Your Marketing Dude

How to Win Clients Your Competitors Don’t Know Exist with Jan Roos


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Most businesses think they need more leads. They’re wrong. You’re already getting leads. People are calling, filling out forms, shooting you a DM. The problem isn’t that nobody knows you exist. The problem is what happens after they reach out. Somewhere between “I’m interested” and “I’m a client,” the ball gets dropped. Nobody called back fast enough. The follow-up stopped after one email. The intake process was so clunky it felt like applying for a mortgage. That’s the real leak. And until you fix it, spending more on ads is just pouring water into a bucket with holes in the bottom. That’s what Jan Roos breaks down in this week’s episode of Your Marketing Dude. Who Is Jan Roos? Jan isn’t a theory guy. He’s managed over $10 million in ad spend working with some of the top personal injury law firms in the country and founded CaseFuel to help businesses stop bleeding revenue out of their own pipelines. His book Beyond Intake is the playbook for turning your intake process into a growth machine. In this conversation he gets specific in a way most business owners never do. The Problem Nobody Wants to Own When numbers are down, the first thing people blame is marketing. The leads are garbage. The platform changed. The algorithm is broken. But Jan has been inside hundreds of businesses. And almost every time, the leads weren’t the problem. What happened to those leads after they showed up was the problem. Missed calls. Emails that sat for two days. A voicemail nobody checks. One follow-up email and then nothing. That’s not a marketing failure. That’s an operations failure. And you can’t out-spend an operations problem. The Clients Your Competitors Already Gave Up On Every day your competitors are running ads, posting content, fighting for the same pool of people who are actively looking right now. But there’s another pool they’re completely ignoring. The person who reached out six weeks ago and never heard back. The inquiry that came in Saturday and got a reply Tuesday. The prospect who said “I need to think about it” and was never followed up with again. Those people are yours for the taking. Your competitors already wrote them off. Jan calls it the hidden opportunity in your pipeline. You don’t need new leads to go after it. You need to actually work what you already have. How Fast You Respond Is a Bigger Deal Than You Think This one makes people uncomfortable because it’s so fixable and so ignored. The first business to respond to a new inquiry wins the client most of the time. Not first in a few hours. First in minutes. Someone fills out your contact form at 2pm and you call them back at 5pm? You’re not getting that client. The person who called at 2:05pm already has them. When you respond fast, you’re telling the prospect something: I take this seriously. Your time matters to me. You made the right call. When you’re slow, you’re sending the opposite message whether you mean to or not. Intake Is Not Marketing. And That’s the Whole Point. A lot of business owners blur these two things together. They’re not the same. Marketing gets someone to raise their hand. Intake is everything that happens after that. The first call. The form they fill out. The consultation. The emails back and forth. The whole process of getting someone from curious to signed. Most businesses have invested a ton in marketing. Nice website, paid ads, social content. And then a prospect calls, gets bounced around, sits on hold, and quietly moves on. The marketing worked. Intake blew it. Jan’s entire framework is about fixing that gap. Because once intake works, the math gets really interesting. You can double your revenue off the leads you’re already getting. You just have to stop losing the ones you paid good money to bring in. Follow-Up Is Where the Money Is Hiding Most deals need five or more touchpoints before someone signs. Most businesses quit after one or two. That gap is enormous. And it’s not because prospects aren’t interested. It’s because life is busy and they moved on. They’re still interested. They just forgot about you because you stopped showing up. Good follow-up isn’t pushy or annoying. It’s just being consistent. A check-in. Something useful. A quick message to see if they got their question answered. That’s it. The businesses Jan works with that build a real follow-up process see their conversion rate jump without spending another dollar on marketing. Systems Beat Hustle Every Time The fastest-growing businesses Jan works with aren’t necessarily the biggest spenders or the loudest brands. They’re the ones who built real systems around their leads. When you have a system, you always know where leads are. You know how many are converting at each step. You can see exactly where things are falling apart and actually do something about it. Without a system, you’re guessing. And guessing keeps you stuck. Jan talks about using actual data to find the weak spots in your funnel. Not gut feel. Real numbers. Because you can’t fix what you don’t track. So What Do You Actually Do With This? Stop blaming marketing for an intake problem. Look at your response time. Look at your follow-up process. Count how many touches you’re actually making before you give up on a lead. I’d bet money you’re sitting on more revenue than you realize, and it’s not coming from new prospects. It’s coming from the people already in your pipeline who just needed someone to actually show up. Listen to this episode, then go look at your own process honestly. You’ll find something worth fixing. 👉 Listen to the full episode here (embed your player above) Get Jan’s book: Beyond Intake Connect with CaseFuel: casefuel.com KEY TAKEAWAYS TIMESTAMPS 0:00  Why visibility matters but isn’t the whole answer 1:10  Introduction to Jan Roos and CaseFuel 2:30  Why chasing more leads is the wrong move 4:05 

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