Turn Curious Prospects into Warm Conversations 👋
What is a Hello Page?
A Hello Page is your personal intro page in OAT. Prospects can watch a short video from you, see a few key details about how you work, and book time on your calendar, all in one place.
Why Hello Pages Help
Hello Pages put a real face and voice behind your name. Your outreach feels more personal, prospects feel more at ease, and first conversations start on warmer footing.
What Prospects Experience
Prospects click your link, watch your video, get a quick sense of who you help and how you work, then pick a time that works for them in just a few clicks.
What You See
You can see who visited your Hello Page, how much of the video they watched, and which questions they viewed. That gives you useful context so your follow up is more focused and timely.
Frequently Asked Questions
What exactly is a Hello Page?
You are looking at a demo Hello Page. This one is here just to show you what the feature can do. In real life, each advisor has their own Hello Page where prospects can watch a short intro video, see how you work with clients, skim quick answers to common questions, and book time on your calendar.
How does a Hello Page help me with new prospects?
A Hello Page gives prospects an easy way to get to know you before you ever speak. They can see you, hear you, and quickly understand what you do. That makes the first meeting feel more natural and often makes it easier for them to say yes to scheduling time with you.
How do I share my Hello Page?
Sharing your Hello Page is simple. You can add it to any campaign email, ideally the first or second one you send. It appears as a moving image, similar to a gif. When a prospect clicks that image, they are taken straight to your Hello Page.
How long does it take to set one up?
Setting up a Hello Page does not take very long. You record a short video, add a headline and a few lines of text, choose some FAQs, and connect your scheduling link. After that, you can use the same Hello Page with every new prospect.
Do I need special equipment to record the video?
No special gear is required. A smartphone or laptop in a quiet, well lit spot works great. As long as prospects can see you clearly and hear you clearly, you are in good shape.
Can I see who visits my Hello Page?
Yes. OAT shows you who visited your Hello Page, whether they watched your video, and which questions they opened. That gives you useful context so you can follow up with the right people at the right time.
Will this fit into my current OAT workflow?
Yes. Hello Pages are built to work with the tools you already use in OAT. You can add your Hello Page to a campaign email or send it in a one off email to a lead. You do not need to change how your leads are routed or how you manage your day to start using it.
Disclaimer
This video is for example purposes only. Video content shared through this service is provided by individual advisors for introductory and informational purposes only. Advisors are solely responsible for the accuracy and compliance of their content with applicable laws, regulations, and firm policies.