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Enhanced Client Acquisition Process for New Leads

This flow enhances client acquisition by optimizing external lead sources, approved scripts, and warm transfer process. It includes list acquisition models, scrubbing & suppression, confirmation calls, DNC compliance, and results reporting.

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Enhanced Client Acquisition Process for New Leads

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  1. AWI New Client Generation Process Flow AWI callcenter External Lead Sources > Non-brand offer > Approved scripts • w/incentive • w/o incentive Online DM Phone Center Other Apply external list acquisition model AWI Scrub & Suppression Passed records Warm Transfer Client call center Confirmation call > DNC > Selects > Client Dupes Unused records from lower deciles Not interested Results reporting Not interested at this time Age for re-contact

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