Fulton Financial Doubles Lead Conversions

Background

Seth Fulton, a financial advisor in Des Moines, Iowa, has been guiding clients in their financial decisions for over 12 years. “I help people make smart decisions with their money by taking complicated, often confusing financial concepts and breaking them down into simple, easy-to-understand terms,” Fulton says. “My clients feel more in control, know their options, and understand how their decisions help them reach their financial goals.”

Challenge

Fulton relied on word-of-mouth referrals and the Dave Ramsey SmartVestor program for new leads. Despite a solid client base, he knew growth was essential. His lead management process was manual—using color-coded spreadsheets and copying and pasting pre-written messages into emails or texts. As his workload increased, maintaining consistent follow-ups with leads became difficult. 

“There’s a lot of manual labor behind the scenes, and it felt cumbersome and overwhelming,” Fulton explains. “If you got behind by a day or two, it felt like you were behind a month.” He sought a solution to streamline the process, ensuring no leads slipped through the cracks.

Solution

After encountering compliance issues with another lead management solution, Fulton came across Pageport. He was immediately drawn to a personalized video showcasing how the platform tracks interactions and provides valuable insights into prospects’ interests. Intrigued, he decided to give it a try.

Integrating Pageport into the workflow was smooth, and the platform quickly became an essential tool for lead management automation. "Now 95% of our lead processing and data management goes through Pageport," he explains. "Pageport takes a lot of the manual labor out for us, simplifies it, and fits pretty well with the already-established process. Now, much of it is automated."

As soon as leads come in, Pageport automatically reads the email, assigns the leads to Fulton, and adds them to a lead nurturing sequence. This sequence includes pre-scheduled emails, text messages, and personalized video touchpoints to guide leads through the decision-making process. Instant notifications and automated calls enable Fulton to be the first advisor to contact potential clients. The platform also syncs with his CRM, removing the need for manual data entry and ensuring all lead information is efficiently captured.

"Pageport takes a lot of the manual labor out for us, simplifies it, and fits well with the already-established process. Now, much of it is automated."
--Seth Fulton, Fulton Finance

Results

Implementing Pageport had an immediate impact on Fulton’s practice. The automation tools slashed time spent on manual tasks—freeing up 3-4 hours each week. “That’s time I got back to focus on other things,” Fulton shares. “Even if the numbers had stayed the same, the hours saved made the switch worthwhile—but the numbers skyrocketed.”

The automation tools made it much easier to connect with prospects, resulting in more scheduled meetings. “If I can just have that initial conversation, my chances of closing business go up significantly,” Fulton notes.

Before using Pageport, only 19% of new leads actually scheduled a meeting. After implementation, that number jumped to 29%—a 50% increase in meetings held. This jump in engagement directly improved Fulton’s bottom line, as his conversion rate more than doubled, rising from 6% to 16%.

Streamlined Communication & Consistent Follow-Ups

Beyond the numbers, Pageport brought much-needed consistency to Fulton’s follow-up efforts. The platform’s automation ensures regular contact with leads, even during the busiest periods. Client communication is streamlined, enabling Fulton and his team to send automated scheduling calendars so clients can easily book their own appointments. Seamless integration with CRM helps keep his client-focused workflow efficient.

Why Pageport Is Essential to Fulton’s Daily Workflow

Fulton’s experience with Pageport has been overwhelmingly positive. The platform delivered impressive improvements in key metrics like conversion rates and lead engagement and significantly reduced the time spent on manual lead management. The smooth setup process and ongoing support have made Pageport an essential tool in Fulton’s day-to-day operations.