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Van Line Leads

Two of the van line Sales & Marketing department’s main goals each year are to generate leads for our agent network and to help our agents generate their own leads. Through the use of the ad fund budget, the van line sets forth a number of initiatives each year in that interest. In addition, the regional sales directors gather information from the salespeople in our network on an ongoing basis to determine what new collateral, programs, and the like are needed to boost those efforts. 

HOW THEY COME IN

Ad Fund Budget

The ad fund budget determines the initiatives the van line takes on each year. It’s based on the previous year’s linehaul, consisting of 1 percent of every commercial order (COD and NAT) collected from agents in the previous year, plus matching funds from the van line. The ad fund pays for efforts from website development and search engine optimization to advertising co-op and software. 

 

The takeaway from the ad fund budget is that the better the network does in linehaul in a year, the more funds there are for marketing initiatives in the upcoming year.

DRIVING TRAFFIC WITH SEO

Another way the van line attracts leads is by funneling more eyeballs to each brand’s website. The more prospective customers we can get to visit the sites and learn about our company, the more likely we are to convert their interest into form fills or phone calls.

Our SEO vendor, Gemini Advanced Marketing Solutions, concentrates on optimizing key website pages for ever-evolving common, nonbranded search terms. They also focus on seizing opportunities to rank higher in search engines like Google based on factors like site speed.​

 

Leads can convert in multiple ways from the websites, including:

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SOURCING LEADS THROUGH GOOD OLD-FASHIONED PARTNERSHIPS & IN-PERSON EVENTS

NASMM Member & Educator

Todd Emrick has been the older adult ambassador for the van line, joining the associations as an affiliate member and forging relationships with the boards. He’s always looking to add value to NASMM and its members with educational opportunities such as packing training classes and rogue mover advice. Through the contacts Todd has built, in particular at NASMM, he’s been able to connect agents in the network with senior move managers in their areas, leading to interstate and local move opportunities. 

Erickson Senior Living

With network agents serving many senior living locations, Todd is the go-to for quality assurance for groups like Erickson Senior Living. The residences know Todd will be involved in the moves, so they are more likely to offer Wheaton | Bekins as a preferred mover to their incoming residents. 

The Marketing department recently completed a case study highlighting the van line’s relationship with Erickson Senior Living, which Wheaton | Bekins will disseminate to other vendors such as senior move managers and real estate agents to create new partnerships and generate leads. ​​​​​

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HOW YOU GET THEM

Once the van line has generated a new lead, the agent is informed and takes over by turning the lead into an  estimate. Depending on which initiative generated the lead, there are a few ways you could receive it.

Via Access

The vast majority of leads will come to agents through Access for those agents who have opted into the leads program. Access determines which agent of the appropriate brand is closest based on the customer’s zip code and marks the new lead for that agent.  

 

If you don’t know whether your agency is part of the leads program, look at your agency dashboard in Access. Click on Leads/Local Rates, and you’ll see Participating in green or Not Participating in red under Configuration. Any agent looking to change their status, change their leads radius, limit zip codes or change the type of delivery for their agency should reach out to Justin Swing.  

 

Agents who have subscribed to lead notifications receive an alert when their company has a new lead attributed to it. If you have not subscribed to leads notifications, now is a great time to do so. In Access, go to Add Subscription and choose Lead Offered as the Event. Contact AccessHelp with questions. 

From Your RSD or Todd Emrick

A few marketing initiatives necessitate the lead coming in through a different source that is not hooked up to Access. Previous customer leads from the e-newsletter come to a specific form so that marketing knows to send those former customers a care package. All RSDs are included in the notification of those leads, so if yours is the closest agency, you’ll get an email from your RSD with the lead information. Leads that come in through partnerships are often phone calls to Todd from NASMM members or directly from places such as Erickson Senior Living, so you’ll get an email or phone call from Todd to make you aware of those opportunities.  

 

In addition to proximity, the RSDs and Todd will consider the quality of nearby agents and Silver Certification status to keep the best relationship with those partners. A previous edition of the workbook includes steps to improving quality, and you can email your RSD or Todd to get started with Silver Certification; note that once you start the certification training, you have a limited amount of time for five members of your agency team to complete their courses. 

 

Make sure Todd and your RSD know the best person in your office to receive those leads to mitigate waiting time to respond to the lead. 

BONUS: REPLICATE THE VAN LINE LEADS PROGRAM ON YOUR WEBSITE

Read and perform the Marketing Check-Up exercise. It will allow you to drive more traffic to your website and convert that traffic into leads. No matter how basic or advanced your marketing practices are, the exercise will help you go a step further to expand your program.

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