Understanding Lead Types

Know exactly what to expect from each lead classification

📋 Standard Lead

A qualified prospect who has shown interest in annuity information.

What to expect:

Basic contact information provided
General interest in annuity products
May need education about options
Conversion rate: 10-20%

🔥 Ready Buyer Lead

High-intent prospects ready to make a decision soon.

What to expect:

Decision timeline: Immediately to This Week
Specific annuity type interest
Investment amount defined
Expecting immediate consultation
Conversion rate: 50-80%

⚡ Action Required: Contact within 24 hours with rates ready

🤔 Comparing Lead

Actively comparing options and gathering information.

What to expect:

Decision timeline: This Month to Next 3 Months
Looking for comprehensive comparisons
May contact multiple agents
Wants detailed information first
Conversion rate: 25-45%

📊 Action Required: Send comparison guide, follow up in 2-3 days

🔍 Researcher Lead

Early-stage prospect gathering educational information.

What to expect:

Decision timeline: Just Researching
NOT expecting sales calls
Wants educational content
May be months from decision
Conversion rate: 5-15%

⚠️ Warning: They expect information, not sales pressure

💰 Rate Shopper Lead

Specifically looking for rate comparisons and quotes.

What to expect:

Clicked on rate-specific offers
Expects rate tables or calculators
Price-sensitive decision maker
May shop multiple providers
Conversion rate: 20-40%

📈 Action Required: Lead with rates, then discuss benefits

Why Lead Types Matter

Understanding lead intent helps you approach each prospect appropriately, reducing disappointment and increasing conversion rates.

✅ Do:

Match your approach to their timeline
Provide what they're expecting first
Build trust before selling

❌ Don't:

Push researchers for immediate decisions
Skip sending rates to rate shoppers
Treat all leads the same way

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Questions about lead types? Contact us at support@annuitywhale.com