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? (Required.)

Part 1: The First Impression (Multiple Choice)
Select the best response for each scenario.

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2. A new customer opens with: “Hi... I’ve never done this before and I’m nervous.”
Which response is strongest? (Required.)

“Name and DOB?”

“Relax. There’s nothing to be nervous about.”

“Thanks for connecting today. What is your zodiac sign and question?”

“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.”

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3. To get the information you need while building trust, which approach is "Best"? (Required.)

“DOB?”

“To get a clear connection, send me your name, DOB, and the main question you want me to focus on first.”

“Please share your name and birthday.”

Wait for them to provide it without asking.

Keen First-Time Chat Advisor Quiz

Question Title

* 1. What email is associated with your Keen Advisor account? (Required.)

Question Title

* 2. A new customer opens with: “Hi... I’ve never done this before and I’m nervous.” Which response is strongest? (Required.)

Question Title

* 3. To get the information you need while building trust, which approach is "Best"? (Required.)

1. What email is associated with your Keen Advisor account? (Required.)

2. A new customer opens with: “Hi... I’ve never done this before and I’m nervous.”
Which response is strongest? (Required.)

3. To get the information you need while building trust, which approach is "Best"? (Required.)