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QUANTUM CLIENT
ACQUISITION
QUANTUM CLIENT
ACQUISITION
To better provide solutions to common pain points you may be facing with your client acquisition campaigns, please take a moment to answer the questions on this page.
Name
*
First
Last
Email
*
What program are you enrolled in?
*
How long have you been running campaigns?
*
Have you seen any ROI with the program?
*
Yes
No
What are your biggest pain points?
*
What is your biggest strength?
*
What would you change about the program?
*
Do you have an appointment process?
*
Yes
No
What is your appointment process?
Did you go through training during onboarding?
*
Yes
No
How likely are you to recommend this program on a scale of 1-5? (5 being highly recommend)
*
1
2
3
4
5
Are you interested in learning about other client acquisition opportunities?
*
Yes
No
Thank you!
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Kyle Pesch
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Kayden Meyersick
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Windy Nash
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Lauren Edwards
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Janae Bonner
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Stephanie Smith
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Kyle Pesch
VP of Advisor Development
Kayden Meyersick
Director of Business Development
Windy Nash
Senior Account Manager
Lauren Edwards
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Stephanie Smith
Senior Account Manager
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