Purple Finance
Financial Planning
$100
/Lead
Detail Information
| Full Name | Jhontosan Rocker |
| Number | 041 xxx xxx xxx |
| Jhontosan@mail.com | |
| Address | Mrs. Smith 98 Shirley Street PIMPAMA QLD 4209 AUSTRALIA |
| Super Company | Example of business name |
| Super Balance | $200,000 |
| Insurance | Example Inc. |
Conditions
- Must Be Employed
- $50k Minimum
Good to know
Purple simplifies the process of acquiring financial planning leads. Our exclusive, high-intent leads are delivered live to your spreadsheet, with real-time email and SMS notifications ensuring you never miss an opportunity. This streamlined approach allows you to focus on what you do best – offering expert financial planning advice to help clients achieve their financial goals.
How to Purchase
Select the Volume and Delivery Method
- Specify Volume and Delivery
On the lead package page, specify the volume of leads you require and choose your preferred delivery timeline.
Complete Your Purchase
- Add to Cart
After specifying your requirements, add the selected lead package to your shopping basket.
- Checkout
Continue to checkout. Here, you will review your order and provide payment information. Purple’s website offers a range of secure payment methods for your convenience.
- Confirmation
Upon confirming your purchase, an order confirmation will be sent to you via email, detailing your purchase and what you should expect next.
Lead Delivery via Live Sheet
- Confirmation
Alongside your order confirmation, you will receive instructions on how to access the live sheet, where your leads will be delivered.
- Access Information
Leads will be added to the live sheet as they are generated and qualified, granting you immediate access.
- Access Information
The live sheet can be easily integrated into your existing CRM or sales process. You will receive detailed instructions for this integration, allowing you to choose to manage leads directly from the sheet or through your preferred system.
Ongoing Support and Feedback
- Integration with Your Systems
If you need assistance or have questions about your leads, Purple offers dedicated customer support. You will find contact details in your confirmation email and on the website.
- Integration with Your Systems
Purple values your feedback on lead quality and the overall service. The company is committed to ensuring customer satisfaction and is open to adjustments to meet your specific business needs
Additional Tips
- Stay Informed
Regularly check your email and the Purple website for updates and advice on maximising your leads
- Evaluate Lead Performance
Consistently assess the quality and conversion rate of your leads to refine your future lead acquisition strategies.
By selecting the appropriate volume and delivery method through Purple’s website, you are assured of a process that not only provides ease of online transactions but also ensures the dynamic delivery of leads via a live sheet. This efficient system is crafted to seamlessly integrate into your business operations, aiding in your growth and sales initiatives effectively.