Due to the volume of leads submitted, we have Best Practices for a successful experience with this service and our team. Please read the points below before submitting your lead.
We are ONLY accepting leads meeting the following criteria:
Minimum of 20+ employees
All employees cannot reside in Georgia, Idaho, North Dakota, or the US territories. (Debt resolution is not available to residents of these states and territories.)
For your lead submission to be approved, your prospect must be a warm relationship with a decision-maker at the corporate level with whom you can easily schedule a discovery call with your prospect and the My Debt Navigator sales team. LinkedIn connections are not considered warm relationships.
Once your lead is approved, generally within two business days of submitting it, you will receive a Next Steps email. The Next Steps email includes instructions and a calendar link to schedule your Discovery Call with Rob Marcovitz and your prospect.
The approval process includes verifying that we are not currently in process with the prospect, that the qualifications are met, and that the prospect entered on the form is a corporate decision-maker.
Due to the volume of this service, we encourage you to schedule a Discovery Call with your prospect within two weeks after your lead is approved. This does not mean the Discovery Call must be conducted within two weeks; it just needs to be scheduled.
If the client has over 200 employees, I understand that Jessie Terry, our Implementation Director, will automatically assist with the rollout and implementation for the client. Learn more about Jessie Terry
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