In order to match with a lead, you will need to send an email or text message introducing yourself. This is your opportunity to make a great first impression. Remember: first impressions last. This message will set the tone for the rest of your relationship with your lead. A great first impression will lead to:

• More leads closed
• Fewer clients ghosting you
• A strong, positive kick-off – leads to faster conversion
• A strong bond of trust between you and your clients – leads to fewer issues down the line. Any issue that do arise will be easier to resolve

When you claim a lead, you will see we have pre-populated a template as a starting point for you to use.

Read this template carefully. While it covers all bases, it is generic and contains some steps which may be unnecessary or inappropriate at the time of matching. Additionally, there may be things you need to ask that are missing. I.e. while the template is a great starting point and shows you the shape of what your message might look like, we do not recommend using the template without tailoring it to your specific needs.

To the left of your matching message draft, you will see the lead's request. Use the information here as your guide whileyou craft your matching message. Additionally, ask yourself the following questions:

• Have I introduced myself and explained why I am a great fit for the client's request? Remember: your lead doesn't know you yet and doesn't know what you are capable of.
• Have I carefully read the client's request and answered any questions that immediately need answering? Attention to detail and a personalized response will build trust.
• Have I given the client clear next steps? Does your message let the client know what you will be doing next to kick off their project? Note: arranging a meeting or jumping on a call with your client is always the best way to truly understand your client's needs and close more leads faster.
• Have I used every opportunity to build trust with the client? Will your lead feel excited and confident that they have matched with you?

Pay attention to things you may need to leave out of your first message, too. For example, the template mentions asking for partner access. While this is sometimes appropriate to include in your first message, often this may not be appropriate. It may be better to build trust with the client first and understand more about their needs and communication style before asking this.

Additionally, we do not recommend stating prices as part of your matching message. It is better to focus first on introducing yourself, building trust, and setting out next steps at first.