Transparency: How to Impress Your Clients with Accurate Information

By Frank HealySeptember 15, 2014

In the ever-changing world of lead generation, few topics have remained as constant in recent years as compliance and transparency. For many, transparency seems like a vague concept, another buzzword. However, it can be improved upon in a real, tangible way by providing accurate information to clients.

Companies should expect and be willing to give clients a full-access pass to the lead generation process – as intimidating as it may be. This is where compliance goes hand-in-hand with transparency: if you have put the effort into ensuring your marketing methods are compliant, there should be no issue in being transparent. Your process should be visible to not only the client, but the prospect, from clear website disclosures to contact center representatives. Clients need to know that any generated inquiries have intent and are fully aware that the company will contact them. If your client feels it necessary to audit your website or call center procedures, demonstrate full cooperation as a sign of your assurance of compliance. 

Understand the client’s goals and be honest about the ability to achieve those objectives. When you work together to set realistic expectations, the client will value both the honesty and trust your ability to provide results. Whether or not you are meeting goals, ask for lead-level conversion data available to optimize campaigns. In return, you should be able to provide information about the origin of a lead if requested. For each prospect, track (at a minimum) the marketing method, landing page URL, data fields entered, disclosures and opt-ins. This level of reporting will not only impress clients, but also establish invaluable confidence in your company.

Trust is founded on transparency. Just as you would be more than willing to share positive news with your client, you should be willing to explain negative news or trends in order to develop a solution. Frequently discuss conversion plans and process changes; you will find clients are more understanding and appreciative when you are direct about your strategy. If you treat your client as a partner and provide honest and insightful information, they will reciprocate that trust.


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