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Underdog Solutions

LET'S MAKE

MAGIC HAPPEN

Log your urgent incoming calls for NEW LEADS and assign them to the appropriate team member or division the easy way at Underdog Solutions! 

When a potential client rings the bell at Underdog Solutions, the intake specialist steps into the role of a “growth architect,” capturing the spark of a new lead before it cools. This isn’t just about answering a phone; it’s about making a high-impact first impression while maintaining strict operational efficiency. The goal is to strip away the fluff, identify the lead’s specific pain points, and quantify their needs. By acting as a sharp-eyed gatekeeper, the responder ensures that the prospect feels heard and valued, while immediately funneling the opportunity to the sales or onboarding team to close the deal.

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GET THE LEAD SCHEDULED & ASSIGNED

Collect the following information for the lead and click submit to give the Account Closing Specialist all of the information that they need to prep for the scheduled consultation. If the caller needs to speak with a closer right away, check for team availability ASAP. Don’t lose a sale. Once you have submitted this information, enter the lead into FUB & send the thank you for calling email confirming the meeting.

Please note: the contact form on this page is intended for current and prospective clients only. We do not accept solicitation submissions through this form. If you need to reach a specific team member, please identify them and connect directly. For all solicitation inquiries or vendor needs, you must contact us by phone at (919) 823-7924. Any unsolicited messages submitted through this form will not receive a response.