Client Communications
What’s is the recommended amount for a client to put in their business checking account to potentially maximize their funding results? - CY
We generally recommend $1,000 dollars in each account. The more they can place in each account the better. In general, recommend that amount to the client and if they do not have a ...
Is all client information safe and secured? GF
Zoho is a cloud software suite that provides a variety of applications for businesses, including CRM, email, project management, and more. They have implemented a range of security ...
How much funding can a client get based on their situation? CY
There are many factors to this question - every situation is different and unique. If they have a score above 680, no deragatories, no more than 3 inquiries in the last 6 months an ...
What valuable information can we drop to clients to build rapport? - CY
When speaking with a client for a consultation they need to realize the value we provide. This is much more then a funding process. In the process of funding they are learning and ...
Why should clients use us, when they can apply themselves? -LH
The decision we have to make is if they're going to secure more funding on your own than you will with our assitance. We've funded well over a 1000 clients at this point and have b ...
What are the best ways to re-engage unresponsive clients? CY
The best ways to re-engage unresponsive clients are to CALL them. If you can get them on the phone to speak to them about us helping them secure 0% business funding it helps.After ...
How should we address a client who wants to know what banks/lenders we work with before funding agreement is signed and process is started? CY - Lamar input please.
In a case where the client is asking what banks/lenders we work with before signing the funding agreement it is best to limit what you tell them. You can say we have relationship m ...
What are the minimum payments on 0% cards? CY
All of the credit cards in our sequence have a repayment of 1% of the balance. Meaning if you have a $20,000 balance on a card the payment would be $200. That payment changes after ...
Why is credit stacking more beneficial to clients as the borrower than traditional loans or lines of credit? cy - Lamar review
Credit stacking is beneficial to clients who do not have a business producing cash flow. Business lines of credit are beneficial as well but you need to make sure the banks are vet ...
What are the minimum payments on credit cards? CY
On most credit cards the minimum payment is 1% of the total balance. This can vary from bank to bank - just be sure to read the part of the application that shows the promo rate an ...
What links do we send to get their intake info? -IM
https://impruvu.io/rfi
How much do we tell them on the call, before they sign a funding agreement? Complete - Please review.
You'd first to see if this is something they'd like to do the client can do this themselves, so selling them on our service will be vital before asking them to sign a funding agree ...
How do we overcome people who don’t want to pay the 10% fee or think it’s too high?
How can we get them to give us a review? CY
The only way to get a review is ask but there are some general guidelines to making the process easier: Build rapport and trust with your client Provide great service and be tr ...
How often do we follow up? CY
As some great men have said "Time Kills All Deals" If you can follow up as soon as possible with a client when the text automation is sent out that is the best route. Try to g ...
What expectations do we set with the clients prior to starting a funding sequence? CY
Prior to starting a funding sequence we inform the clients to treat this like you are buying a house. Do not increase your credit card debt, do not be applying for other things tha ...
How do you deal with unqualified, but eager clients looking for funding? Needs links for free content - CY
The best way to deal with unqualified but willing clients is still set out realistic expectations and provide them with our free content the shows them how to go from unqualified t ...
My client had a great credit profile but didn’t get any funding, they have no other business credit cards, what is a explanation for this scenario? - CY
There are many factors that are taken into account at what makes a profile great. This is how everything is weighted as far as the breakdown of a FICO score. FICO Score Paymen ...
How do we get referrals? Complete
Provide Excellent Service: The best way to get referrals is to ensure that your existing clients are satisfied with your service. Happy customers are more likely to recommend y ...