Aspire Expense Reduction Lead Submission

Prospect First Name*

Prospect Last Name*

Prospect Cell Number*

Prospect Email*

Prospect's Company Name*

Prospect Job Title*

Prospect Notes*Please provide as much information about the prospect as you can. The more information you supply, the better the chance of closing your deal(s)

Initial Presented Program*

Is Your Prospect a Decision Maker In Their Organization?*

Yes
No
I Don't Know

Prospect Status*

Referring Advisor First and Last Name*

Referring Advisor Email*

Referring Advisor Cell Phone*

All-In-Optional Service; Please Read Carefully

Many Blue Coast Advisors have expressed an interest in having our AER Directors of Business Development (Currently Scott Wiederhold and Neil Evans) walk their prospective clients through the wide portfolio of the Blue Coast services, and we are making these BDDs available to do so as a new, optional service. If you wish to elect this special program, the BDDs will personally take over the responsibility of moving your prospective clients through the various and appropriate Blue Coast programs for you! For this service, the BDDs will register leads for all programs other than Aspire Expense Reduction and they will pay you 50% of any commissions on an ongoing basis for life of a client’s agreement with our subject matter expert teams. These would include, but not limited to; ShipStore, Rellevate, CSI, Growth Management, etc.

Do you wish to participate in the “All-In” Program?
*

If you wish to participate in the new, "All-In" Service, type your initials here:

Schedule a free presentation with your Director of Business Development

Help Businesses While You Make Money!

Aspire Expense Reduction Business Development Directors will present up to five expense-reduction programs to your prospects at no cost to you, the Advisor:

Submit Your Prospect Here

The Process

1. Coordinate and book a call with your prospect on the calendar

2. We will present up to five programs to your prospect

3. We will send all required documents and requests, follow up with prospect and "pre-close" them for you!