Self-Registration Lead Protection

Self Registration Lead Protection

• AEs get credit for Self Registrations that sign up and convert if there's sales activity within the past 6 months.

• AE gets credit for Self Registrations that sign up after a sales call using a self-registration link and convert to paying members.

• Check & Balances: When a new member self-registers, Member Services checks to see if the following AE activity has occurred within 6 months (this list is subject to change and it will updated accordingly):

• Outbound effort

• PhoneBurner

• Board Seat Inquiry

• Advisory Board Inquiry

• Advisory Cloud Board Opportunity

• AdvisoryCloud | Board Seat Inquiry

• AdvisoryCloud: Board Seat Inquiry

• AdvisoryCloud; Board Seat Inquiry

• Advisory Board Follow Up

• Advisory Cloud Follow Up

• If there is activity within 6 months that meets the above criteria, Member Services will change the Salesforce record to Close After Contact to ensure the AE gets credit for the sale.