Mortgage Lead Generation Campaigns
Budget: $8 – $15 CAD
I’m a newly licensed mortgage agent and the fastest way for me to grow is by filling my pipeline with qualified prospects. I want to roll out a coordinated lead-generation program that blends email marketing with LinkedIn outreach and also some potential meta ads.
Current state
• I have a small email list that needs to grow substantially—quality over quantity, Canadian-compliant.
• My LinkedIn profile is up, but no campaign structure is in place.
Campaign vision
You’ll help me attract, capture, and nurture leads through a multi-touch sequence. Email content will rotate between newsletters, promotional offers, and informative articles that position me as a trusted advisor. On LinkedIn, connection requests and follow-up messages should echo the same themes for consistent branding.
Key deliverables
• Prospect list growth: build or source a GDPR/CASL-compliant database of mortgage-interested contacts.
• Email assets: write, design, and schedule a welcome series plus ongoing newsletters, promos, and educational pieces.
• LinkedIn funnel: optimise my profile, create connection scripts, and set up an automated messaging cadence.
• Tracking & optimisation: integrate with my CRM or a lightweight alternative, set goals, and report weekly on opens, clicks, replies, and booked calls.
_potential meta ads and social media management
Success is measured by the number of new qualified leads added each week and the conversion rate from first touch to booked consultation. If you have proven tools or tactics that can shorten my learning curve, let’s implement them.
Current state
• I have a small email list that needs to grow substantially—quality over quantity, Canadian-compliant.
• My LinkedIn profile is up, but no campaign structure is in place.
Campaign vision
You’ll help me attract, capture, and nurture leads through a multi-touch sequence. Email content will rotate between newsletters, promotional offers, and informative articles that position me as a trusted advisor. On LinkedIn, connection requests and follow-up messages should echo the same themes for consistent branding.
Key deliverables
• Prospect list growth: build or source a GDPR/CASL-compliant database of mortgage-interested contacts.
• Email assets: write, design, and schedule a welcome series plus ongoing newsletters, promos, and educational pieces.
• LinkedIn funnel: optimise my profile, create connection scripts, and set up an automated messaging cadence.
• Tracking & optimisation: integrate with my CRM or a lightweight alternative, set goals, and report weekly on opens, clicks, replies, and booked calls.
_potential meta ads and social media management
Success is measured by the number of new qualified leads added each week and the conversion rate from first touch to booked consultation. If you have proven tools or tactics that can shorten my learning curve, let’s implement them.