Client Services

Lead Quality Issues 2

• How to respond to issues about "prospect did not request" or "prospect was too young"
• Lead source codes

Prospects that are too young 2

• prospects too young
• Birth date or birth year

prospects say they did not order 3

• how it happens that people forget completing the form and will even insist they did not
• how to deal with people who forget they completed the form
• prospect too young

Freshness of leads 1

• If advisor complains about freshness or legitimacy of leads

Prospect Complaints 2

• prospect does not remember, prospect too young
• proof that every leads is legitimate

Lead Exclusivity 1

• Leads Guaranteed Exclusive