Welcome To Our
Referral Agent
Short Lead Submission Form

This internal form is exclusively for certified ConsultingAce Referral Agents.

If wish to contact us on another matter, please see our Contact Us page on this website.

New Agents, ensure you are cleared for compensation before submitting leads. To Register, Click Here if you haven’t.

Short link for this page: https://ConsultingAce.com/Leads

We appreciate your efforts in connecting us with potential clients who could benefit from our solutions.

When submitting leads, focus on warm contacts—those familiar with our services and interested in hearing from us. Feel free to include us in initial discussions if beneficial.

This form is for leads at various stages and can be updated as the lead progresses. Stored in a database, it enables efficient tracking. Your manager can guide you on form usage. While most questions are optional, detailed insights help us better prepare and assist you in serving the client effectively. If unsure about a required answer, input “I don’t know” for now and revisit it later.

    Note: * indicates a required field.

    **Your Information**
    Agent Full Name*:
    Agent Email*:

    **Lead Contact Information**
    Note: "Prospect" concerns the primary contact we will be working with and their primary location.

    Prospects Full Name*:
    Prospects Title/Position*:
    Other Key Contacts and their titles. Only list if will be in meetings (optional):
    Prospects Email*:
    Prospects Phone Number*:
    Prospects Phone Extension?
    Prospects Primary Company Name*:
    If the prospect owns more than one business that we will be working with, add other business names here:
    Prospects Company Website. If many only list the primary or a couple, we will get the rest as we move forward as needed*:

    **Primary Prospect Location Details**
    Prospects Country*:
    Prospects State/Provenience*:
    Prospects City:
    Prospects Time Zone*:
    If there are multiple locations, please indicate how many and where (state/city/country). If there are numerous locations, provide an approximate number and general areas if known. We'll gather more detailed information as we move forward.

    ***Three Qualifying Questions - If you dont know put IDK in the box but please try to get before meeting and for all future leads.***
    1. Approximate Number of Employees:
    2. Approximate Yearly Revenue:
    3. Do they Own Property? If so please describe:

    ***General Interest Questions***
    Explain a little about them and what they are interested in*:

    Anything else we should know?

    Thank you for your efforts in bringing potential clients to our attention. We greatly appreciate your support in connecting us with organizations that can benefit from our services.

    Confirmation Email: You should receive an email confirming our submission of this form. Sometimes messages may go to spam, so check there if you don’t receive an acknowledgment of this form within 10 minutes.

    SafeList: Also, you can safelist or domain consultingace.com and/or the email address customer-service@consultingace.com and andrewc@consultingace.com.