are pleased to offer you a (dollar amount) discount off of any merchandise that you purchase at your next visit to (name of store). This discount expires on (date), so don’t delay! Our inventory is changing every day, often in advance of seasonal changes.

Thank you again for your patronage!
Sincerely,
Name

Car Salesman Thank You Letter:

Dear (Name),

Purchasing an automobile is an important decision. Today, a car is more than just a means of transportation. We no longer live in the small-town environment of years past.

Our lives are much more complicated, and we spend many hours in our cars, commuting to work, running errands, and transporting our children (and ourselves) to and from activities. We expect our cars to be comfortable, safe, and reliable. We also want them to look great and reflect our values and personalities. But most of all, in today’s economy, we look for affordability.

At (Name of company), we understand the importance of satisfying each customer’s unique taste, needs and budget requirements. Although there are many competing automobile dealerships in the area, you recently chose a vehicle from our inventory…and we are grateful.

We hope that the experience was a pleasant one and that you will enjoy your car for many years. Please know that our customer service does not end with the sales. If you have any questions or concerns, don’t hesitate to call us at (phone #) or email us at (email address).

As a final note, our reputation is dependent on satisfied customers like you. With that in mind, we have enclosed a few of our business cards. There may be an occasion that a friend, family member or business colleague is currently (or soon will be) in the market for a new car, and we would appreciate your “spreading the word” about us.

Again, (Company name) thanks you for your patronage and trusts that we will be able to continue serving you in the future!

Sincerely,
Your Name

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Sales Letter Examples and A Case Study!

In this article I am going to reveal some sales letter examples in a case study format. Mostly you are just interested in seeing the letters but it would benefit you do know the back story to these letters.

Years ago, one of my customers, Tom Roberson, actually followed the directions I laid out for him in terms of targeting small business owners in his local area, and he got at least a 20% appointment ratio with  after one follow up call (I say, ‘he actually followed my directions’ because getting clients and customers to actually follow directions is a massive challenge, which is why I rarely take clients on anymore). Some of them even called him first!

Although he was selling group legal expense plans, who cares! Any sales letter that works can easily be adapted to fit into what you want to sell.

This is the Ultimate Example of how to write a series of sales letters to get maximum results. The sales letters I wrote used “grabbers”, headlines, and a combination of a headline with grabbers. Plus, the copy really focuses on the benefits without revealing too much.

direct mail letter

It took many hours to write these sales letter examples. I agonized over the copy. And when I finally finished I came to the conclusion that when it was all said and done, I would charge a client at least $10,000 plus royalties to write them. But, now you can model them for your business, or use them as an exercise in writing ad copy.

This sales letter example is not just one letter for you to read and wonder about. I am very much opposed to sending one letter because if you think about the psychology of marketing, getting someone who doesn’t know you from Adam to do business with you from one measly letter is a huge waste of time and money (and is also the number one reason most people say, ‘Direct Mail Doesn’t Work’).

In this case study I used a sequence of not one, not two, and not three, but a sequence of 4 letters! That’s how you do folks.

I digress. So I used, once again, Million Dollar Bills on the first letter this time (in some of the sales letter examples on this site I use the Million Dollar ‘Grabber’ on the third letter in the sequence).

Side Bar: Keep in mind I used 5-7 Million Dollar Bills attached with two jumbo golden plated paperclips which looks awesome! Continue reading Sales Letter Examples and A Case Study!

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Business To Business Marketing Letter Sequence!

Here is a business to business marketing letter sequence for you to model…

Attention: This letter sequence is missing something very important on the first two letters. A picture of yourself with a short interesting caption, aligned to the left hand side of the headline. The reason it is not shown here is because I can’t format the text.

However, I will get images of the letters up shortly so be sure you are on my list or you subscribe to my feed for notification (as well as other killer marketing tips and advice your competitors don’t want you to know)…

Here is an example of a nice picture with an interesting caption:

business woman at desk smiling

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Free Marketing Letters System!

If you found this page on marketing letters before reading this article on cold calling, it may be a good idea to start there first…

One of THE most effective methods for getting prospects interested in your products and services via direct mail marketing letters is to offer a FREE Marketing Audit (or something similar) in the area of your expertise.

The marketing letters and lead generation systems that I am going to show you are loosely based upon this concept.

What is an Audit?

That’s really up to you, but ultimately it’s a method by which you gather information from your prospects so that you can match the right product or service for their needs and wants.

I am sure every time you meet with a customer and analyze their needs to give them a quote you ask them questions to qualify them, right? Write all these questions down, and create a simple survey (you may already have one that you or your company has for your appointments). And now you have your audit.

But don’t call use your marketing letters for a FREE Quote or anything related. Because you are asking for trouble. Two things happen in your prospects mind when they want a free quote: Continue reading Free Marketing Letters System!

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Free Real Estate Prospecting Letters!

The following two real estate prospecting letters will help you generate real estate leads in your local area.

Important: these real estate marketing letters may work as is, but I recommend a two letter sequence prior to sending them as described on this website.

Secondly, they also use a unique ‘Grabber’ that attracts attention and gets your sales letter read. In this case I am using a million dollar bill. You can use any ‘Grabber’ you like in your prospecting letters but make sure it ties in with what you are offering in your letter.

Read this prospecting and sales letter guide for more information on using ‘Grabbers’ or ‘Lumpy Mail’ (it’s really good), and then come back here.

Realtor Prospecting Letter #1: Targeting Home Owners.

million dollar bill

Dear Name,

As you can see I’ve attached a genuine looking Million Dollar Bill to the top of this letter. Why have I done this?

Actually there are two reasons… Continue reading Free Real Estate Prospecting Letters!

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Direct Resposne Rates: Do You Have Measurable Results?

One of the most important steps in your prospecting efforts is to establish a means to measure your results and monitor your progress.

This will let you know if your sales campaign is effective or if you’re wasting time and if so, in what areas.

Who knows, maybe you have a fantastic sales letter and package, but your response contact information is not correct.

People may be calling your neighbors! Or maybe you thought you purchased a list of Senior leads to mail to targeted elderly people in the community, but you instead received & targeted a list of Seniors in High School instead. Any number of things could have gone wrong. Continue reading Direct Resposne Rates: Do You Have Measurable Results?

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