Welcome To Our
Referral Agent
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.

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.

    Please provide the following details:
    "*" denotes a required field.

    **Agent Information**

    Referral Agent Full Name*:
    Referral Agent Email*:
    Referral Agent 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 Time Zone*:
    Prospects Business Address:
    Prospects City:
    Prospects State/Provenience:
    Prospects Zip Code:

    Prospects Full 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**
    What Should We Know*? Please provide us with relevant details about your current stage in the process. Include what the organization does and any information you believe is crucial for us to know. Be specific and thorough in your response.

    Please describe your relationship with the prospect*:

    If known, choose the services they qualify for and may find useful. (Select all that apply):

    Is there a service or services they are most interested? 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?

    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.)

    ******Optional 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.

    == 1 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?

    == 2 Merchant Services & Credit Card Processing Cost Reduction Service ==
    Remember, you can submit this lead directly with 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.:
    Who are they using?

    == 3 Commercial Accounts Payable Optimization & Automation ==
    (Minimum to qualify: $10 Million or more in yearly accounts payable)
    Approximate Annual Revenue:
    Approximate Yearly Accounts Payable Spend:
    Current ERP System:

    == 4 Employee Payroll Optimization & Automation ==
    How Many Employees? (250 Minimum):
    Approximate Payroll Spend:
    Current ERP Software System:

    == 5 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):

    == 6 Telecommunications (Internet & Phone) Optimization and Cost Reduction ==
    Remember, you can submit this lead directly with 3 of the most recent monthly statements or work to set a meeting.
    Who Are They Using:
    What Do They Spend:

    == 7 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:

    == 8 Medical Insurance Underpayment Recovery ==
    Type of Medical Facility:
    What are the approximate gross receipts with the top 3 insurers ($2M/yr minimum):

    == 9 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?

    == 10 Business Loans ==
    Generally describe what they are seeking. If possible list what type, SBA, Equipment, Line of Credit, etc.:

    == 11 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.