The Lead Qualification Agent scores each inbound prospect against your ideal client profile and runs the follow-up, so partners stay with current clients.
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The Lead Qualification Agent chases open proposals, asks partners for deal status weekly and rebuilds the forecast, so reviews run on current facts.
The Prospect Follow-Up Agent keeps every seminar, referral and web prospect in a steady cadence and tells the advisor who is ready for a call.
The Client Pipeline Reporting Agent builds each client's pipeline report from the ATS and answers status emails, so account managers stay with clients.