New Lead
We’ve received this referral and it’s now in our system. We haven’t connected with the consumer yet.
Do Not Call
The consumer asked us not to contact them anymore by phone.
Invalid
The phone number or email we have is not correct, so we can’t reach them.
Attempting Contact
We are trying to reach the consumer by phone, text, and email. We will continue to reach out to the consumer via phone minimum of 8 attempts.
Interview Scheduled
The consumer has an appointment set with a counselor.
Missed Appointment
The consumer had an appointment, but did not attend and did not reschedule. We will continue to reach out to the consumer via phone minimum of 8 attempts.
Follow-Up
We’ve made several attempts to reach the consumer. They had scheduled an appointment but didn’t attend. We’re continuing to follow up through phone, text, and email to reconnect and reschedule.
Evaluation Completed
The consumer has received and completed their free credit evaluation. At this stage, they have not yet enrolled in the coaching program, but we’ve provided them with their personalized recommendations and next steps.
Evaluation Complete – Contact in 30 Days
The consumer completed the credit evaluation. We will check in again as they are looking to sign up within the next 30 days.
Evaluation Complete – Contact in Future
The consumer completed the credit evaluation. COnsumer is not ready now, but asked us to reach out at a later date.
Evaluation Complete – Debt management Program
The consumer completed the credit evaluation. Consumer is enrolled in a debt management plan or is exploring one based on his/her current financial situation.
Evaluation Complete – Education Provided
The consumer completed the credit evaluation. We provided education and tools, and the consumer will work on his/her own credit.
Evaluation Complete – Opt Out
The consumer completed the credit evaluation and chose to stop receiving our communications.
Evaluation Complete – Not Interested
The consumer completed the credit evaluation and told us they are not interested.
Evaluation Complete – Working with CR
The consumer completed the credit evaluation and told us the he/she is working with a credit repair compnay.
Terms & Conditions Sent
The consumer is moving forward. We sent the necessary T&C documents, and we’re waiting for consumer signature.
Cold Storage – Unreachable
We tried multiple times but could not reach the consumer.
Enrolled
The consumer officially joined the Starting Now program and he/she is working with a counselor.
Milestone Reached
The client hit an important step – for example, score improvement, debt paid, or item resolved. This is the PERFECT TIME to reach out to your client as they are close to reaching their goal.
Goal Reached
The client achieved their final objective – such as mortgage-ready, improved credit score, or financial goal. Make sure to reach out to your client.
Freeze
The client has paused his/her program. We will not move forward until he/she is ready again.
Cancel
The client asked to cancel the program completely.
Cold Storage – Spoke To
We spoke with the consumer, but they are not ready to move forward at this time. We’ll check in later.
Cold Storage – Didn’t Speak To
We were unable to connect after multiple attempts. For now, the consumer has been moved to cold storage, but we can revisit later if needed.
