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What is your typical process for handing off a sales lead to the client? The process varies depending on the specific needs of the client. We would work with your team to establish the most efficient and effective protocol. We can ensure that any sales appointment that is scheduled is reported in a format that will contain contact information and appointment specifics as well as market intelligence gathered at each stage of the process leading up to the scheduled appointment. This market intelligence will contain details such as at what stage the prospect responded and to which messages. In addition, the report will contain details gathered during the "needs assessment" discussion that occurred as the catalyst to booking the appointment. |