5 Successful Lead Pilot Ambassador Initiatives that Drive Engagement

The Lead Pilot ambassador program is in full swing and our ambassadors are absolutely killing it. Since we debuted the program in early May we’ve seen some really incredible and creative ways ambassadors are promoting their unique URLs to get more sign-ups and cash in their pockets. Today we’re sharing five ideas from actual Lead Pilot ambassadors on how to score referrals. But first – let’s take a look at what the Lead Pilot ambassador program is.

Lead Pilot Ambassador Program Overview

Who Can Be an Ambassador?

The short answer: Anyone! A consultant? Influencer? A customer’s brother’s best friend’s uncle? Whoever you may be,
we appreciate you spreading the love and we want to reward you.

How Does the Program Work?

Do you know someone who would benefit from using Lead Pilot? If so, then just share your unique link with them, and if they convert to an active paid account, you will earn 12% of the net sales!

What are the Benefits?

As an ambassador you get:

  • A unique referral tracking code that you can share via social media, email, virtually anywhere!
  • Your own dashboard to track the status of all referrals and payouts
  • Sneak peeks at platform enhancements and the inside scoop about what’s to come
  • Electronic fast and secure payouts

Ready to Start Making Money Now?

Register today to join the Lead Pilot ambassador program

Get Started or Learn More

5 Examples From Lead Pilot Ambassadors that Drive Engagement

Idea #1: Include Your URL in an Email Newsletter

One of our Lead Pilot ambassadors recently sent out a newsletter with a callout section for Lead Pilot. It succinctly highlighted the key capabilities of the platform with a call-to-action button for recipients to learn more which takes them to their unique URL.

They included a call out for Lead Pilot along with the rest of their newsletter under a special “Content Marketing” section. By including a graphic with the Lead Pilot logo and a “Learn More Here!” button kicks it up a notch and entices their subscribers. They then briefly summarize exactly what Lead Plot can do advisory businesses at a high level. Weaving in information about Lead Pilot into your existing monthly newsletters is a great way to supercharge your sign-ups.

Idea #2: Write a Review Blog Post

The Advisor Coach did an entire blog post that was a candid review of the Lead Pilot platform. They shared an honest review with financial professionals and tastefully included a coupon code and link to register at the bottom and top of the blog post.

The Advisor Coach Lead Pilot blog review

What we really love about this style of promotion is the longer-form format of a blog post enables readers to get into the nitty-gritty detail and they break down their post into key focus areas or sections making it easy for visitors to find the information they’re looking for, including:

  • Lead Scoring
  • Content Library
  • Social Media Scheduler
  • Analytics
  • Email Marketing
  • Landing Pages
  • Integration
  • Pricing
  • Customer Support
  • Case Studies with Results

Going into this much detail really answers some of the top questions financial professionals typically ask before deciding to use the Lead Pilot platform and enables them to get a feel for what to expect when they use the tool. Lastly, at the bottom of the blog they include their unique link to sign-up along with an image of exactly what it actually looks like when someone signs up so that there are no surprises.

Lead Pilot reviews

But the promotion didn’t end there. Once the blog post was published, James Pollard promoted it on his LinkedIn profile in a truly engaging way and even includes a graphic to capture more attention from his followers and others scrolling through their LinkedIn feeds.

Idea #3: Address Lead Pilot in Active Forums

Forums in the financial industry are everywhere. The next time you find yourself in an active forum, there may be an opportunity to bring up Lead Pilot and include your unique link. If you are part of a forum having discussions about inbound marketing, marketing, lead generation, fintech or tech tools for financial professionals then these are all great opportunities to discuss Lead Pilot and it’s capabilities with a plug for your discount and unique URL for others to join.

Idea #4: Record a Loom or Zoom Video

With social distancing in full effect, tools like Loom and Zoom are great to leverage in a variety of ways. Having the ability to capture your screen, voice, and face and quickly share your content with a link is a tasteful, personal and efficient way to communicate your message. Consider recording with your audience that gives them an inside look of the Lead Pilot platform plus your honest review of the platform and how various features work as you walk through the ins and outs.

Pro tip: Make sure you include a call-to-action at the end of your video with your coupon code and unique link to register.

Pro tip #2: Give your recording legs – embed it in a blog post, repurpose it in an email and then post it in your social media channels.

Idea #5: Use Landing Pages

Landing pages are a great tool to increase lead generation and boost your following because they allow you to create individualized messages for a targeted niche. In some cases, we have seen ambassadors create dedicated landing pages for their audiences with their own take on Lead Pilot, how the platform works with a CTA to register like this example from Resilient Advisor.

lead pilot reviews


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About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.