Skip to content

Knowledgebase
Support
My Account

Menu

Knowledgebase
Support
My Account

4. Working the Leads 101

Need direct assistance? Submit a ticket and we’ll reply within 24 hours.

1. Getting Started

Onboarding
CRM Integration
How You Receive Leads
Lead Delivery Schedule & Pace

2. How Support Works

Submitting Support Tickets
Monthly Reporting: Lead Delivery & ROI Tracking
Using This Site for Self-Service

3. How Leads are Generated

The Ads
The Landing Page
The Lead Generation Form
TrustedForm Certification

4. Working the Leads 101

Leads 101: The Lead Acquisition Process
Leads 101: The Consumer’s Perspective
Leads 101: The Seller’s Perspective
Tracking 101: Setup Your CRM for Success
Engaging the Leads 101
ROAS Sheet 101
ROI Measurement & Quarterly Success Calls

5. Policies

Order Renewals Policy

6. Changelog

Policy Updates

Home
Knowledgebase
4. Working the Leads 101

Leads 101: The Lead Acquisition Process
Leads 101: The Consumer’s Perspective
Leads 101: The Seller’s Perspective
Tracking 101: Setup Your CRM for Success
Engaging the Leads 101
ROAS Sheet 101
ROI Measurement & Quarterly Success Calls

© 2023 FinanceVine Inc. All rights reserved.

Privacy
Terms
Cookies

Privacy
Terms
Cookies