TARGUSinfo Interactive Insights

In my last post, I said what we’re all thinking–Trust Comes with Transparency. 

Now what?

You’re now engaged in a partnership and you’ve reached a comfortable level of trust with your partner.   Is it time to take the next step and be more transparent?

If you wish to begin the transparent knowledge exchange,  taking the first step is sometimes easier said than done.

Not to worry, below is a checklist of the most helpful–if not the most rudimentary, questions to answer .

For the seller:

• Steps in your lead generation and distribution process?
• Sources and do you differentiate them?
• Data points collected?
• Pre-scrub practices?
• Clearly defined screening parameters?
• Detailed scrub practices?
• Verification practices?
• Return policies?

For the Buyer:

• Steps in the lead evaluation waterfall?
• Sources and do you differentiate them?
• Pre-scrub practices?
• Clearly defined screening parameters?
• Detailed scrub practices?
• Verification practices?
• How do you assign disposition to your leads?
• Are those dispositions standard and clearly defined?

Next step – what and how much are you willing to share?

Start thinking and stay tuned…

Andi

@Ask_Andi