把心存“这适合我吗？”的访客变成合格的探索通话——无需给出建议。
面向独立顾问、规划师与小型 RIA 的教育性准备度评估。潜在客户了解自身现状，你获得可安排探索通话的候选名单——页面上不含任何个性化建议。
我们从这个行业听到的痛点。
- Discovery calls burn 45 minutes on people whose situation doesn't fit what you actually do.
- Contact forms tell you a name and an email — nothing about the goal driving the enquiry.
- You worry about compliance the moment a lead form asks anything specific.
- Warm leads who aren't ready yet vanish because nurture is a manual job.
访客得到有用结果，你得到评分线索。
- Short educational questions — goals, timeline, current products, learning style — no advice generated.
- Every result page is editable so it stays inside your regulator's guidance.
- Discovery-call-ready prospects see a scheduling link; warm leads get nurtured educationally.
- Every enquiry lands scored, tagged with source, with a suggested discovery angle for the adviser.
一条共享链接，五个清晰步骤。
- 1来源Newsletter, LinkedIn post, or seminar QR
One shared link every place a prospect meets you online or in person.
- 2提问内容Goals, timeline, current products, learning style
Five short educational questions the prospect answers on any device.
- 3访客看到Educational readiness read-out + next step
The prospect sees a general readiness read-out — no product recommendation.
- 4你看到Adviser readiness card with discovery angle
You see goal category, horizon, products in place, and a recommended discovery angle.
- 5下一步Booking link or educational nurture
Ready prospects book a discovery call; others enter an educational nurture.
An Adviser Readiness Card — educational only.
This is what lands in your Today workspace after a prospect completes the assessment. Goal category, planning horizon, current products, learning style, source, and a suggested discovery angle. No personalized advice is generated for the prospect.
测评实际会问什么。
访客可在两分钟内回答的简短明了问题。
- 问题 1What's the primary financial goal driving your enquiry today?
- 问题 2Roughly how far away is the outcome you're planning for?
- 问题 3Which of these products do you already have in place?
- 问题 4How would you describe your comfort with market ups and downs?
- 问题 5Would you rather start with a short read, a video, or a call?
每次提交都会归入三个线索分组之一。
Clear goal, workable horizon, and a preference for a call — send the booking link today.
Real interest but early in the process — nurture with an educational sequence for their goal.
Curious for now — keep in the loop with a monthly educational update.
适合此行业的模板与资源。
此行业的常见问题
Lead Cues 仅支持教育性质的线索甄别。评估、访客结果页与你收到的数据均不构成任何个性化投资、税务或法律建议。请依照当地监管要求配置评估内容与结果文案。
准备好用你的访客试试了吗？
选择模板，分享一条链接，在“今日”工作区收到带首条消息角度的评分线索。
Lead Cues 提供教育性质的线索甄别，不提供受监管的财务、投资、税务或法律建议。