A short checklist to review at the start of every quarter.
Leads
- Buy box updated from your latest funded file
- Lead mix of fresh and aged matched to who is dialing
- Budget set from the funded deals you want
Speed and delivery
- Leads go to your CRM by webhook
- Alerts on for your buy box
- Average speed to first call under five minutes
Sales process
- First call structure written down
- 30 day cadence in the CRM
- Objection practice every week
Funders and compliance
- Funder panel mapped against your buy box
- Do not call list enforced in your dialer
- No promises in calls, emails or ads
Numbers
- Contact rate, statements, submissions, funded
- Cost per funded deal by source and rep
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