The following information is needed:
Contact Info
- Business Name
- Office Address (Street Address, City, State and ZIP)
- Office Phone number
- Name of Primary Contact:
- Business Type (Ex: Family Law Firm)
Setup Info
- Email Address (where leads should be sent)
- Website URL
- Office Hours (days and operating hours)
- Call Forwarding Number (where qualified leads should be transferred – typically the client’s cell phone)
- Answer Phrase (how the operators will greet the caller, i.e. “Thank you for calling Bold Digital, my name is CJ, how can I help you?)
Screening Info
- Desired geographies (the city, county or states that the lead must live in for it to be considered “qualified”)
- Desired practice areas / services (the types of cases or client types that would be considered “qualified”)
- Custom Intake Questions (up to 5-6 questions the operators might ask to further screen the leads)
Once the information is received, forward it via email to our account manager, Brad Clark: [email protected]