A Register Button on your website allows clients to sign up for your services and complete a fact find immediately, so by the time you have your first conversation with them, you already know a lot about their current situation and their goals. This eliminates the time you spend having multiple conversations with the client before beginning their application 👍
When browsing for a mortgage or insurance adviser, many clients will inquire at multiple businesses, and work with who comes back to them the fastest. Having the register button means that a busy client can immediately get on the way to achieving their goals ⚡
To add a register button to your website:
1. Click the settings logo and go into your General Organisation Settings
2. At the bottom of the page under Register Button, fill in the fields to format your button to how you like it
Once you have filled in these details, the example button will appear on the right so you can see what it would look like on your website.
3. Copy the button HTML code and insert it onto your website
This step can be difficult if you don't know much about code, so if you struggle to do this yourself, please get in touch with your IT team or you can reach out to us at support@gettrail.com 🎉