GUIDEVINE CONCIERGE SERVICES

Boost Your Funnel 

Qualify more leads, generate more meetings, and close business faster with the power of GuideVine Concierge Services

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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

 
 
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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..

Features


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Timely Engagement

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

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Qualification

Our team represents your company in the
best light and captures all information required to qualify a prospect promptly, accurately
and completely.

 
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Email Nurturing

Our team goes beyond prospect qualification to engage and nurture each prospect with personalized email communication campaigns (and phone where appropriate)

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Personalized

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.

 
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Scheduling

Our team make scheduling easier for your firm and the prospect. We handle the tedious back and forth to setup and manage initial meetings.