Please fill out the below information to help us understand your business' operations.

For any questions, please contact Tanya Cameron ([email protected] or 343-644-3343)

Client Information

Organization *

Full Name *

Phone *

Email *

Address

Street Address *

City *

State *

Country *

Postal code *

Brief description or products/services *

Hours of Operation *

Lead Qualification Criteria

A. Lead Qualification Criteria

Target Demographics (e.g. location, age, income, business size) *

Type of Business *

B2B

B2C

both

Job titles or roles you typically deal with *

B. Qualifying Questions

Provide us with a list of questions you use to qualify your leads. Use the File upload below if you already have it in document format.

Qualifying Questions Document Upload

Lead Disqualifying Triggers (i.e Budget too low, Outside service area etc.) Use the File upload below if you already have it in a document format.

Lead Disqualifying Triggers Document Upload

Call Flow/Escalation Protocols

What would you like us to do when a lead qualifies? (i.e. email lead to client, input to CRM etc.)

What would you like us to do if a lead does not qualify? (i.e End Call, offer resources etc.)

How should urgent inquiries be handled?

When should you never take a message (e.g. telemarketers)?

CRM Access and Data Entry Instructions

If you would like us to input the data for each lead into your CRM, please provide written instructions below.

Instructions for Data Entry into CRM (please include the name of CRM)

Messaging re: Leads with Client

Instructions for how you would like to be notified of a qualified lead (Text, through CRM, messaging app etc.)

Details each lead must include (i.e. name, phone number, summary of enquiry etc.)

Please upload sample call scripts and FAQs

If we will be booking calls or meetings with qualified leads, please let us know so we can obtain the appropriate information.

Scheduling?

Yes

Not sure, let's chat!