We sound like your in-house telemarketing team and make sure one message is communicated to your prospective client(s). Our callers identify themselves as working for you (which is legally and technically true). From our experience, we have developed a three tier system of generating leads. This helps us in filtering cold leads and only warm to hot leads meeting your criteria are passed to you.

It is important for you to know our in-house structure which helps you understand how we have approached your potential client (s). We expect you to have a system to quickly allocate the lead to your sales professional.

First Tier: -
We take a questionnaire approach where our marketers gauge the ‘potential-ness’ of the client by taking their information to assess whether they meet your criteria. (Employment history, equity, credit history, age, remaining years in employment). The script used here is not to set up an appointment but is a set of close ended questions to weed out consumers who do not meet your criteria.

Second Tier:-
After analyzing the information given out by a potential client, our senior marketing professionals customize their telemarketing script and build a strong rapport. We give them a helicopter view of – How you can help them create wealth, save tax and achieve their dream of having a passive income. Further, we go a step ahead and identify attitude of your potential client through a specialized technique called – DISC profile. We identify the attitude of a consumer which helps your consultant to prepare in advance – The kind of personality he will be meeting. The captured information is written on A4 size sheet called a ‘lead sheet’.

(click here to see sample Lead Sheet )

Third Tier:
Here, the appointment is confirmed with both partners. We make sure that a prospect knows the name of your consultant and ensure there is good credibility built. We get your potential client in a positive frame of mind and excited on ‘buying an investment property without affecting their life style’.

Others:-
1) All leads generated are emailed to assigned email id’s.
2) All appointments are set minimum a week ahead.
3) Summary of leads is emailed every Monday.