Lead Score Attributes for Merchant Cash Advance
Prioritize fundable business leads and improve approval rates by monitoring these attributes during every MCA sales call.
- Business Funding Need – Is the caller actively seeking immediate working capital?
- Time Sensitivity – Are they under time pressure to access funds quickly?
- Use of Funds Stated – Mention of payroll, inventory, expansion, emergencies, etc.
- Monthly Revenue Shared – Did the lead disclose average monthly or annual revenue?
- Time in Business – Did they mention operating history (e.g., 6+ months)?
- Industry Fit – Does the business fall under fundable or restricted industries?
- Bank Statement Readiness – Are documents like statements or voided checks ready?
- Debt Disclosure – Any mention of existing loans, MCAs, or lien positions?
- Daily Balance Awareness – Does the lead seem aware of their cash flow capacity?
- Openness to Share Info – Willingness to provide bank info, revenue, or EIN?
- Tone of Voice – Confident, cooperative, defensive, skeptical, or evasive?
- Clarity of Questions – Did they ask about factor rates, terms, or payback schedule?
- Callback or Doc Send Requested – Email or phone follow-up requested for next steps?
- Expressed Readiness to Proceed – Clear signal to move forward or explore offers?
- Referral / Repeat Mention – Have they applied before or were they referred?
Merchant Cash Advance
agent metric attributes that drive conversions
🎯Lead Scorecards
Clear offer breakdown and confident qualification set the stage for conversions.
- • Factor rate, holdback %, and term explained
- • Qualification via revenue, age, industry, account health
- • Fluent and assertive delivery
💬 Agent Performance Insights
Focused delivery with active listening drives rapport and lead control.
- • Identified pain points and needs
- • Courteous, firm, and unscripted tone
- • Maintained flow despite objections
🔄Competition Handling
Skilled rebuttals and credibility reinforcement win tough objections.
- • Confidently handled high-rate comparisons
- • Effective pushback to objections
- • Shared trust-building proof (e.g., 1,000+ funded)
📋 100% Compliance Audits
Honest, upfront communication fosters trust and reduces risk.
- • Cost, frequency, and payback explained
- • Consent and call recording disclosed
- • No misleading or inflated claims
🔁 AI Follow-up Emails
Clear next steps and follow-up ensure progress and close potential.
- • Sent docs, link, or scheduled next step
- • Attempted to close or lock the offer
- • Follow-up time confirmed
Price Package
Pay As You Go
Transform your sales force with cutting-edge CI-powered enablement and training programs.
$10/hour of analyzed calls
Growth
Scale your sales enablement and training strategies across customer-facing teams.
$8/hour of analyzed calls
Enterprise
Expand your capacity to train salespeople and drive higher win rates faster.