12 Likes 0 Dislikes 0 Published December 8, 2021, 1:13 amIf you're going to ask intrusive and personal information from a client, the value assigned by way of the exercise should be leaning towards the customer experience. The questions asked in the 'fact find' report are not manipulative (like others made available to the industry), and we're not skirting the fuzzy lines of digital compliance because the purpose of the questions is clear: once the questions are completed a PDF report will be sent to the user based on the limited responses provided. So, our fact find report is now a high-value lead magnet.
This method of report generation introduces other advantages, such as triggers on downloads, internal LDF link clicks (customised for each user), and we're able to shape the funnel experience by means of list subscriptions and appropriate SMS messaging (all these features are introduced later, along with advanced website-based conditional features).
Anything asked in the early stages of a funnel are designed to do one thing: qualify you. Our fact find report achieves this.
