How to Use Online Lead Contact Forms to Get More Financial Services Leads

Is your website not sending you the quality needs you need? If so, then you may need to give your lead contact form a makeover. Your Lead Contact form collects the essential information you need to follow-up up with promising contacts and convert them to clients.

For financial services professionals, the lead contact form is the most important element of your lead generation site. Get this element right and you will immediately jumpstart your online leads.

To get started, let’s discuss some common questions that financial services Solopreneurs have about their lead contact form:

Where Should I Place My Email Opt-In?

Most professionals bury their contact form under the “Contact Us” link at the top or bottom of their site. Wrong move. Take your lead generation form out of the alley of your website and put it front and center. A great tactic is to place it prominently on every page of your website. You want your prospect to “trip over” your lead contact form at every opportunity.

What Should the Opt-in Form Say?

Your Form must sell the “submit button”. This is important to understand. In order to get the contact, you need to make sure your visitors understands exactly what their name and email address gets them. Use your form to promote 3-4 compelling benefits of getting in contact with you. A great tactic is to offer a Special Report (“Lead Magnet”) or free consultation to incentivize them to click the submit button.

How Can I Get the Form Code on to my website?

If you use a email service provider like Aweber or GetResponse, they will provide you with a snippet of HTML code that you can paste on your site. This is the quickest way that requires the least technical expertise on your part. You can also search Google for businesses that provide standalone contact forms, like Formspring.

Get Started

Take a look at your website and immediately unbury your contact form, add a compelling offer to your form, and get the form on to your site.

Remember that your email service provider or a 3rd party business has already done the technical heavy lifting for you. So don’t spend too much time worrying about the geek aspects. The most important point is to get started now.