As a marketing agency, your role doesn’t end at generating leads—it’s about helping your clients turn those leads into tangible revenue.
In this blog, we’ll explore how you can use tools like Convert Assist and Premium Conversation Intelligence™ together to uncover valuable insights, optimize follow-ups, and help your clients close more deals in less than 30 minutes a week.
1. Make the most of first-time callers
You’re leveraging Call Tracking and Premium Conversation Intelligence™ to drive great new leads to your clients - but the work doesn’t stop at the lead acquisition. Converting a first-time lead into a customer is a critical milestone for any business, as it marks the successful transition from interest to actual revenue. This moment not only validates the effectiveness of marketing efforts, but also sets the foundation for building long-term customer relationships.
First-time conversions often reflect the company’s ability to engage, build trust, and demonstrate value—key factors that drive customer loyalty and repeat business. When your agency can help a client secure that initial sale, it helps generate cash flow and gain valuable insights into customer needs, all of which are crucial for sustained growth and competitiveness in the market.
So how can you, as their trusted marketing agency, help clients maximize their new leads?
Every Monday, Premium Conversation Intelligence sends a detailed multi-conversation insights report directly to your inbox. This report serves as a valuable tool for you and your clients to use as a starting point to identify themes and commonly asked questions that can help you close more first-time contact leads.
Here are a few steps you can take to help your client grow their business in less than 30 minutes a week:
1. Review multi-conversation insights email to see trends
- Read through the summary of calls
- Look for any calls with sentiment outside of the norm
- Understand the questions asked
2. Navigate to CallRail from report email to review the calls analyzed
3. Click into first-time callers, and click Convert Assist
- See the action items and smart follow-up messages
- Highlight 5-10 of these top first-time caller leads to your client via email to make sure they took these actions, and sent these follow-ups to close more business this week
Closing even one more deal a week makes the difference to a small business. It often can bring in revenue that more than pays for your services and the tools you use, including CallRail, to support the growth of your client’s small business.
2. Improve the customer experience
For a small business, strong sales and customer service are crucial for building loyalty and long-term success. Effective sales strategies attract the right customers and turn one-time buyers into repeat clients, while excellent customer service ensures customers feel valued and supported. This combination not only boosts satisfaction and retention but also enhances a business’s reputation through positive word-of-mouth and reviews. In a competitive market, your clients must deliver exceptional sales and service experiences to set their business apart, and you can help them do that in a few easy steps as their trusted advisor.
Here are a few steps you can take to help your client improve caller and customer experience this week:
1. Review multi-conversation insights email to see trends:
- Review sentiment analysis to identify conversations with negative sentiment that might need attention.
- Read the call summary to understand what the conversation is about.
- Understand the questions asked to identify where customers might be confused.
2. Identify calls with negative sentiment to further investigate with Convert Assist
- Read the Convert Assist Coaching advice for the calls
- Identify any key learnings or trends and highlight these to your client as ways they can coach their frontline to improve lead and customer experience and grow their business.
Tip: Use real examples from the call transcripts to identify where different language could be used, or where a conversation could have stayed on track.
3. Get the upsell
Upselling leads and customers is important for small businesses in order to maximize the value of each customer relationship. When you can help your clients do this, your value as their agency and partner grows exponentially.
For small businesses with limited marketing budgets, focusing on existing customers through upselling is a cost-effective way to drive growth, increase customer lifetime value, and strengthen the overall customer experience – and you can help them upsell more each week using the tools available in CallRail today.
Here are a few steps you can take to help your client upsell more leads this week:
1. Create automation rules with the specific words or phrases used for upsell to ensure agents include it.
2. Pull a quick report with which calls included these and which didn’t
3. Assess two quick questions:
- Are the agents offering the upsell?
- When offered, are customers taking them up on it?
Based on the insights you discover, your agency can recommend additional coaching or a change to the upsell script to increase conversion of these upsells and help your client grow revenue without having to convert more leads.
Help your clients convert more leads today
Tools like Convert Assist and Premium Conversation Intelligence™ can transform the way your clients approach lead conversions. You’ll receive actionable insights and streamline follow-ups, enabling your clients to close more deals, faster.
Start implementing these strategies today with a free 14-day trial, and watch your clients’ success translate into your own.
