What a finance support lead contains
Every answer comes from the person, on the form, in their own words where it matters. We check the phone number is live and the postcode is in your area, then your WhatsApp or SMS follow-up keeps in touch until your adviser calls.
Jade Walker
Wolverhampton · WV10
Need
- Looking for
- Help with debts
- In their words
- “Struggling since my hours were cut”
Situation
- Owed to
- Credit cards and a loan
- Creditors
- 3–5
- Total owed
- In your range
- Payments
- Behind on some
Household
- Postcode
- WV10 9•• · in your area
- Housing
- Renting
- Employment
- Employed, hours reduced
Contact & consent
- Phone
- 07700 9•• •••
- j.walker@•••.co.uk
- Prefers
- WhatsApp, evenings
- Consent
- Given 20:31, naming you
What they’re asking for
The help they want, in their words.
- The help they asked for
- What prompted it, in their words
Their situation
The basics your adviser asks first, and nothing more.
- Types of debt
- Number of creditors
- Total owed, as a bandTheir estimate
- Whether they’re behind
Their household
Where they live, and their work.
- PostcodeChecked against your area
- Renting or owner-occupier
- Employment
Contact and consent
How to reach them, and proof they asked to hear from you.
- Phone numberChecked live
- Preferred contact method
- Consent recordWording and time stored
Every lead
- Sold once, to you
- Invalid numbers come back, with no time limit
Never sent
- Outside your area
- Outside your criteria
- Business debts
- Under 18
- Duplicates
- No consent
From ad to your adviser
Jade’s evening, from seeing your ad to landing in your CRM. When she asks if her debts can be written off, your brand’s WhatsApp is straight with her and leaves the options to your adviser.
- 01 · Reach20:14
Sees your ad
Meta and Google campaigns in your name. Ads and pages go live only once you’ve approved them, say what the help is, and never promise a write-off.
- 02 · Personalise20:31
Fills in a page made for her
Each audience lands on its own page, written for what they’re dealing with.
- 03 · Follow up20:31
Hears from you on WhatsApp
We build your WhatsApp follow-up, on your number and to a script you approve: it answers plainly, never pushes, and agrees a time to call. Prefer text? We’ll build free SMS follow-up with a personalised link instead.
- 04 · Deliver20:35
Lands in your CRM
Exclusive to you, in your CRM or POCKLA Desk, with everything she’s said so far.
Example brand · Wendmoor Money Help stands in for yours
Example WhatsApp conversation between Wendmoor Money Help and a customer:
- Wendmoor Money Help: Hi Jade, it’s Wendmoor Money Help. Thanks for getting in touch. Asking for help is a good first step.
- Wendmoor Money Help: One of our advisers will call to talk things through, with no pressure to decide anything. When suits you best? (Reply options: Morning, Afternoon, Evening)
- Customer: can you get my debts written off?
- Wendmoor Money Help: We’d rather be straight with you: no one can promise that before looking at your situation. Your adviser will go through your options on the call. Free debt advice is available too, if you’d prefer.
- Wendmoor Money Help: Still happy for us to call? (Reply options: Yes, tomorrow, Not right now)
- Customer: Yes, tomorrow
- Wendmoor Money Help: Thanks Jade, we’ll call tomorrow evening. Reply STOP if you change your mind.
See what happens to every lead
Free call analytics on calls made from Desk, so you can judge lead quality from what was actually said and help your advisers get better. No CRM? Work your leads in Desk.
Jade WalkerWolverhampton · WV10
Follow-up booked · Wed 14 Oct, 18:22 · 11:05 at your desk
What happened
Jade rents in Wolverhampton, and her hours were cut in the summer. She’s behind on two credit cards; the loan is up to date, and there’s a catalogue account her form didn’t mention. She asked whether her debts could be written off, and Sam explained it depends on her situation. She said the letters were getting to her, and booked a follow-up for Friday with her statements to hand.
“I just want the letters to stop.”Customer, 7:11
Could this have gone better?
About Jade
What Jade told your adviser, against her form.
- Looking for
- Help with debts , then on the call: Help with debts, wants a plan 0:18
- Work
- Employed , then on the call: Employed, hours cut in the summer 0:24
- Payments
- Behind on some , then on the call: Behind on two cards, loan up to date 2:20
- Owed to
- Credit cards and a loan , then on the call: Cards, a loan and a catalogue account (not what the form had) 2:56
- Worry
- Letters arriving every week 7:11
- Outcome
- Follow-up booked
- Your CRM
- Follow-up booked
- At your desk
- 11:05
- Ring
- 9 seconds
- Line
- Desk line
- Your rep
- Sam
- Record
- Delivered 20:35
Ref fin-3306 · Revision 1 · 14 Oct, 18:31
Example call · invented customer and adviser
Lead quality
Judged from the call
If a lead was poor, the call shows why. If a good one slipped, you’ll see that too.
Coaching
Better calls from your advisers
What worked, what to try and what to ask next time, on every call made from Desk.
Returns
Bad numbers come back
Invalid numbers are returned, with no time limit.
No CRM?
Work your leads in Desk
Call from Desk on our line, log the outcome and set callbacks.
What do finance support leads cost?
Between £40 and £100 per qualified web lead. That’s an indicative range, not a quote: where you land depends on the programme, your criteria and the volume you want, and your exact price is agreed on a call.
Indicative price per qualified web lead
Not a quote · agreed on a call
- The programme
- Help with debts, arrears and money each cost differently to reach.
- Your criteria
- The tighter the fit you ask for, the more each lead costs.
- Your area
- National or regional. Some areas are busier, or harder to reach, than others.
- Volume
- Steady, larger volumes bring the price per lead down.
Qualified web lead
Someone who matches your criteria and agreed to be introduced to you, sent to your CRM or Desk as soon as they qualify.
- Exclusive to you
- Invalid numbers returned, no time limit
- WhatsApp or SMS follow-up, built for you
We do live transfers
The person is put through to your advisers while they’re still on the line.
- Your criteria agreed before launch
- Priced for your area and volume
Included with every lead
- Exclusive to you
- Invalid numbers returned, no time limit
- WhatsApp or SMS follow-up, built for you
- Call analytics in Desk
- Any CRM, or POCKLA Desk
Introductions that stand up to scrutiny
We introduce and you advise. Honest ads, clear consent and checked permissions protect the people we reach, and the leads you buy.
Consent
Consent that names you
Everyone agrees to be introduced to you by name, and to how you’ll contact them. The wording and the time stay with the lead.
Consent record
- Agreed
- 20:31:09
- Wording
- As shown on the form
- Names
- Wendmoor Money Help
Advertising
Ads that say what the help is
No promises to write off debt, no pressure, and a clear line that free debt advice is available. Ads run in your name once you’ve approved them, and your follow-up scripts are yours to approve too.
Write off up to 80% of your debt today
Talk to an adviser about your debts
Buyers
Permissions checked before launch
We only introduce to firms with the FCA permissions for the work they do, and check the register before a campaign goes live.
Data
Shared with you, and only you
Each lead goes to the firm named in its consent, handled under UK GDPR, and carries only what your adviser needs.
Who sees this lead
- Shared with
- Wendmoor Money Help
- Sold
- Once
How to choose a finance lead supplier
Six questions worth asking anyone who sells you finance support leads, and how we answer them.
01Who generated the lead, and has anyone else bought it?
We did, from campaigns in your name. It’s sold once, to you.
02What did the ads promise?
Nothing they can’t keep. No write-offs, no pressure, and you approve every ad before it runs.
03Was the person steered towards a solution?
No. The follow-up we build for you agrees a time to call and leaves the options to your advisers.
04What was checked, and how?
The phone number is checked live and the postcode against your area. Everything else is the person’s own answer on the form.
05Can you see what happened after delivery?
Yes. Every lead’s status comes back to you, and calls made from Desk get free call analytics.
06What happens to a bad number?
Invalid numbers are returned, with no time limit.
How much do finance support leads cost?
Between £40 and £100 per qualified web lead. That’s an indicative range, not a quote. Where you land depends on the programme, your criteria and the volume you want. Your exact price is agreed on a call.
What kinds of finance support leads do you generate?
People asking for help with debts, with bills in arrears, or with getting on top of their money. Each programme runs to your criteria, and to the work your permissions cover.
Do you recommend debt solutions?
No. We introduce people to your team and never recommend a solution. That’s for your advisers, once they understand the person’s situation.
Is POCKLA FCA authorised?
No. We work as an introducer: we pass on people who’ve asked for help, only to firms with the FCA permissions for the work, and we don’t give advice. The follow-up we build for you agrees a time to call, and nothing more.
Are your leads exclusive?
Yes. Every lead is sold once, to one firm.
What happens if a lead’s number is invalid?
It’s returned, with no time limit.
Can leads go into my CRM?
Yes, into any CRM. If you don’t have one, you can work your leads in POCKLA Desk instead.
Do you do live transfers?
Yes. The person is put through to your advisers while they’re still on the line. Live transfers are priced on your criteria.
Who runs the WhatsApp follow-up?
You do. We build it for you, on your number and to a script you approve, and it runs in your name. It answers plainly, never pushes, and agrees a time to call. Prefer text? We’ll build free SMS follow-up with a personalised link instead.
Start with a call
Tell us the help you offer, the people you work with and how your advisers work leads. We’ll show you what a lead would look like for you, and what it would cost.
01
A call
We talk through your programmes, your criteria and how you work leads today.
02
Agree the details
Your criteria, the ads and follow-up messages you’ll approve, and where leads go: your CRM or Desk.
03
Go live
Once you’ve approved the ads and we’ve checked the FCA register, campaigns launch and leads start arriving, exclusive to you.