Fall Financing Strategy - Foundation Finance Company

Fall Financing Strategy

Fall signals the end of summer, the transition to winter, and the onset of your business’ 4th quarter. The pandemic has affected quarterly and year-end goals since the 1st quarter of 2020. What’s your plan for ending the year strong? If you’re scratching your head wondering what exactly to do, don’t worry! We’ve got the perfect fall strategy to increase sales and add projects to your calendar.

  1. Capture a sale from your leads. Don’t let that sales pipeline you’ve (hopefully) been building go to waste! Make a goal during this last fiscal quarter to send an email to all your leads, once every few weeks or once per month if you can. In the email communication, highlight a popular or seasonal project and couple it with your competitive financing.

For example, There’s still time to upgrade your [kitchen] into the space of your dreams before the end of the year! [XYZ company] can provide the work AND the competitive financing! We approve FICOs down to 600 and even look at credit requests that have been turned down somewhere else. Get your dream [kitchen] on our project calendar with little or no money upfront. Call us today.  [Include a project scenario with a financing promotion]

  1. Thank your customers & suggest another project. It’s time to look back at your projects throughout the year and reconnect with your customers. Contact them via an email message, phone call, a quick text or send a postcard. Thank them for their business in this unprecedented year and check up on the project you did for them. Ask them how they’re doing. Most importantly, ask if they need any more work completed this year or if friends or family do. Once again, add in a promotional appeal.

For example, Hello [XYZ customer], we’re checking in with you to see how you’re enjoying your [XYZ upgrade/repair]. We hope you’re loving it! Please let us know. We also wanted to take a moment to thank you for your business this year. We’re glad you trusted us with your remodel!
If you’re thinking of upgrading another area of your home space or your friends/family have mentioned the same desire, please contact us! In fact, now is the perfect time to transform your backyard space with a dream deck or outdoor kitchen. [XYZ company] can provide the work AND the competitive financing! Call us today for more details.

  1. Connect with sales prospects you lost. Let’s hope it’s only a few! But lost sales can quickly transition to a closed sale when you have a financing program. Most likely the prospect walked away due to lack of financing or a case of sticker shock. An effective way to re-connect with a lost customer is by phone. The second go-to is email. The main message is affordable financing.

For example, Hello [XYZ customer], how are you? [XYZ company] is contacting you because you recently visited our showroom or requested a project quote. This follow up is to let you know about our affordable financing plans that can re-ignite your upgrade dreams! Not only do we offer same-as-cash, deferred payment plans and low monthly payments, we can also take a second look at any financing that might have been turned down somewhere else. We can also approve FICOs down to 600. We’d love to revisit your project dreams and see how an affordable financing plan could work in your favor.

Include one or all three of those examples in your Q4 sales strategy and we can almost guarantee your sales and booked projects will grow. Financing is a crucial element of closing the sale. When you’ve got that element covered, you have the sales advantage. Start now for the most effective impact.


You can build on us. Enroll today in the Foundation Finance dealer network. Contact us for more info: 1-855-241-0024, sales@foundationfinance.com.

P.O. Box 437
Schofield, WI 54476

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