Quantum Client Acquisition Survey

Name*

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)*

Are you interested in learning about other client acquisition opportunities?*

Yes
No

Thank you!

Phone

This field is for validation purposes and should be left unchanged.

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.

Thank you!

CONTACT US

CONNECT WITH QUANTUM

Kyle Pesch

Kayden Meyersick

Windy Nash

Lauren Edwards

Janae Bonner

Brittany Pomplun

Stephanie Smith

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.

Thank you!

CONTACT US

CONNECT WITH QUANTUM

Kyle Pesch

Kayden Meyersick

Windy Nash

Lauren Edwards

Janae Bonner

Brittany Pomplun

Stephanie Smith

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

Brittany Pomplun

Associate RM and Business Development

Stephanie Smith

Account Manager

QUANTUM CLIENT
ACQUISITION

QUANTUM CLIENT
ACQUISITION