Contact our team today and start growing your pipeline

Start your journey to success and join the 100s of businesses that we’ve helped to grow over the last 15 years. Our mission is to connect consumers with trusted partners like you, to help them achieve their own personal financial goals.

Step 1 of 2
New Lead

Access new clients and grow your business

At Lead Tech, we work closely with partners to help them achieve growth with longevity. Our three steps below make connecting people and improving lives simple, with benefits for everyone.

  1. Discovery call

    First we'll learn about your business, its aspirations and any challenges you face so we have a clear picture of what you need from us. We'll then tailor our approach to get the best results for you.

  2. Bespoke growth plan

    The next step is where things really get interesting. Our specialist team creates a bespoke growth plan, including forecasts and projections. It will outline the steps we’ll take together to achieve your agreed goals, ensuring we’re aligned along the way.

  3. Access to reporting and insights

    You’ll start to receive high-quality consumer enquiries from day one that will convert in to business over a pre agreed, realistic timeframe. You'll also gain access to your Lead Tech Connect dashboard. Not only will you have direct access to new leads and reporting capabilities, but you can monitor your growth closely and enhance your plans in real-time.

5 reasons why you should partner with us

  • We provide bespoke solutions to suit your firm’s needs
  • We take a consumer-focused approach
  • You’ll be assigned a dedicated account manager
  • Our in-house experts help deliver you quality client leads
  • We work with you to set goals to achieve your firm’s growth objectives
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