These past couple weeks I introduced drip marketing to you. What is means, how you separate from other financial advisors with it and why drip marketing’s important if you want your scheduled appointments to show up and engage!

And it starts the morning after someone schedules a meeting…

Ready for more good news? Creating your personal drip campaign is simple. Here’s an easy (but powerful) 6-piece starting grid you can put to work today:

DRIP 1: A handwritten thank-you card

Yes, hand written. Yes, the very next morning after they schedule. Think that’s too old-fashioned and no one does that anymore. Exactly.

DRIP 2: Confirmation call

When do you call? Not the day before their meeting, but the morning after they set an appointment! And please – make that call warm with a 3-4 sentence script. Don’t let it sounds dry like all those other confirmation calls you get.

DRIP 3: Confirmation email

Also send this the morning after. If we’re being specific, it’s immediately after the phone is hung up on your confirmation call.

DRIP 4: Welcome Kit or What I like to create and call a “shock n awe” kit

When to send this one? 24 hours after the appointment is set.

DRIP 5: An emailed article, radio clip, etc.

Immediately after the confirmation call, this should go out. How fancy you get or if you integrate video is up to you.

DRIP 6: Phone call appointment reminder

This call is 12-24 hours before the meeting. Again… please… don’t leave this call without a script. Make sure it’s happy, warm and friendly with intentional wording!

This is only a starting point; don’t hesitate to get creative with your drip campaign. But remember: Too much of a good thing is a bad thing. Overloading a lead can hurt your chances of a conversion.

Be smart and intentional as you create your own drip process. And I’m happy to help if it makes sense, we’ve done this for hundreds of the nation’s most successful financial advisors!