USE CASE · PROSPECT CONVERSION

You’re Filling Your Pipeline. Do You Know Who’s Ready to Convert?

Acquiring clients is expensive.

You know where your leads come from, what it costs to reach them, and how many make it to a first meeting.

But do you know which of them are actually ready to act?

Knomee helps you give prospects value before the first conversation and reveals what drives each decision, who’s ready to convert, and why now, so your advisors can prioritize the right prospects and say what each one needs to hear.

Know who’s ready. Know what to say.

Let’s Talk!
Knomee prospect dashboard ranking prospects by readiness tier and KQ score, with one prospect's KQ of 81 (ready), how quickly they will move, their Top Action and a personalized conversation starter

The next generation of prospecting starts with better insight.

Prospects don’t choose an advisor on returns alone. They choose the one who understands what they want their money to make possible.

Knomee gives prospects a guided discovery experience that feels nothing like an intake form, then turns their answers into a readiness score, a Top Action, and conversation starters in their own words.

A prospect's phone showing five completed Knomee discovery adventures, leading to their KQ readiness score of 81 and the advisor's Top Action

🎯 Know who’s ready to convert.

See each prospect’s intent, clarity, and readiness, so your team spends its time where it will pay off.

💬 Say what each prospect needs to hear.

Lead with their goals, values, and words instead of a generic pitch.

âš¡ Give value before the first meeting.

Prospects arrive having learned something about themselves, and ready to talk.

Let’s Talk!

Book a demo now