YouTube Ads The starting point is right here! You Tube Order Form Main Contact & Office InformationMain Contact First Name* Main Contact Last Name* Advisor First Name* Advisor Last Name* Main Contact Email*Used for notification emails throughout your campaign as well as any order follow up. Main Contact Phone*Company Name* Office Address* Office Address 2 Office City* Office State*--AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingOffice Zip Code* Office Phone Number*Office Email Address* Company Website* YouTube Lead Generation PricingLead Pricing*Our Leads Only package requires you to make your own phone calls to set appointments. With the Leads + Booked Appointments package, we will call every opt-in using our rigorous calling campaign to book an appointment. You pay only for the appointments we book. $8,500 Leads $8,500 Leads + Booked Appointments Do you need Appointment Setting?Many people hear “done-for-you calling” and think to themselves, “It’s another crappy call center.” At Steep, nothing could be further from the truth. Our professional call services are delivered by domestic, native English speaking, Life & Health licensed callers specifically trained for financial services as appointment setters. Our callers use the sales techniques taught by phone-sales guru, David Brooks (The Inside Sales Guy), to book appointments for you. Calls are made from numbers local to your market and are systematically scheduled at the right frequency and time of day to maximize answers and appointments. Each appointment is delivered with call notes and details of the client’s assets. Not only will this save your staff hours of times, but our callers also typically double the appointment set rate of do-it-yourself campaigns. The best part about our appointment pricing is you can do it yourself if you are staffed to handle it on your own, or you only pay for the appointments we set when we do it for you.YouTube InformationCampaign Geography*We’ll market your campaign in a circle shape around a central point. Please tell us the central zip code and distance from there you want to market. Reach out to us if you’d like to discuss in more detail.Calendly Pro*Please provide your Calendly Pro login information. We need to set up tracking scripts for the ads, then do not need to further access.Special InstructionsWill you be creating your own videos?*You Tube ads & upsell page video Yes No Compliance InformationAre you insurance only or insurance and security licensed?* Dual Licensed Insurance Only Landing Page Disclosure*Please DO NOT put 'see last order' or 'on file'. Disclosures change frequently and is your responsibility to notify us each time you order what your current disclosure is.Email Disclosure*Please DO NOT put 'see last order' or 'on file'. Disclosures change frequently and is your responsibility to notify us each time you order what your current disclosure is.FMO* RIA/BD* Will your compliance allow for text message confirmation and reminders?* Yes No HiddenOptional:HiddenAre you interested in a paid call center to make your calls?*Please note: the follow-up process for You Tube lead generation leads is extremely important. We strongly recommend a good follow up process after a lead is generated. Yes No Call Services InformationPhone numbers used to call clients*Please add any and all phone numbers (office, cell phone, etc) that are used to call clients. We want to ensure that your prospective client knows what phone number to expect to receive a call from. This ensure better connections for your phone call with them. What are your office hours and days of the week you're in the office?* HiddenWhat is your minimum asset threshold?* Advisor Bio:*Advisor Endorsement & Credentials*How many years has the advisor/firm been in the industry?* What type of licenses does the advisor have?*What state(s) is the advisor licensed in?* Calendly Link* Do you send confirmation emails and texts?* Yes No HiddenRegion <hiddenfields> HiddenEast Coast Emails <hiddenfields> HiddenRAM <hiddenfields> HiddenCS <hiddenfields> HiddenRegion <hiddenfields> HiddenWest Coast Emails <hiddenfields> HiddenRAM <hiddenfields> HiddenCS <hiddenfields> CAPTCHACommentsThis field is for validation purposes and should be left unchanged. Δ
