GUIDEVINE CONCIERGE SERVICES
GuideVine Concierge Services works on demand with your team to provide trained customer support agents
Designed and administered by former Apple and financial services veterans, GuideVine Concierges will proactively reach out to:
Support consumers through discovery and qualification
Prepare consumers for meetings with your advisors
Apply an ownership mindset to consumer interactions, ensuring positive engagements
Have a customer service gap?
Customer service is demanding, especially when demand is unpredictable and resources are tight.
The right customer service at the right time
How can you provide top-tier customer service and engagement in a constrained environment?
An on-demand, drop-in solution
GuideVine Concierge Services provides experienced, professional customer support, on demand and ready to go..
The Concierge team serves as an extension of your company, quickly engaging every prospect that uses the discovery and matching platform, handling questions and meeting requests
Our team represents your company in the
best light and captures all information required to qualify a prospect promptly, accurately
Our team goes beyond prospect qualification to engage and nurture each prospect with personalized email communication campaigns (and phone where appropriate)
Our team is trained to treat prospects with respect and understand their needs. They don’t follow a canned script but respond flexibly to a call as it unfolds.
Our team make scheduling easier for your firm and the prospect. We handle the tedious back and forth to setup and manage initial meetings.