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QUANTUM CLIENT
ACQUISITION
QUANTUM CLIENT
ACQUISITION
Name
*
First
Last
Email
*
Phone Number
*
Who is your ideal client?
*
Who is your current IMO?
*
Are they currently providing you with client acquisition strategies?
Yes
No
Do you have a marketing budget?
Yes
No
How much annuity and life business have you written in the past 12 months?
*
Under $1MM
$1MM-$3MM
$3MM+
Are you securities licensed?
*
Yes
No
Have you ever hosted a dinner seminar or educational workshop?
*
Yes
No
Do you have a presentation you currently use?
Yes
No
Do you track the ROI from these events?
Yes
No
Have you ever participated in pay per lead programs?
*
Yes
No
Do you have a formal process for converting a lead into a client?
Yes
No
Are you interested in working with a niche market like federal employees or teachers?
Yes
No
Name
This field is for validation purposes and should be left unchanged.
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