Step 1 - Telephone Survey
We conduct short telephone surveys with consumers throughout the UK. The survey is open to ages between 18 and 80 and across all demographics to make sure we get a true reflection of each marketplace. At the beginning of the call we state the purpose of the call and advice the prospect that they will receive marketing calls based on their answers to the survey question. If the prospect agrees to this, we confirm basic information with them :
- Full Name
- Telephone Number
- Home ownership
- Teir age bracket
Step 2 - Survey Logic
Once we know which age bracket the prospect is in, our survey logic adjusts to ask whether or not the prospect already has a private pension. The age logic we normally use for pension leads is 30-60
Step 3 - Profile & Opt In
- We make it clear to the prospect that answering the next set of questions will result in contact about a pension review.
- We ask our refined set of pension review questions which allow us to double check the prospect has a private pension and that it has a worthwhile 'pot' value
Our pension review leads question set has been refined over a number of years through client feedback and consulting work we have conducted based around this product.
Step 4 - Quality Verification
Collectively, all surveys conducted are subjected to a two tier quality process using proven sample methodology to check quality on site and then to use a third party quality team to sample check again offsite. This allows us to keep standards high and have confidence in the products we sell.
Step 5 - Deliveries
Each day we export your leads from our server and create a submission file as per your requirements with each prospects details within it, this can either be in excel, .csv or .text format. We will then make this file available to you via a secure transfer which can include upload to your database, post string or file transfer where the file is sent directly to you. Once we have sent you your data we tag each record in our system with an exclusivity period to make sure the pension review leads do not get sold more than once within that period.
We aim to delivery all leads to you before 10am each day Monday to Friday and within 2 to 3 working days of generating the leads.