DBI Lead Generation Fact Find

DBI Lead Generation Fact Find

 In Uncategorized

When our team speaks to you for the first time, we will ask you several questions to understand your business, this is critical to find the right solution for you and sadly in some situations we may say what you are looking for is not possible and the reasons why. Please find some of the questions we may ask:

1. Current Telemarketing Setup

Do you currently have a telemarketing function to follow up on leads?  ☐ Yes ☐ No

If yes:

  • How many people are on the team?
  • Where is the team based (office/home/outsourced)?
  • What days and hours do they operate?

2. Lead Sources

What types of leads do you currently purchase? Please provide details for each source:

Lead Source Notes Conversion Rate Cost per Lead
Telephone
Online
Postal

Do you also work with existing customers?  ☐ Yes ☐ No

3. Lead Qualification

If you’re using telephone leads, do you have a script you can share with us?  ☐ Yes ☐ No

If no, please describe your ideal customer profile:

  • Age range:
  • Homeownership status: ☐ Owner ☐ Renter ☐ Either
  • Preferred postcodes/areas:

If we were to call 100 people using your criteria, how many would typically qualify as a lead?

4. Campaign Performance

If you have a campaign currently running:

  • On average, how many applications/sales does each agent complete per day?
  • What is your budget for lead generation campaigns with us?

5. Systems and Process

Do you use a CRM to store and manage leads?  ☐ Yes – Please specify: __________  ☐ No

How do you handle a high volume of incoming leads?

What system or software do you use to call leads back?

Are calls recorded for quality or training purposes?  ☐ Yes ☐ No

Do you have any preferred method for receiving leads from us (e.g., real-time, spreadsheet, CRM integration)?

6. Caller Information & Analysis

When your team contacts a lead, what phone number (CLI) is displayed to the consumer?

  • Landline:
  • Mobile:
  • Number of CLIs used:

What call dispositions/statuses does your team use to assess daily performance?

7. Next Steps

Thank you for providing this information. We’ll review it with our team and get back to you with a tailored solution that fits your goals.

Let us help you speak with UK consumers actively seeking products or services like yours. Tell us your ideal customer, and we’ll find them for you.

If you would like to find out more, please contact Maddy, Kim or Elle on cservices@dbiph.com or what’s app number (+639157121471)

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