They didn’t just google you.
Ask a new client how they found you and you might hear ‘Oh, my cousin recommended you’. But what did they actually do in between the conversation with their cousin and booking the meeting with you? Everything that happened in between is your shadow funnel. It’s the two-minutes of due diligence a prospect does that you probably don’t have much visibility of. Until now.
The studyHow do Australians discover and choose which finance professional they work with?Become a researcher
Free. Takes a minute set up. You have access to your own results, live.
The shadow funnel
What they say, against what they did
We ask people in their own words how they came across the professional they chose, before we show them any list. Then we show the list. The distance between those two answers is the part of your marketing nobody has ever been able to see or quantify.
What you get
Your own clients, against the national picture
You send your link to clients as you onboard them. They answer anonymously, in about three minutes. What comes back is yours.
Your shadow funnel, measured
The touchpoint with the widest gap between what your clients ticked and what they thought to mention. The thing working hardest for you that never shows up in a “how did you hear about us” answer.
Chosen, or handed over
How many of your clients looked at nobody else, and how many others the rest weighed you against. Two very different businesses, and most people can’t tell you which one they’re running.
Why the other one lost
What put your client off the professional they came closest to choosing instead. Nobody in this industry gets to see that, because nobody has thought to ask.
Become a researcher
Free, and you keep your own results
No cost and no catch. You collect responses from your own clients, you see your own numbers against everyone else’s, and the national findings go out under the study’s name with contributors credited.
You’re in.
This is your link. Send it to clients as you onboard them, while the whole thing is still fresh for them.
Why we’re the ones asking
We write for this industry, around how people choose
Social Broker builds content for mortgage brokers, financial advisers and accountants. Everything we write runs on the Decision Safety Map – three things a person needs before they’ll contact somebody about their money.
Reduce threat
Name what they’re worried about before they have to say it out loud. Nobody defends a fear they haven’t been accused of having.
Increase clarity
Say what happens next, in words they already use. Confusion reads as risk, and risk reads as a reason to keep scrolling.
Justify action
Give them the line they’ll repeat to their partner that night. People don’t choose alone, and they rarely choose on the spot.
Responses are anonymous. We don’t collect a respondent’s name, email or address, and nothing a client writes is passed back to the business they used. Your own column stays hidden until enough of your clients have answered for a percentage to mean anything. You can ask us to delete your researcher account and your link at any time.