Quantum Client Acquisition Questionnaire

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Name*

Email*

Phone Number*

Who is your ideal client?*

Who is your current IMO?*

Are they currently providing you with client acquisition strategies?

Do you have a marketing budget?

How much annuity and life business have you written in the past 12 months?*

Are you securities licensed?*

Have you ever hosted a dinner seminar or educational workshop?*

Do you have a presentation you currently use?

Do you track the ROI from these events?

Have you ever participated in pay per lead programs?*

Do you have a formal process for converting a lead into a client?

Are you interested in working with a niche market like federal employees or teachers?

QUANTUM CLIENT
ACQUISITION