LenderHomePage.com Pitch and Demo Mock Up
Client: LenderHomePage.com
Channels: Facebook Groups (Organic Content in Any Real Estate and Loan Officer Groups), Facebook Events and Zoom (To Demo Product in Webinar Form), Email and SMS Marketing (To Provide Pitches and Follow Up, and Direct Messenger Marketing (Responding to Real Estate Agents and Loan Officers Who Engage), and YouTube to Store the Recorded Demo for Future Replays
Value Proposition: Use Social Media Organic Marketing to Garner Interest for Webinar and Provide Links to Sign Up/Payment Systems or to Start Conversations/Appointments and Email/SMS Outbound Copywriting providing "Turnkey" Solution for Client
Overview:
LenderHomePage.com asked me to provide a marketing portfolio, create a pitch and a 5 minute product demo from beginning to credit card. I decided to provide scripts for phone calls, SMS, email, and Direct Messenger for pitches to invite people to a Facebook event and will use Zoom Webinar to require an Opt-In to attend (which also automates reminders to the call and tracks who signed up and who shows up).
Problem the client needed solving:
LenderHomePage.com needs to hire a SaaS Account Executive (Mid-Market) - Mortgage Tech but also has other positions and departments that need seats filled. After several interviews, candidates are asked to provide a marketing portfolio, a pitch, a 5 minute demo, and a list of references.
Solution I provided:
I created a marketing portfolio found at lawrencele.com highlighting my sales, marketing, and other various skills and professional experience.
I provided a "mock up" in this marketing portfolio to present my "pitch" for LenderHomePage.com in various communications mediums that could be found in this case study and how and when I would use them.
I will provide a recorded "video demo" from beginning to credit card uploaded to YouTube so I can post it on this case study but also leverage for future replays (utilizing keyword and SEO to optimize the video for YouTube and Google's search engine using Keywords Everywhere, TubeBuddy, vidIQ, and Headline Studio). I will also provide a call to action in the video description just in case someone sees the video and wants more information or is ready to sign up.
Phone Pitch:
Hi, is this (prospect's name)? This is Larry Le with LenderHomePage.com, how are you doing today?
(response)
Awesome, I'm glad to hear!
I am reaching out to schedule a full fintech technology audit that was offered when you filled out that form at our Zoom Event "AI Powered SEO Mortgage Content Talk!" this past Tuesday. What did you think about the demo?
(use response to leverage/pivot their pain points, wants, needs, interests, and reason for showing up to the Zoom Event and why they opted in)
Well like I said, we are ready to provide you a full fintech technology audit that will help you fill in the holes in your systems and processes. Of course, we'll also brainstorm possible solutions that may be beyond your direct technology needs, but the purpose is to provide you some ideas and consultation so we can make sure you leave our conversation on the positive. The audit is about 30 minutes. What time today or tomorrow is best for you?
(wait for time)
Great it looks like we're good to go. Your audit will be at (TIME). Please be in front of your computer so we can start reviewing your current systems. I know your time is very valuable like ours so I can let my consultant know that you'll be there at (TIME)?
Thank you so much for speaking with me. Have a great day! (END CALL)
Email Pitch:
(If they have already engaged, opted in, showed interest etc)
To a loan officer -
Subject line: I spoke to realtors about you, (prospect's name).
Hey (prospect's name),
Thanks for providing your information at our "AI Powered SEO Mortgage Content Talk!" Zoom call! I hope you got something out of the time you spent with us.
What was your favorite takeaway?
A. How fast and easy it is to create blog and social media posts
B. The ability to cobrand with your referral partners within minutes
C. The loanzify POS1003 system
D. The loanzify mobile app
If you provide me your answer, I promise to send you the replay of the Zoom call but also the one I conducted for real estate agents. You didn't know I did a demo for a group of realtors either, did you?
The crazy part is, I interviewed them and based on the conversation - I found 5 reasons why you, the LO, are not getting enough referrals. Like I said - I'll send you the replay to both calls when I get your reply.
Larry Le
LenderHomePage.com
Watch the demo below to see how it's done and gain the freedom to focus on what really matters: closing deals and delivering the personalized service your leads deserve.
(If it's a cold email or someone who is an aged contact in the database)
To a loan officer -
Subject line: Some realtors mentioned you, (prospect's name).
Hey (prospect's name),
I was going through our database (like you normally would) to see if there's anybody I need to follow up on and today's your lucky day!
I interviewed local realtors in your market and based on the conversation - I found 5 reasons why you, the LO, are not getting enough referrals - and I recorded it all.
If you want the video replay I ask for one favor - I need feedback on our system. Could you please click this quick demo and reply back to my question:
What was your favorite takeaway?
A. How fast and easy it is to create blog and social media posts
B. The ability to cobrand with your referral partners within minutes
C. The loanzify POS1003 system
D. The loanzify mobile app
If you provide me your answer, I promise to send you the replay of the Zoom call I conducted for the real estate agents. I did one for LOs too that was just as interesting called "AI Powered SEO Mortgage Content Talk!" I'll throw that one in the reply as well as soon as you send me your answers. Thanks!
Larry Le
LenderHomePage.com
Watch the demo below to see how it's done and gain the freedom to focus on what really matters: closing deals and delivering the personalized service your leads deserve.
(If they have already engaged, opted in, showed interest etc)
To a real estate agent -
Subject line: LOs are purposely not giving you their referrals, (prospect's name).
Hey (prospect's name),
Thanks for providing your information at our "AI Powered SEO Mortgage Content Talk!" Zoom call! I hope you got something out of the time you spent with us.
What was your favorite takeaway?
A. How fast and easy it is to create blog and social media posts
B. The ability to cobrand with your referral partners within minutes
C. The loanzify POS1003 system
D. The loanzify mobile app
If you provide me your answer, I promise to send you the replay of the Zoom call but also the one I conducted for loan officers. You didn't know I did a demo for a group of LOs either, did you?
The crazy part is, I interviewed them and based on the conversation - I found 5 reasons why you, the realtor, are not getting the referrals loan officers give out. Like I said - I'll send you the replay to both calls when I get your reply.
Larry Le
Watch the demo below to see how it's done and gain the freedom to focus on what really matters: closing deals and delivering the personalized service your leads deserve.
(If it's a cold email or someone who is an aged contact in the database)
To a real estate agent -
Subject line: Some LOs told me why you're not getting their referrals, (prospect's name).
Hey (prospect's name),
I was going through our database (like you normally would) to see if there's anybody I need to follow up on and today's your lucky day!
I interviewed local loan officers in your market and based on the conversation - I found 5 reasons why you, the realtor, are not getting their referrals - and I recorded it all.
If you want the video replay I ask for one favor - I need feedback on our system. Could you please click this quick demo and reply back to my question:
What was your favorite takeaway?
A. How fast and easy it is to create blog and social media posts
B. The ability to cobrand with your referral partners within minutes
C. The loanzify POS1003 system
D. The loanzify mobile app
If you provide me your answer, I promise to send you the replay of the Zoom call I conducted for the loan officers. I did one for realtors too that was just as interesting called "AI Powered SEO Mortgage Content Talk!" I'll throw that one in the reply as well as soon as you send me your answers. Thanks!
Larry Le
LenderHomePage.com
Watch the demo below to see how it's done and gain the freedom to focus on what really matters: closing deals and delivering the personalized service your leads deserve.
SMS Pitch:
(If they have already engaged, opted in, showed interest etc)
To a loan officer -
Hey (prospect's name),
Thanks for attending the zoom today - real quick
What was your favorite takeaway?
(wait if no response within 1 day)
Hey (prospect's name),
I'm trying to make sure I provide good content and not waste anybody's time - If you provide me your answer, I promise to send you the replay of the Zoom call but also the one I conducted for real estate agents. You didn't know I did a demo for a group of realtors either, did you?
The crazy part is, I interviewed them and based on the conversation - I found 5 reasons why you, the LO, are not getting enough referrals. Like I said - I'll send you the replay to both calls when I get your reply.
(no response)
Hello (prospect's name)?
(If it's a cold email or someone who is an aged contact in the database)
To a loan officer -
Hey (prospect's name),
Did you attend the zoom today?
I interviewed local realtors in your market and based on the conversation - I found 5 reasons why you, the LO, are not getting enough referrals - and I recorded it all.
Do you want it?
(wait if no response within 1 day)
If you want the video replay I ask for one favor - I need feedback on our system. Could you please click this quick demo and reply back to my question:
What was your favorite takeaway?
A. How fast and easy it is to create blog and social media posts
B. The ability to cobrand with your referral partners within minutes
C. The loanzify POS1003 system
D. The loanzify mobile app
If you provide me your answer, I promise to send you the replay of the Zoom call I conducted for the real estate agents. I did one for LOs too that was just as interesting called "AI Powered SEO Mortgage Content Talk!" I'll throw that one in the reply as well as soon as you send me your answers. Thanks!
(no response)
Hello (prospect's name)?
(If they have already engaged, opted in, showed interest etc)
To a real estate agent -
Hey (prospect's name),
Thanks for attending the zoom today - real quick
What was your favorite takeaway?
(wait if no response within 1 day)
Hey (prospect's name),
I'm trying to make sure I provide good content and not waste anybody's time - If you provide me your answer, I promise to send you the replay of the Zoom call but also the one I conducted for loan officers. You didn't know I did a demo for a group of LOs either, did you?
The crazy part is, I interviewed them and based on the conversation - I found 5 reasons why you, the realtor, are not getting referrals from loan officers. Like I said - I'll send you the replay to both calls when I get your reply.
(no response)
Hello (prospect's name)?
(If it's a cold email or someone who is an aged contact in the database)
To a real estate agent -
Hey (prospect's name),
Did you attend the zoom today?
I interviewed local loan officers in your market and based on the conversation - I found 5 reasons why you, the realtor, are not getting referrals from loan officers - and I recorded it all.
Do you want it?
(wait if no response within 1 day)
If you want the video replay I ask for one favor - I need feedback on our system. Could you please click this quick demo and reply back to my question:
What was your favorite takeaway?
A. How fast and easy it is to create blog and social media posts
B. The ability to cobrand with your referral partners within minutes
C. The loanzify POS1003 system
D. The loanzify mobile app
If you provide me your answer, I promise to send you the replay of the Zoom call I conducted for the loan officers. I did one for realtors too that was just as interesting called "AI Powered SEO Mortgage Content Talk!" I'll throw that one in the reply as well as soon as you send me your answers. Thanks!
(no response)
Hello (prospect's name)?
Direct Messenger Pitch:
(If they have already engaged, opted in, showed interest etc)
To a loan officer -
Hey (prospect's name),
Thanks for attending the zoom today - real quick
What was your favorite takeaway?
(wait if no response within 1 day)
Hey (prospect's name),
I'm trying to make sure I provide good content and not waste anybody's time - If you provide me your answer, I promise to send you the replay of the Zoom call but also the one I conducted for real estate agents. You didn't know I did a demo for a group of realtors either, did you?
The crazy part is, I interviewed them and based on the conversation - I found 5 reasons why you, the LO, are not getting enough referrals. Like I said - I'll send you the replay to both calls when I get your reply.
(no response)
Hello (prospect's name)?
(If it's a cold email or someone who is an aged contact in the database)
To a loan officer -
Hey (prospect's name),
Did you attend the zoom today?
I interviewed local realtors in your market and based on the conversation - I found 5 reasons why you, the LO, are not getting enough referrals - and I recorded it all.
Do you want it?
(wait if no response within 1 day)
If you want the video replay I ask for one favor - I need feedback on our system. Could you please click this quick demo and reply back to my question:
What was your favorite takeaway?
A. How fast and easy it is to create blog and social media posts
B. The ability to cobrand with your referral partners within minutes
C. The loanzify POS1003 system
D. The loanzify mobile app
If you provide me your answer, I promise to send you the replay of the Zoom call I conducted for the real estate agents. I did one for LOs too that was just as interesting called "AI Powered SEO Mortgage Content Talk!" I'll throw that one in the reply as well as soon as you send me your answers. Thanks!
(no response)
Hello (prospect's name)?
(If they have already engaged, opted in, showed interest etc)
To a real estate agent -
Hey (prospect's name),
Thanks for attending the zoom today - real quick
What was your favorite takeaway?
(wait if no response within 1 day)
Hey (prospect's name),
I'm trying to make sure I provide good content and not waste anybody's time - If you provide me your answer, I promise to send you the replay of the Zoom call but also the one I conducted for loan officers. You didn't know I did a demo for a group of LOs either, did you?
The crazy part is, I interviewed them and based on the conversation - I found 5 reasons why you, the realtor, are not getting referrals from loan officers. Like I said - I'll send you the replay to both calls when I get your reply.
(no response)
Hello (prospect's name)?
(If it's a cold email or someone who is an aged contact in the database)
To a real estate agent -
Hey (prospect's name),
Did you attend the zoom today?
I interviewed local loan officers in your market and based on the conversation - I found 5 reasons why you, the realtor, are not getting referrals from loan officers - and I recorded it all.
Do you want it?
(wait if no response within 1 day)
If you want the video replay I ask for one favor - I need feedback on our system. Could you please click this quick demo and reply back to my question:
What was your favorite takeaway?
A. How fast and easy it is to create blog and social media posts
B. The ability to cobrand with your referral partners within minutes
C. The loanzify POS1003 system
D. The loanzify mobile app
If you provide me your answer, I promise to send you the replay of the Zoom call I conducted for the loan officers. I did one for realtors too that was just as interesting called "AI Powered SEO Mortgage Content Talk!" I'll throw that one in the reply as well as soon as you send me your answers. Thanks!
(no response)
Hello (prospect's name)?
Key Objectives
Fulfill the request of LenderHomePage.com team's requirement of the 3rd interview: I provided a marketing portfolio, a pitch, a video demo, and a list of references.
Drive interest in working with Larry Le: The 3rd interview coupled with the requested items delivered should increase the interest in speaking with Larry Le
Target Audience
Hiring Managers of LenderHomePage.com
Next Steps
Discuss possibility of Larry Le getting the SaaS Account Executive (Mid-Market) - Mortgage Tech at LenderHomePage.com
Business Results
Experience speaking with C-Level Hiring Executives
Inspiration to create the marketing portfolio found at lawrencele.com
Current Client SuccessPending
Job Offer Extended (New Position Created from Scratch)
Reference:
If you would like to speak to any body else that's not listed as references - please let me know and I will provide this information for you.
