Built for High Ticket Offers
What’s their
Buying Power?
Stop Wasting Time on Unqualified Leads. Focus on High-Value Prospects with LeadFi
Intro
No More Guesswork. Just Data-Driven Results.
We identify financially ready prospects in real-time so you can close more deals, faster.
Increase your conversion rate like never before.
- LeadFi helps you immediately qualify or disqualify leads, saving valuable time. No more burned-out sales teams nurturing leads that won’t convert.
- Tailor your strategies to each individual lead, increasing the likelihood of closing deals.
Instantly obtain each lead’s exact buying power.
- 100% of the leads are sent back to your CRM with a full financial profile.
- Get critical insights: credit score, wallet balance, pre-approved loan amounts and more — no Social Security Number required.
Maximize your ROI.
- LeadFi helps you identify and allocate resources to leads financially capable of making a high ticket purchase.
- Dramatically improve efficiency by spending less time qualifying, more time converting.
Instantly obtain each lead’s exact buying power.
- 100% of the leads are sent back to your CRM with a full financial profile.
- Get critical insights: credit score, wallet balance, pre-approved loan amounts and more — no Social Security Number required.
Benefits
LeadFi At a Glance
Qualify Smarter, Sell Faster
Data-Driven Decision Making
Make informed decisions based on each lead’s financial health and readiness.
Filter Out Unqualified Leads
We segment out NQLs but also help reroute NQLs to low ticket offers to help liquidate marketing costs or ad spend.
Streamlined Sales Process
Save valuable time and resources through enhanced lead prioritization.
Increased Conversion Rates
Boost conversion rates by nurturing high-potential prospects.
Improved Customer Satisfaction
Craft a personalized experience for each lead by focusing on their unique needs.
Scalability & Growth
Easily scale operations without compromising on lead quality or efficiency.
Our Approach
Streamline Sales with LeadFi’s Data-Driven Approach
Visualize the Power of LeadFi: A Step-by-Step Breakdown of Our Proven Process
How it works
Behind the Scenes: The LeadFi Process
Discover How Our Innovative Technology Streamlines Your Sales Process and Drives Results
Seamless CRM Integration
- Connect your existing CRM platform (e.g., GoHighLevel and Close.io) with LeadFi using our simple API integration.
- Customize LeadFi’s settings to align with your specific lead qualification criteria and sales process workflows.
Real-Time Data Collection
- This includes estimated credit scores, wallet balances, available credit, etc. without requiring a Social Security Number.
- LeadFi adheres to strict data privacy and security standards, ensuring your customer information is protected.
Advanced Financial Evaluation
- LeadFi’s proprietary engine analyzes the collected data to assess each lead’s financial viability.
- This includes factors like credit history, income stability, and debt-to-income ratio.
Intelligent Lead Routing and Prioritization
- Based on the financial assessment, LeadFi automatically routes leads to the appropriate sales team or follow-up sequence.
- High-potential leads with strong buying power are prioritized, ensuring your sales team focuses on the most promising opportunities.
- Automatically filter out and route unqualified leads to low ticket offers to help liquidate marketing costs or ad spend.
Optimize Ad Campaigns
- Use sales-qualified lead data to create better audiences on Meta and Google, enhancing targeting precision.
- Increase ROI by boosting the number of sales-qualified leads generated from ad spend, ensuring higher efficiency in your marketing campaigns.
Why us
The Ultimate Alternative to Outdated Lead Qualification
Embrace the future of lead qualification with LeadFi.
Other Tools
Subjective Judgment and Guesswork
Wasted Time on Unqualified Leads
Inefficient Sales
Poor ROI
LeadFi
Accurate Data-Driven Assessment
Automated Lead Routing and more
Efficient and Streamlined Sales
High ROI
Who’s it for
Designed for Those Who Demand Results
The Ideal Solution for Businesses Seeking to Optimize Lead Generation, Enhance Sales Efficiency, and Drive Revenue Growth.
LeadFi is the perfect solution for:
✦ Business Owners offering high-ticket products and services
✦ High-Ticket Sales Teams seeking to optimize their pipeline
✦ Marketing Agencies aiming to deliver exceptional ROI for clients
If you’re involved in any of the following:
✦ Lead Generation Funnels Real Estate, Insurance, Financial Services
✦ Webinars or Video Sales Letters promoting High-ticket products
✦ E-Commerce Sites selling premium products or services
Unlock Your Sales Potential Today!
Start qualifying leads with confidence, and drive higher revenue.
Let’s Talk
Let’s Connect and Drive Your Business Forward!
Getting started with LeadFi is simple. Schedule a consultation with our team, and we’ll guide you through the entire process.
FAQ
Still Unsure? We’ve Got You Covered!
What is LeadFi?
LeadFi is a service that helps businesses assess the financial viability of leads in real-time. It provides insights like credit score, available credit, and pre-approval for unsecured loans, without needing a Social Security number. This allows businesses to focus on leads most likely to convert.
What is LeadFi for?
LeadFi is ideal for businesses that sell high-ticket products or services and rely on consistent lead generation. This includes online coaches, consultants, course creators, and service-based businesses.
Does LeadFi impact a lead's credit score?
No, LeadFi uses soft credit checks that don’t affect a lead’s credit score.
Is LeadFi's data collection process legal and compliant?
Yes, LeadFi’s data collection process is legal and compliant with relevant regulations. We only collect necessary financial data to provide accurate assessments and avoid unnecessary information gathering.
Is LeadFi compliant with data privacy laws like GDPR and CCPA?
Yes, LeadFi is designed to comply with data privacy laws such as GDPR and CCPA. We provide clear privacy policies and offer users the option to access, correct, or delete their personal information.
How can I start using LeadFi?
Schedule a consultation with the LeadFi team. They will guide you through the CRM integration process, provide training, and help you start qualifying leads more efficiently.
Can I integrate LeadFi with other financial tools I use?
LeadFi can be integrated with popular CRM platforms and other financial tools to streamline your workflow and provide a more comprehensive view of your financial data.