Agency client qualifier
Qualify potential agency clients by project type, budget range, timeline, and decision-making authority, then route qualified prospects to a consultation and others to helpful resources.
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Financial planning scoring and match
Score prospects on net worth, financial complexity, and urgency. Qualified prospects are matched with an advisor. Unqualified prospects receive self-service tools and guides.
Match qualified prospects to the right advisor
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Questions in this template:
You can tweak any of these questions after installation.
- 01
What is the approximate value of your investable assets?
- Under $100k
- $100k-500k
- $500k-2M
- Over $2M
- 02
How would you describe your financial situation?
- Simple savings and retirement
- Multiple accounts and investments
- Business ownership, trusts, or estate
- 03
How soon are you looking to get professional guidance?
- Just exploring
- Planning within 6 months
- Need help now
- 04
What is your primary financial goal right now?
- Retirement planning
- Wealth growth
- Tax optimization
- 05
Do you currently work with a financial advisor?
- No advisor currently
- Looking to switch advisors
- Want a second opinion
- 06
How would you prefer to meet with an advisor?
- Phone call
- Video meeting
- In-person
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