Stock brokers · Lead generation
The account that opens and never trades was never a lead.
Lead generation for a broking firm is the enquiry that becomes a funded, active account rather than a KYC file in the back office. GullySales builds the routes an investor arrives by, the questions that qualify them, and the first-weeks routine that gets a new account used.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What lead generation means
Lead generation is the combined work of every channel that brings in a new enquiry, whether from search, adverts, referrals or a stall at an exhibition. GullySales runs these channels together and reports the number of enquiries each one produced, not the activity behind it.
Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.
For stock brokers
Where it usually goes wrong, and what we would do.
“One referral from a CA beats twenty web forms”
A chartered accountant sending a client with capital gains records or physical shares has already done the trust work. Building that relationship is a sales job, not a campaign.
“A caller asking for tips should be turned away early”
Better to lose that enquiry on the first call than to open an account that ends in a grievance. The qualifying question belongs at the start, not after KYC.
“Most enquiries arrive with a document problem”
A death certificate and a share certificate, a transmission form, an unclaimed dividend. Whoever answers that clearly tends to get the whole family's portfolio.
“The walk-in is the strongest lead you will get”
Somebody who drives to a branch has already decided against an app. Your counter should know that and treat the visit accordingly.
What we do
What we deliver for stock brokers.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
One record for every enquiry, whichever door it came through
Walk-ins, calls, web forms, CA referrals and authorised person introductions logged in the same place, with the reason for contact written down.
Result: The firm can see where its clients actually come from.
Qualifying questions agreed with compliance
A short set of questions at first contact covering what the investor wants, their experience and whether the firm suits them, with the tip seeker declined politely.
Result: Wrong-fit accounts stop being opened.
KYC chased through to a funded account
A follow-up routine across the days after an application covering documents, funding and the first login, rather than leaving it with the back office.
Result: Applications finish instead of expiring.
A first-weeks routine for every new client
Calls and messages over the opening weeks covering the platform, the risk disclosures and who to ring when an order fails.
Result: Fewer new accounts go quiet before they are used.
A referral arrangement with CAs and estate lawyers
A named list of professionals whose clients hit capital gains, transmission and succession, with the material and a routine for staying in touch.
Result: Warm introductions keep arriving without media spend.
Reporting from enquiry to first order
Enquiries by source, applications started, accounts funded and first orders placed, reported against the opening figures.
Result: You see which source brings clients who actually trade.
How the result is measured
- Enquiries generated
- Cost per enquiry
- Enquiries by source
Recorded as a baseline before work starts, so every later report has an honest comparison.
Where enquiries come from
Where a new investor reaches a broking firm, and what to record before account opening starts.
- A referral from a CA or lawyer
- Record the referrer, the investor, and the reason for the introduction. Thank the referrer and tell him whether the account opened. Check your own compliance rules on any referral arrangement.
- A walk-in at the branch
- Take name, number, and what the investor wants to do. Do not discuss expected returns. Book the KYC appointment and note which staff member met him.
- A family member of an existing client
- Record the existing client and the relationship. A son or spouse may use another broker's app, so ask what they use now and what they find missing.
- An enquiry through the website or account-opening form
- Tag the page and the form. Call to confirm the person and the documents, and log where the file stops, since an unfinished KYC is a lead that has not yet failed.
- A seminar or investor-education attendee
- Note the session, the questions asked and the follow-up promised. Keep education and promotion separate, and check your compliance team's rules before sending anything afterwards.
- An authorised person's own contacts
- Record whose lead it is, and which entity opened the account. Agree who owns the client relationship in writing before the first enquiry arrives.
Who it is for
This is written for these stock brokers.
- Full-service regional stock broking firms
- Authorised persons attached to a larger broker
- Depository participants offering demat services
- Commodity and currency derivatives brokers
- Brokers focused on HNI and family portfolios
- Brokers serving traders in wholesale and commodity markets
- Firms combining broking with mutual fund distribution
- Brokers with branch networks in smaller towns
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the lead generation work runs
- 1
Understand your capacity
We agree how many enquiries your sales team can actually handle well, so the system is not built to overwhelm it.
- 2
Audit current sources
We check what already brings in enquiries today, even informally, before adding anything new.
- 3
Strategise the channel mix
Content, search and paid channels are chosen based on where your buyers already look.
- 4
Implement capture and follow-up
Pages, forms and a follow-up process are built and connected end to end.
- 5
Measure and optimise
We track enquiry volume and quality and adjust the channel mix to match.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Why do so many of our accounts open and then go dormant?
Should authorised persons find their own clients?
Can we buy lists of investor phone numbers?
Whose lead is it when the branch and an authorised person both contacted the investor?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for stock brokers
Everything else we would do for you.
Or start from the overview: sales and marketing for stock brokers.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.