FAQ
Q & A for Appointment Making
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Is there a minimum criteria for your appointments?
Yes, all of our appointments come with minimum criteria - see relavent page for details.
Do you have a replacement guarantee?
We will replace or rebook if the client cancels or is not at the agreed place at the agreed time.
Is appointment making outsourced or do you make them internally?
All our appointments are generated in our UK call centre.
How far in advance do you book?
We will book your appointment approximately 1 week in advance.
Will you work with my Diary?
Yes. We will follow your diary specifications.
Do you have anyone in the office with financial services experience?
All appointments are vetted by a member of staff who has had 10 years of experience working in financial services.
When would I be expected to pay?
We take payment when we start appointment generation.
Q & A for Data
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How old is the data you provide
Maximum of 6 months (latest survey only).
Is the list provider at liberty to supply this list to who ever they wish?
We will not supply the same data to anyone else for a minimum of 12 months in the same industry.
Do you replace incorrect data?
We will replace number not recognised, gone-aways and any deceased records without quibble.
Is the list TPS screened?
Yes.
