Getting Started with Lead Gen
Questions about our Lead Generation Team?
Alyssa Nava, Sales Administrator
888.311.7248 Ext. 2017
Jacob Noe, Director of Sales
888.311.7248 Ext. 2000
Lead Gen Availability
- Current Capacity: A couple appointments a day, approximately 1-4 days a week
- We are constantly recruiting more Sales Assistants to help in setting appointments for sales agents
How can we make this successful?
- Great communication skills—put follow up notes into our CRM after each appointment and call/email with our team regularly
- High closing percentage makes our team eager to call for you (45%)
- Clean paperwork with all necessary supporting documents makes for quick approvals
- Help us in between your appointments by sending in warm leads
- Ask for referrals from merchants you sign and flip them in to our team
- We win when you win!
Our main objective is simple. We assist in filling reps' pipelines. Please answer the following questions as it will assist in getting us started calling for you.
Lead Gen Questionnaire
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