Free Social Media Strategy Call What To Expect And How To Prepare

Many financial services firms hesitate to invest in social media because they fear regulatory pitfalls or uncertain ROI. PropEx offers a complimentary strategy call that removes the guesswork. Below we outline exactly what you can expect during the call and how to prepare to maximise its value.

What The Call Covers

Our 45‑minute session is structured around three pillars:

1. Current Situation Review: We ask about your existing channels, content cadence, target audience and any compliance concerns.
2. Opportunity Mapping: Using industry benchmarks, we identify high‑potential platforms, content types and advertising opportunities.
3. Actionable Roadmap: You leave with a prioritised list of next steps – from quick‑wins to longer‑term initiatives – all compliant with FCA regulations.

We also allocate time for any specific questions you have about lead generation, paid advertising or event promotion.

How To Prepare

To get the most out of the call, gather the following beforehand:

• Analytics Snapshot: Recent performance data from LinkedIn, Facebook, Instagram or X (impressions, engagement, leads).
• Compliance Documentation: Any internal guidelines you follow for financial promotions.
• Business Goals: Clear objectives such as “increase qualified mortgage leads by 30% in six months”.
• Key Questions: Write down 3‑5 pressing questions (e.g., “How do I run a compliant LinkedIn ad?”).

Having these items ready ensures a focused, productive conversation.

Why This Call Is Different

Most free consultations are generic. Ours is tailored specifically to the financial services sector:

• FCA Expertise: Our strategist is trained in financial promotion compliance.
• Data‑Driven Insights: We benchmark against UK‑wide social media performance for finance firms.
• Immediate Value: You receive a one‑page summary of recommended actions within 24 hours of the call.

Sample Outcomes From Recent Calls

Clients who completed the free strategy call reported:

• Implementation of a compliance‑checked content calendar that reduced lead‑generation cost by 22%.
• Launch of a LinkedIn Sponsored Content campaign that delivered 45 qualified leads in the first month.
• Improved internal confidence around social media publishing, leading to a 30% increase in posting frequency.

Book Your Call Today

Slots are limited to ensure each business receives dedicated attention. Click here to schedule your free social media strategy call. Simply choose a time that works for you, and we’ll handle the rest.

What Happens After the Call?

If you decide to move forward, we can seamlessly transition into a full‑service Social Media Management partnership, which includes:

• Ongoing content creation with built‑in FCA compliance checks.
• Monthly performance reporting and ROI tracking.
• Access to our network of property finance event invitations.

Even if you keep your social media in‑house, the roadmap we provide will give you a clear direction for compliant growth.

Final Thought

Social media is no longer optional for property finance businesses – it’s a competitive necessity. Let PropEx show you how to harness its power safely and effectively.