Pipelineapp.io
IT Services and IT ConsultingTexas, United States2-10 Employees
Pipelineapp.io is a small IT services and IT consulting firm based in Plano, Texas. It targets financial services firms, offering a quick, self-guided assessment that diagnoses lead-generation and sales-process performance. The 16-question evaluation takes about 3.5 minutes and yields an instant diagnostic along with a personalized video that outlines recommended improvements rooted in industry best practices from Accounting Today, the Financial Planning Association (FPA), Hinge Research Institute, Kitces, and others. The assessment focuses on four common sales-funnel problems: difficulty generating leads without constant activity, losing leads that arenโt ready to engage, conversations dominated by price shoppers or free advisors, and follow-ups that fail to convert. It offers a research-backed Financial Services Lead-Gen Scorecard designed to help owners and partners quickly identify whatโs working and what should be improved.
1-888-653-2347 
support@leadiq.com 
