Keen First-Time Chat Advisor Quiz This assessment is designed to help Advisors evolve from a "Transactional" mindset to a "Transformational" one, specifically focusing on the high-impact behaviors that drive amazing first time chats.Goal: Master the art of the First-Time Chat with New-to-Keen customers to improve your customer conversion. Question Title * 1. What email is associated with your Keen Advisor account? Part 1: The First Impression (Multiple Choice)Select the best response for each scenario. Question Title * 2. A new customer opens with: “Hi... I’ve never done this before and I’m nervous.” Which response is strongest? “Name and DOB?” “Hi, welcome! I’m glad you’re here. I’ll guide you through it. Please send me your first name, DOB, and the question you’d like me to focus on first.” “Relax. There’s nothing to be nervous about.” “Thanks for connecting today. What is your zodiac sign and question?” Question Title * 3. To get the information you need while building trust, which approach is "Best"? Wait for them to provide it without asking. “Please share your name and birthday.” “DOB?” “To get a clear connection, send me your name, DOB, and the main question you want me to focus on first.” Next
