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1st Appointments with New Prospects Report
Click here to access the report page in LeadCenter.
1st Appointments with new prospects report tracks first appointments with new prospects, including client and advisor names, appointment details, percentage kept, became client ratio, and potential close rate. Based on meeting date, this report helps monitor initial engagements and follow-up effectiveness.
This report only includes appointments categorized as 1st visit - not a client. All other appointments are filtered out.
This report is based on the appointment date regardless of the contact creation date.
The 1st appointment report shows the performance of the business from three dimensions:
- Advisor
- Scheduler
- Source
This report answers questions like:
- How many 1st appointments are we getting from each source? For example seminars, digital, etc.
- How many 1st appointments are being booked by each scheduler?
- What is the quality of lead measured by 1st appointment kept, by the source or scheduler?
- What is the conversion rate per advisor of 1st appointment to clients?
- What is the potential conversion rate per advisor, scheduler, or source? This takes into consideration active prospects still in the pipeline.
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