New Leads
—
VSL opt-ins
Triage Calls
—
Sales Calls
—
i
Financial Qualification
- Annual income $75,000+
Based on survey income response only
Fin. Qualified
—
i
Qualified (Score 60+)
- High income + high commitment
- e.g. $75K+ income with commitment 7+
Weighted lead score based on income and commitment
Qualified
—
i
Review (Score 30-59)
- Mid-income with high commitment, OR
- High income with moderate commitment
Worth a triage call to assess fit
Review
—
i
Disqualified (Score <30)
- Low income and/or low commitment
Weighted lead score below 30
Overall DQ
—
No Submission
—
Mentorship Signups
—
Closed deals
Close Rate
—
of sales calls
—
Leads
►
—
Triage
►
—
Sales Call
►
—
Qualified
►
—
Closed
All Leads
Triage Booked
Sales Calls
Qualified
Review
Disqualified
No Submission
Mentorship Signups
| Name | Lead Date/Time | Income | Commitment | Fin. Qual | Score | Triage | Triage Caller | Sales Call | Sales Caller | Overall Qual | Call Outcome | Closer | Cash Collected | Signed Up | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Loading data... | |||||||||||||||
Annual Household Income Distribution
| Name | Lead Date | Annual Income | Qualification | Signed Up | Cash Collected |
|---|
Commitment Level Distribution
| Name | Lead Date | Commitment | Qualification | Signed Up | Cash Collected |
|---|
Filter by Income + Commitment
| Name | Lead Date | Annual Income | Commitment | Qualification | Triage | Sales Call | Signed Up | Cash Collected |
|---|