Advisor guide: Executing the third-party lead gen outreach sequence

About This Campaign

This sequence is designed for prospects entering the pipeline from SmartAsset or third-party lead generation programs.

• Who this prospect is: Purchased third-party leads matched with Farther advisors.
• Trust level at entry: Low. SmartAsset prospects are often matched with multiple advisors simultaneously, making speed to first contact critical.
• Enrollment: Automatic. The sequence auto-fires on lead receipt within 5 minutes of contact creation when Lead Source = SmartAsset or WiserAdvisor.
• Length: 14 days · 5 emails · 3 call tasks.

Before You Enroll

• Deal Ownership Requirement: You are the deal owner — emails send strictly from whoever enrolls the contact. Do not ask an admin or team member to enroll on your behalf.
• Advisor Prerequisites: Ensure your HubSpot profile is fully completed with your first name, last name, email address, and scheduling link ( or advisor_scheduling_link for Calendly users).

• Document Flag: The template reference to a "Hi there" fallback is not documented in the source PDF. Verify that contact personalization tokens (there) are correctly populated before enrollment.

The Sequence

Document Flag: The PDF explicitly states that a fixed time-of-day send window (e.g., 8:00–11:00 AM) is "Not applicable here" for this sequence. Email 1 fires immediately upon lead receipt to maximize speed to lead.

Call Guidance

Opening

Every call attempt uses the same universal opening:

Introduce yourself and ask: "Do you have a few seconds? / Is now a good time?"

• If they say no: Ask "When would be better?" and schedule a callback. If still unavailable: "Okay, I will try you again later this afternoon / Are you better in the mornings or afternoons to try again."

Connecting Questions by Call

• Call 1 (Day 0–1): "I saw your match come through from [SmartAsset]. What prompted you to start looking for an advisor right now?"
• Call 2 (Day 3–4): "Is now a good time? / Do you have two minutes? ... there, I wanted to reach out directly. I'm curious what made you start thinking about getting a financial advisor right now?"
• Call 3 (Day 7): "Is now a good time? / Do you have a few minutes? ... I'm glad you have a moment. I'm curious what made you start thinking about getting a financial advisor right now?"

Voicemail

• Call 1: First call = NO VOICEMAIL.
• Call 2 & Call 3: Leave a voicemail on second and third attempts.

  "Hi there, it's [advisor] from Farther give me a call when you get a chance. [number]. Thank you"

What to Expect

Speed to first contact is a meaningful differentiator for purchased leads. Because third-party prospects enter with low trust, completing same-day outreach establishes immediate momentum.

Document Flag: Specific percentage benchmarks (e.g., Booking/Reply rate tables) are not documented in the PDF for third-party leads.

After the Sequence

• Meeting Booked: Sequence stops automatically when the contact books via the scheduling link. Advance the deal stage to "Discovery Meeting Booked" and transition the contact to the Prospect Follow-Up Sequence (Module 1).
• No Response After Day 14: Advance the deal stage to "Not Yet Ready" and enroll the contact in the 180-Day Not Yet Ready Nurture.
• Contact Asked to Stop: Update the deal stage to Closed Lost and check Do Not Contact on the contact record.

How to Measure

When a meeting is booked, regardless of how it occurs, you must advance the deal stage to "Discovery Meeting Booked". This stage serves as the required tracking metric across all lead opportunities.

Troubleshooting

Related Assets

• How to Enroll a Contact in a HubSpot Email Sequence