Welcome To Our
Referral Agent
Lead Submission Form

This form is for internal use only and is used by our referral agents to submit leads. If you are not a certified ConsultingAce, please use other forms on our site for contact. All new Aces, remember to be compensated; you must be cleared before submitting a lead here. To Register Click Here. We appreciate your work in connecting us with potential clients who could benefit from our solutions.

Remember, only warm leads should be submitted, and they are the only type that will be processed. A warm lead means you have contact with them, and they know about the services, would like to hear from us, and if they like what they hear, they will most likely start the service. Your insights will allow us to better serve your people and organizations.

Please provide the following details:

    Note: * indicates a required field.

    **Your Information**

    Associate Full Name*:
    Associate Email*:
    Associate Phone Number*:

    **Lead Contact Information**

    ==Primary Contact==
    Prospects Full Name*:
    Prospects Email*:
    Prospects Phone Number*:
    Prospects Phone Extension?
    Prospects Company Name*:
    Prospects Title/Position*:
    Prospects Company Website*:
    Prospects Country*:
    Prospects Business Address:
    Prospects City*:
    Prospects State/Provenience*:
    Prospects Zip Code:
    Prospects Time Zone*:
    Prospects LinkedIn Profile URL (i.e. https://www.linkedin.com/in/consultingace/):

    Secondary Contacts? If others need to be included, please add their information here. Please consider leaving First/Last Name, Title, Email, phone and other information as needed.

    **Lead Details**

    Would you like for us to*:

    Select Services Of Interest. (Select All That Apply)*:

    Is there a particular service they would like to start with*? If yes, list it here:

    On a scale of 1 to 10, with 10 being the most enthusiastic, what number would you assign to the prospects' interest level*?

    Please describe your relationship with the prospect*:

    Tells us about their pain points, why they are interested, and anything else you can share about them or want us to know that can help. (Pain points, interests, goals, hobbies, family, passion projects, books, sports, etc.)

    ******Per Service Questions******
    Providing additional information can be valuable when your prospect expresses interest in a service. While these answers are not mandatory, if you can provide them, please take a moment to fill out the following questions. If not, rest assured that we'll gather these details during the introductory meeting. Your cooperation is greatly appreciated.

    == USA Government Tax Incentives and Credits ==
    Remember, you should submit this lead to us to ensure you get compensated, but your prospect can use the calculator to see if they qualify and then sign up directly. If you need us or the service provider to speak with them, please provide the following:
    Do They Own Property?
    If yes, describe:
    About How Many Employees Do They Have?

    == Merchant Services & Credit Card Processing Cost Reduction Service ==
    Remember, you can submit this lead directly with 1-3 of the most recent merchant processing statements. If the business experiences seasonal variations include at least one statement from that period.
    What is their estimated annual card volume processed (Merchant Services $125k/yr minimum. Stripe, Square, etc. 2Million/yr minimum)?:

    == Commercial Accounts Payable Optimization & Automation ==
    (Minimum to qualify: $10 Million or more in yearly accounts payable)
    Approximant Annual Revenue:
    Approximant Yearly Accounts Payable Spend:
    Current ERP System:

    == Employee Payroll Optimization & Automation ==
    How Many Employees? (250 Minimum):
    Approximate Payroll Spend:
    Current ERP Software System:

    == Shipping Integration & Optimization ==
    (Minimum to qualify: ship more than 200 packages a day or spend 2M+/yr)
    Current ERP Software System:
    Current Shipping Software:
    What carrier(s) do they primarily use?
    Estimated Annual Shipping Spend:
    About how many packages are shipping on average per day?
    What do they ship? (check all that apply):

    == Medical Insurance Underpayment Recovery ==
    Type of Medical Facility:
    What are the approximant gross receipts with the top 3 insurers ($2M/yr minimum):

    == Uniform & Linen Rental & Laundry Cost Reduction & Recovery Service ==
    Do they rent and/or launder?
    Are their uniform & linen rentals over $100k/yr?
    If No or don't know, what is the level, and explain:

    == Employment Screening, Drug & Alcohol Testing ==
    Generally, describe what they need:
    About how many screens and/or tests do they want to be done per month?
    Do they want instant test kits?
    Do they want someone to come to them to perform tests?
    Do they want to send their people to a location?

    == Strategic Consulting Services ==
    Generally, describe what they are seeking and their pain points:
    Is there 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.