More Transaction Scorecard
How would you rate your current success in converting leads into paying clients?
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1 = Very Unsuccessful
3 = Not Very Successful
5 = Very Successful
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What specific obstacles are you encountering in turning leads into transactions?
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Payment Process Issues
Lack of Trust
Ineffective Closing Strategies
Misaligned Product/Service Offerings
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What strategies or incentives have you tried to increase transactions?
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discounts
bundles
loyalty programs
Other
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How are you currently following up with leads who have shown interest but not made a purchase? What challenges are you facing in this area?
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What percentage of leads that engage with your business make it to the transaction stage? How does this compare to your industry benchmarks or expectations?
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Do you utilize any specific tools or technologies to facilitate transactions (e.g., CRM systems, payment gateways)? If so, how satisfied are you with these tools, and are there any limitations or issues you're facing?
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Have you engaged with any professionals or consultants to analyze and improve your transaction process? If so, what was the outcome? If not, what has prevented you from doing so?
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Full Name
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Phone
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Email
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Organization
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