Add retirement quiz entries to lead intake for advisors
Add retirement quiz entries to lead intake for advisors
Your retirement quiz responses arrive without intake routing, leaving advisors without context and delaying follow-up. They enter your lead pipeline for prioritized outreach and segmentation same day.
Overview
When prospects finish your retirement quiz they should enter the intake pipeline instantly so advisors can act while interest is high. This flow routes responses into your lead intake and flags priority prospects for same-day outreach and segmentation.