This focuser measures the number of people who contact your firm in any given week. It lets you know how these prospects heard about your firm—was it through wholesale marketing, retail marketing, or some other vehicle? If the number of people contacting your firm seems low, you’ll know you need to take steps to improve your marketing and/or other lead generation strategies.
The Initial Contact Focuser also tells you the next steps that will be taken to convert these new prospects into clients. Did they register for an upcoming workshop? Did some of them schedule a Vision Meeting? With this information, you can determine whether or not your Clients Services Director and the folks answering your phones are doing a good job taking leads to the next stage in the conversion process. If they are not, you need to find out why and take steps to address it.
