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.
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.
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 each month 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, then reported every month against it.
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
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first monthly report.
No open-ended retainer. Each step has a point in time and something you receive.
01 · Day 1
Free audit call
45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
02 · Within a few working days
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.
03 · Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.
04 · Month 1
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
05 · Every month
Report against the baseline
What moved, what did not, and what changes next, in plain words.
06 · Month 3 to 6
Renew on the numbers
The term ends and you decide whether to continue from the results. No twelve-month lock.
How the work runs for stock brokers
- 1
Assess
We look at account opening, activation and dormancy numbers, branch and authorised person activity, and how content moves through compliance.
- 2
Fix activation
A first-weeks routine for new accounts and a plan for the dormant book, so accounts opened become accounts used.
- 3
Build the approved kit
Education content and templates written with compliance review built in, for head office, branches and authorised persons.
- 4
Bring investors in
Local search for each branch, referral routines with CAs and lawyers, and campaigns for real problems such as transmission.
- 5
Keep families together
Consolidation conversations and steady service, so the relationship passes to the next generation.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
Also worked with
Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
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 monthly 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 lock-in, no guarantees we cannot keep
Three to six months at a time. 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.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 45-minute call with the person who will do the work
- A written, scored report on the six places orders leak, within a few working days
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
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?
Do stock broker advertisements need exchange approval?
Can we promote stock tips or trading calls to attract clients?
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.
- SEO for stock brokers
- PPC advertising for stock brokers
- Digital marketing for stock brokers
- Reputation management for stock brokers
- Local SEO for stock brokers
- Branding and identity for stock brokers
- Social media marketing for stock brokers
- Content marketing for stock brokers
- Email marketing for stock brokers
Or start from the overview: sales and marketing for stock brokers.