Step 5: Buying Leads and Setting Appointments
Download Lead Journey
- Download Equis' Lead Journey to learn about the different types of leads.
Purchase Leads in OPT!
- Opt! is a software program used by Equis Financial to manage the distribution and handling of our leads. *See video below for a walk-through of Opt!
- Access Opt! on your Equis dashboard under "Leads" - "Opt! Login."
- DO NOT pay for Opt! Premium (unless you want to)... It's not needed to order or manage your leads.
- Contact the Lead Department if you have any questions (828) 299-9600.
Print Scripts and Objection Responses
- Being efficient on the phone is key to your success at Equis.
- Speak with your manager to learn the script they recommend based on the leads you are utilizing. Make sure to practice, practice, practice!
- We recommend recording yourself to ensure you do not sound like a telemarketer. Know your objection responses in and out.
