Financial Services · Advisory

Prospective Client Discovery Call Scheduling

Convert prospective client inquiries into a booked discovery call with the right adviser.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

How it works

  1. Captures basic prospect information during initial qualification, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk), written to the CRM.
  2. Matches the prospect to the appropriate adviser based on specialization and minimum account requirements, via the CRM's adviser roster.
  3. Books the discovery call and sends a pre-meeting questionnaire.
  4. Sends a reminder and prep materials ahead of the call.

Data sources

CRM prospect data Adviser specialization/minimum roster

What it targets

  • Prospect inquiries booked to a discovery call Target 60%
  • Discovery call show rate Target 88%