Lead Qualification for Credit Unions

Lead Qualification for Credit Unions

Qualify prospective members with clarity.

Qualify prospective members with clarity.

You're stuck, we can help

You're stuck, we can help

01

You're struggling with

Eligibility confusion, wasted inquiries, low conversions.

You're struggling with

Eligibility confusion, wasted inquiries, low conversions.

What needs to change:

Credit unions waste energy on ineligible prospects. Our qualification system clarifies eligibility early and nurtures the right people.

What needs to change:

Credit unions waste energy on ineligible prospects. Our qualification system clarifies eligibility early and nurtures the right people.

02

02

We can help with

Lead Qualification That Strengthens Member Growth

We can help with

Lead Qualification That Strengthens Member Growth

How?

Eligibility checkers, qualification flows, and nurturing.

How?

Eligibility checkers, qualification flows, and nurturing.

03

Lead qualification for credit unions that clarifies eligibility and grows members.

Lead qualification for credit unions that clarifies eligibility and grows members.

Cleaner pipeline

Cleaner pipeline

Cleaner pipeline

More Eligible Members

More Eligible Members

More Eligible Members

Higher Adoption

Higher Adoption

Higher Adoption

We've helped other

We've helped other

Credit Unions

Credit Unions

companies

companies

with their

with their

Lead Qualification

Lead Qualification

needs!

needs!

Step 1

Define eligibility criteria.

Step 2

Build online member qualification tools.

Step 3

Route eligible prospects into onboarding.

“Our new eligibility tool doubled qualified membership applications.” — Marketing Manager

Daniel Moretti

Managing Partner at Flux Arrow Credit

“Our new eligibility tool doubled qualified membership applications.” — Marketing Manager

Daniel Moretti

Managing Partner at Flux Arrow Credit

“Our new eligibility tool doubled qualified membership applications.” — Marketing Manager

Daniel Moretti

Managing Partner at Flux Arrow Credit

Book a Free Lead Scoring Strategy Session today!