Tips from the New Business Team on how to convert

Our New Business Team has gathered their tried and tested top tips to help you win jobs.

Have a good tone and pitch

Having an enthusiastic tone and sales pitch on the phone will help to convert jobs. Make sure you speak clearly in all verbal communication and send a clear and consistent message in all emails.

Make your calls and emails personal

From our experience on the phone, using a first-name basis with the customer helps to gain trust. Offer your first name as well when introducing yourself to add a personal touch. The customer will begin to feel more comfortable and more likely to trust you.

Follow our ‘life of a perfect lead’

Our ‘life of a lead’ piece details what you should do on a step-by-step basis to increase your chance of winning the job. It shares insightful tips from the new business team to maximise profit. These steps have been tried and tested with partners who have seen success.

Keep all communication consistent

Make sure your email communication is consistent with what you’ve discussed on the phone. It’s also important to mention Compare My Move in all contact with the customer so they know how you got their details.

Contact every lead

Contact every lead by phone and email for a higher chance of winning jobs and increasing conversion rate. If you don’t get a response, send a follow-up email and a voicemail where you detail a quote for the job to help grab the customer’s attention. It’s also worth ringing the lead at the same time it came in, if appropriate.

Contact at a good time for you

We always say you should contact the customer at an appropriate hour, but it’s important that the time is right for you too. This means you’re not rushing your call and have fewer distractions. You’ll sound more professional and increase your chance of winning the lead.

Build rapport with the customer

Gaining common ground with the customer will help to personalise their experience with you. This increases your chances of getting picked for the job as the customer will appreciate you learning about them and their move.

Face objections head on

Facing issues head-on instead of avoiding them will give you a better chance of winning the job. If there is an issue such as price, explain how your company stands out against others. You can justify your quote by offering a high-quality service.

Understand date supplied can change

Don’t prejudge the lead by the job date as the date needs to be discussed with the customer. Sometimes customers put dates that are likely to change. By not dismissing this and talking to the customer about dates, you’ll have a better chance of increasing your conversion rate.

Introduce yourself and your company

Introduce yourself and your company name on the phone and on emails so the customer will know immediately what the call is about. This makes them more likely to stay on the phone or respond to an email instead of marking it as junk.


Follow these top tips to increase your chance of winning jobs and maximise your profit. Get in touch with the Partner Support Team for any help with your account.

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We've been working hard to launch an app that gives you more control over your partnership with us. Discover a new way to manage your account with our Lead Manager App! You can download this for Apple and Android by clicking below.

The 'life of a perfect lead'

We've worked hard to create 'the life of a perfect lead' so you can win more jobs and increase your conversion rate.

View life of a lead