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  1. #1
    Try calling accountants/attorneys as well. The numbers work in your favor. If you build a solid relationship with one accountant who does bookkeeping or any other services for 30-35 clients, then that "one" close could earn you a ton of business from their network. Something to think about.

  2. #2
    Senior Member Reputation points: 16117 capaxess's Avatar
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    As a matter of fact I did think about and actually cold called CPA's for a while. I also reached out to heavy equipment sales reps, loan officers, medical billing companies (they are intimately connected to medical office revenue streams) and law offices to seek out referrals.

    What I discovered is that I was spending an unacceptable amount of time "educating" and not prospecting. I did in fact get some referrals one of which came to contracts but backed out for $75K.

    Since I'm trying to develop organic lead generation while maintaining outbound calls at a high level it makes more sense to spend that time ferreting out direct fundings from merchants.

    Does anyone else on this board cold call UCC lists? I'd be interested to compare notes

  3. #3
    Karen37a
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    Quote Originally Posted by capaxess View Post
    As a matter of fact I did think about and actually cold called CPA's for a while. I also reached out to heavy equipment sales reps, loan officers, medical billing companies (they are intimately connected to medical office revenue streams) and law offices to seek out referrals.

    What I discovered is that I was spending an unacceptable amount of time "educating" and not prospecting. I did in fact get some referrals one of which came to contracts but backed out for $75K.

    Since I'm trying to develop organic lead generation while maintaining outbound calls at a high level it makes more sense to spend that time ferreting out direct fundings from merchants.

    Does anyone else on this board cold call UCC lists? I'd be interested to compare notes

    You are not supposed to be "educating"... gl to you lol

    You were in securities right? Series 7?

    __

    I only did this so funders can see what its like for us poor little ole Isos training people

    maybe someone else picks up a hint or 3


    10000 people later now you know why I am nuts
    Last edited by Karen37a; 10-19-2018 at 04:39 PM.

  4. #4
    Quote Originally Posted by capaxess View Post
    As a matter of fact I did think about and actually cold called CPA's for a while. I also reached out to heavy equipment sales reps, loan officers, medical billing companies (they are intimately connected to medical office revenue streams) and law offices to seek out referrals.

    What I discovered is that I was spending an unacceptable amount of time "educating" and not prospecting. I did in fact get some referrals one of which came to contracts but backed out for $75K.

    Since I'm trying to develop organic lead generation while maintaining outbound calls at a high level it makes more sense to spend that time ferreting out direct fundings from merchants.

    Does anyone else on this board cold call UCC lists? I'd be interested to compare notes
    That's great. Maybe those are the people worth setting up an email campaign for and focusing calls on merchants. Either way, you seem to be in the right direction. Sometimes it's dumb luck so keep pushing.

  5. #5
    Karen37a
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    Quote Originally Posted by Atlas Financial View Post
    That's great. Maybe those are the people worth setting up an email campaign for and focusing calls on merchants. Either way, you seem to be in the right direction. Sometimes it's dumb luck so keep pushing.
    Just making a point... everyone on the planet is emailing people and they do not even open their emails

    And if they did...why would one email stand out over the other to make them say " hey this is the 1000th email i received for cash advanced let me call this one"


    If you did not engage that person thru a cold call so they look for it and save it...waste of time. Or as a follow up to a conversation to someone who wants to talk with you again

    And if it was so easy to send emails....We wouldn't get paid Rockstar commission, they would have a techie just sending them out or a salary of min wage worker


    This is where someone says "define Rockstar commission"

    Deja vu all over again

    https://dailyfunder.com/showthread.p...tar+commission
    Last edited by Karen37a; 10-19-2018 at 04:56 PM.

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