With dozens of member agencies and multiple campaigns running year-round, NFCC needed to rethink its process to reduce drop-offs and improve the quality of the leads it generates.
Building on what we’ve learned about the users of NFCC’s financial counseling services through our multi-year collaboration, and an extensive review of the analytics around the intake process, we simplified the lead gen intake system for users. This increased the quality of leads being referred to the member agencies for services.
New Lead Gen Intake System
The new, single-flow system allows the user to select the level of service they seek. This helped improve the likelihood they would be properly routed through the agency locator. As a result, the NFCC member agencies are experiencing an increased rate of client intake, better lead quality and cleaner reporting.
The new system fully integrates with the existing NFCC customized round-robin lead system to evenly distribute referrals across agencies. It also now aligns with the appropriate reporting structures.
The entire system was built to enhance responsiveness, as more visitors access the NFCC’s website and make life-changing decisions from their mobile devices.