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What We'll Cover
Speed-to-Lead
How quickly new enquiries are currently contacted and where delays occur.
Phone and Enquiry Verification
How the submitted number, recent enquiry and important lead details can be confirmed before a broker spends time following up.
ABN Lookup Verification
How available ABN and business-registration information can be captured during qualification or the next application stage.
Qualification Process
Which brokerage-approved questions should be confirmed before progressing a lead.
Live Broker Transfer
How suitable leads can be connected directly with an available broker or offered an appointment.
Automated Follow-Up
How unanswered leads can enter an agreed call, SMS and email sequence with every outcome recorded in the CRM.
To Make the Review More Useful
It helps to have a general understanding of:
- Your approximate monthly lead volume.
- Your main lead sources.
- How quickly leads are currently contacted.
- Your current CRM or tracking process.
- Whether brokers can receive live transfers during business hours.