Client's first name
Clients Last Name
Who is your Aggregator? *for brokers
How long have you been a Broker?
Are you currently generating a steady flow of new leads each month?
If yes, approximately how many new leads do you generate each month?
Current Settlement Volume Per Month
Do you have a client list (how many active clients)
Do you currently offer a way for new leads to book a call/appointment with you online?
Do you currently have a series of emails and/or text messages that automatically go out to new leads?
Do you currently send sms to leads from a business number without using a personal phone?
Do you currently send email/text appointment reminders?
Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?
Do you currently have any automated replies set up for people who message your Facebook page, Google or Instagram?
Do you currently organize & manage leads in a pipeline?
No, but we use spreadsheets
What CRM do you use at the moment to manage appointments / leads
Do you currently post on social media - how often
1 or more a day
List monthly posting figure here
Do you currently run adverts?
Not running any adverts
What was the results from your adverts?
Do you have an ongoing ad budget and if so what is it?
Are you interested in implementing any of the things you responded 'No' to for your business?
Notes to Meeting