Project Questionnaire

Tell us about yourself

Please fill in the details below so that we know who you are

Contact Details
1 / 9
Services Required
How many leads will be handled per month?
Project Requirements
2 / 9
Your Products/Services

Please tell us about what products/services that our agents will need to promote on your behalf.

What products/services will our agents need to promote?
Do you have a link to these products/services? (Alternatively you can e-mail us later)
Project Requirements
3 / 9
Communication

How would you like us to communicate with your leads?

Do you want calls recorded?
4 / 9
Processes
Contact Cadence

How are you currently managing leads and communicating with them?

Do you have an existing Contact Cadence?
Do you have a Call Script/Sales Playbook?
Do you have branding guidelines for communication?
5 / 9
Processes
Escalation

Please provide us information on the best times and way to contact you if there are issues with managing leads.

When are they available to handle escalations?
Processes
6 / 9
CRM

How would you like us to handle sales conversions?

Do you use a CRM?
How will you provide us the Lead data?
Systems
7 / 9
Appointment Setting
What system do you use to schedule appointments/meetings?
Systems
8 / 9
Confirm Submission.

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Please click the button below to finalise your submission.

Confirmation
9 / 9
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