Hook, qualify, capture. The funnel books.
0Scan their badge in the ADX lead app
1Hook
While you're here, have you thought about what your income could build outside the practice?Or lead with the stand line: we build property portfolios for dental professionals.
2Qualify
Do you own any investment properties yet?
How soon are you looking to buy the next one?No interest: friendly exit, flyer, move on. Don't capture tyre-kickers as Hot.
3Differentiate
Most people buy one property and hope. We build portfolios: plan, fund, invest, optimise, end to end.$871M+ in property acquired for clients. Point to the 10-year question on the wall: where will your portfolio be in 10 years?
4Capture
I'd love one of our senior team to follow up. Can I grab your mobile and email?Mobile is mandatory. Confirm consent out loud, then tick the box.
5Close warm
Ewan's running The Great Property Reset as a live webinar after the expo. Want me to save you a seat?Offer the webinar first. Only choose "Book now" if they ask to book. Never pressure-book at the stand.
Webinar: The Great Property Reset · Thu 15 Oct 7:30pm AEST · Wed 21 Oct 12:30pm AEST (Zoom)
Guides: Essential · Premier Select · PSSR · Portfolio Programs (point to the QR on the stand)
Visitor profile
Ready to book. Hand the tablet to them.
Their name and email are already in. They choose the time and add their mobile; the invite and Google Meet link go to their inbox.
Seat saved for them: Thursday 15 October, 7:30pm AEST.
The Zoom link and reminders come from HubSpot. Tell them to watch for an email from Ewan Ramsey.
Seat saved for them: Wednesday 21 October, 12:30pm AEST.
The Zoom link and reminders come from HubSpot. Tell them to watch for an email from Ewan Ramsey.
Their contact will call within one business day.
A call task is on the lead. Before they go, give them the Stress Test below.
Info pack on its way.
They'll get the guides and the webinar invite by email. No call unless they reply. Before they go, give them the Stress Test below.
Saved to HubSpot.
If they chose "Book now", hand them the tablet and they can pick a time below.
Next: the Portfolio Stress Test.
Before they walk away, give them the next step. Either they scan the code and run it on their own phone, or you open it here and run it together (3 minutes).
Scan to run it on their phone. It shows how their portfolio holds up under pressure, and gives us something specific to talk through when we follow up.
Also save a seat at the encore?
Tap their session, then hand them the tablet to check their details and press Register. Their Zoom link and reminders come by email.
Also book a Discovery Session?
Open the calendar and hand them the tablet. Their name and email are already in.
Booked.
The invite is on its way to their inbox. The lead moves to Meeting Booked automatically.