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  1. Surveys
  2. 2017
  3. February
  4. I
  5. Inside Sales Survey
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Questions marked with a * are required Exit Survey
 
 
* What province is the lead in?
 
 
 
* Is this a repeat prospect?
Yes
No
 
 
How recent is the lead
Less than 2wks 2-4wks 1-2mths More than 2mths
* Select:
 
 
How old is your child?
* Select:
-
 
 
 
* Is this the lead's first born?
Yes
No
 
 
If you answered no above, how many children are there in your household?
2 3 4 5+
Select:
 
 
 
If you answered no to Q5, do you have an existing RESP for any of your children?
Yes
No
 
 
 
* Did the prospect continue after the opening pitch?
Yes
No
 
 
 
If yes, were you able to sign the prospect up over the phone?
(part b) If no, did the prospect agree to meeting w/ a DR?
Yes
No
 
 
 
(If prospect didn't agree to meeting w/ a DR) Reason(s) why prospect not interested:
 
Already has an existing RESP
 
Hasn't heard of HEFI
 
More comfortable w/ bank
 
Cashflow shortage
 
Concern w/ fees (doesn't understand fees)
 
Concern w/ forfeited EAPs
 
Concern about low returns
 
HEFI doesn't have family plans
 
Prefers to have self directed RESP investment
 
Other