FAQs

Click “Sign Up” on the homepage, or call toll free 888-882-0613 to get started.
There is no contract. We provide our services month-to-month, and you can stop at any time.

a. We will assign each of your team members a personal Business Development Assistant. These BDA's will serve as your point person, interacting with our team of analysts, who will take charge of your your lead and referral generation projects and weekly requests.

b. Your BDA will schedule a 20-minute onboarding call with you. At this time, we’ll ask you a series of questions about your business and the market you want to prospect. From this, we will set up research filter guidelines to prospect within.These custom filters can be changed on a report at any time.

c. You will then be assigned a user name and password. Your BDA will walk you through our custom online dashboard for ease of ordering and we'll get your prospect pipeline filled with requests.

a. 48-hours. We can rush same-day reports on a limited basis, but many of our clients will stack their requests based on their upcoming week's schedule.
a. Great! We can securely work with any CRM for your team’s most efficient experience. Please ask about what we’re doing for other sales forces.
a. Yes. An account can be shared by multiple sales people, each having a unique ID and password.

All of our systems are 100% secured with the latest anti-intrusion and data-protection technology. We're also happy to sign NDA's.