Qualify Your Prospects Using Your Scheduling Software

If you get a fair number of leads from your website, you’ve faced the rude awakening that most web leads don’t meet the minimum requirements to become a client. So how do you quickly identify the people who are not a fit and refer them to another advisor before you spend your valuable time on a call or in a meeting?

The answer! Use your calendaring software to ask basic qualifying questions. Many systems allow you to add custom questions to gather this kind of information.

To learn the questions to use on your scheduling software to screen your prospects, read our latest blog.