Advisor Digital Marketing Assessment

Digital Quiz

Step 1 of 6

Have you segmented your contacts into leads, prospects, and clients?(Required)
How many cold leads do you have on your list?(Required)
A cold lead is defined as a contact who has opted into receiving one offer or communication.
How many prospects do you have on your list?(Required)
A prospect is defined as a contact who has opted into receiving multiple offers, communications, or events, but has not set an appointment.