ISA Call Funnel

Assets

Playbook: ISA | ASR Call

• Call Type

  • Select the option that best describes the interaction, such as an initial prospecting call, a follow-up call, or a return call.

• Reason for Call

  • Briefly document why the contact is calling and the primary need discussed. Capture the key question, request, or coverage concern that should guide the conversation.

• Verify the contact’s:

  • • First and Last name
    • Street address, City, State, ZIP code
    • Phone number
    • Email address

• Action the Call by creating a Deal

  • Set the Deal Name as:
    • [First Name] [Last Name] - ISA Deal
  • List the products that the lead is interested in
  • Set the Deal stage to Accepted (check and qualified) or Ineligible (checked and disqualified) accordingly
    • Accepted (checked and qualified): Continue the opportunity and send notification to ISA Agent
    • Ineligible (checked and qualified): Do not continue the opportunity and record the reason when appropriate.

• • Create Deal and Log Playbook

Workflow: B2C | Notification | Call Funnel

• Contact-based

• Manual and automatic enrollment

  • ISA | ASR Call Playbook is logged on a Contact and Deal stage is Accepted (checked and qualified)
• Logging the playbook again will trigger another enrollment and notification if the Deal stage is Accepted (checked and qualified)

• Notification:

  • Subject: New Lead completed a call with an ASR

  • Recipient: ISA Agent

  • Body: Enrolled Contact’s name and Deal stage 

Dashboard: ISA Lead Intake

• Report: B2C | Call Funnel | Accepted Leads