Prospect Conversion

Prospect Conversion is the Goal Metric of Elevation Goal 1: Making great first impressions, increasing conversion

Data based on responses to the question, asked in the First Impression review form

“Are you going to use [adviser]’s services in the future?”

Possible responses
  1. Yes
  2. No
  3. Maybe

Prospect Conversion Score

Proportion of respondents answering “Yes”

Why do we ask about Prospect Conversion?

This is the best method to collect data on the likelihood of the prospective client to become a client, which is the key part of Goal 1.

How did we do?

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