Pension Transfer - Client Intake

Pension Transfer - Client Intake

Please complete this survey so that we can better understand your business and goals. Please take the time to complete this survey as thoroughly as possible. The better you answer these questions and the more information you provide the better we will be able to serve you.
Basic Information
Company Name*
Company Address*
Your Name*

First NameLast Name
Your Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (080) 000-0000.

Company + Team Information

Describe your current lead generation process, how you currently deal with incoming leads, how many times you contact the prospect, what's your contact rate, what's your sales conversion rates. Let us know which team members will be using HubSpot.
Current lead generation process*
Tell us a little about how you currently generate leads. Are they solely web-based leads? What information does your team have prior to calling the prospect?
Dealing with incoming leads*
Describe the first contact you have with an incoming lead? Does a case handler call the lead first to qualify them before setting an appointment with an advisor, or do your advisors call the leads directly? Do you send the LOA/TOB after that first call or do you or is the LOA sent after the initial advisor appointment/zoom call?
Lead Volume*
For the trial period, BeQuick will deliver 50/100 qualified callbacks to your business. Please select your preferred weekly lead volume. We recommend starting slow and building up.
Team contact details and roles*
List the name, emails and role of everyone involved in the team who will be using the Hubspot system. Example: John Smith, john.smith@moneyadvisors.co.uk, case handler | Tony Smith, tony.smith@moneyadvisors.co.uk, financial advisor | Anna Marshall | anna@moneyadvisors.co.uk, marketing manager etc.
ROI Targets*
What's your target conversion rate for this campaign? What's your target revenue goals? Part of our role is to hold your team accountable to this standard.

File Uploads

These documents will be configured by out team and pre-populated with the client information contained in HubSpot. This streamlines the legal documents signatures to improve your client pipeline management process.
LOA Template

Please supply original PDF if possible (scanned copies have poor conversion rates)
Cancelof
TOB Template

Please supply original PDF if possible (scanned copies have poor conversion rates)
Cancelof

Compliance Agreement
In order for our team to manage your account within the regulatory requirements, we must have a separate compliance agreement in place.

This allows the BeQuick team to analyse your CRM, contact rate and sales data.

The compliance product which you will be linked to has a price of €9.99/month and can be cancelled any time without penealty. By subscribing to our data processing & compliance product you agree to our the BeQuick Data Processing Terms & Conditions.

We will also require a separate Docusign account, as your existing account may have sensitive client information from other parts of your business. Instructions on this stage will be emailed to you once the consultancy agreement is in place on the next screen.
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Pension Transfer - Client Intake

Basic Information

Company + Team Information

File Uploads

Compliance Agreement