Findings and Insights

Journey Starting Page

Form filling Process
Thank you Page
SMS
Call
Call Quality
Questions Asked
Follow Up message after call
Follow-up call
Retargeting Ads visible
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number
Form Filling
& Location)

01/06/2022 & Prathamesh Rane;

https://upstox.com/open-demat-account/?f=3NA7QR&gclid=Cj0KCQjw4uaUBhC8ARIsANUuDjVH0zXUAvIGsS9W2QpqV7tfM3I
Upstox
5:22pm 9082121307;Mumbai
 Communication received type
Thank You Page (Message & Screenshot) after filling the form (SMS,
Call, Whatsapp, Email etc)
 Time of first Follow Up message/
communication Time of Call Call Quality Questions Asked and communication
Received Feedback answers received
and Message after call?
 Screentshots and Msg in
Follow-up call Retargeting Ads Notifications received in Other Remarks
visible?
the process (in any)
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number
Form Filling
& Location)

01/06/2022 & Prathamesh Rane;

https://allinone.hdfcsec.com/lp/open-trading- Hdfc Securities
5:00 pm 9082121307;Mumbai
 Communication received type
Thank You Page (Message & Screenshot) after filling the form (SMS,
Call, Whatsapp, Email etc)

Hello Message to open

trading account & Complete
KYC Process. Call from
Executive,she will tell all plans
& benefits once account is
activated
 Time of first Follow Up message/
communication Time of Call Call Quality Questions Asked and communication
Received Feedback answers received
and Message after call?

01/06/2022 & 01/06/2022 & 1) Brokerage Plans.

Good
5:20 pm 5:15pm 2) KYC Documents
Follow-up call Retargeting Ads Screentshots and Msg in Notifications received
visible? in the process (in any)
Other Remarks
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number
Form Filling
& Location)

https://www.angelone.in/equity-trading-account

https://www.angelone.in/forex-trading-
account
https://www.angelone.in/commodity-
trading-account

https://www.angelone.in/future-and-options-trading-accoun
01/06/2022 & Prathamesh Rane;
Angel One
1:18pm 9082121307;Mumbai
https://www.angelone.in/margin-trading-facility

https://www.angelone.in/corporate-bonds

https://www.angelone.in/sovereign-gold-bond

https://www.angelone.in/tax-free-bonds

https://www.angelone.in/ncd
https://www.angelone.in/capital-gain-bonds

https://www.angelone.in/tax-saving-bonds
 Communication received type Time of first
Thank You Page (Message & after filling the form (SMS, communication Time of Call
Screenshot) Received
Call, Whatsapp, Email etc) and Message

Hi,Missed an opportunity?
Open free*Demat & IPO 02/06/22 &
account with Angel One & 0 11:12pm;
get brokerage for life on 03/06/22 5pm
equity delivery.T & C apply
 Follow Up message/
Call Quality Questions Asked and communication Follow-up call Retargeting Ads
Feedback answers received visible?
after call?

1) Brokerage Plans. 2) KYC

Process
 Screentshots and Msg in
Notifications received in the process Other Remarks
(in any)
 Form Field Details (e.g.,
Page/link on which lead was Name of the company Date & Time of Name, Mobile Number &
filled Form Filling
Location)

Prathamesh
06.03.2022 &
https://www.indiainfoline.com/open-demat-account?utm_source=website&utm_campaign=CTA_MenuBar
IIFL Securities Rane,9082121307 &
17:15pm Mumbai
Thank You Page (Message & Screenshot)
Communication received type Time of first
after filling the form (SMS, communication Time of Call Call Quality Questions Asked and answers
Received Feedback received
Call, Whatsapp, Email etc) and Message

Get all the markets related

information delivered to you
& Also get vouchers upto Rs 03.06.2022
5000 from leading brands 19:04
when you open a demat
account with IIFL Securities.
Follow Up message/
communication after Follow-up call Retargeting Ads
visible?
call?
Screentshots and Msg in Notifications received in the process (in any) Other Remarks
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number &
Form Filling
Location)

https://www.motilaloswal.com/open-demat-account/?SRC=Website&pd=our_services
06.03.22 & Prathamesh Rane;
Motilal Oswal
12:15PM 9082121307;Mumbai

https://www.motilaloswal.com/open-free-trading-account-online
 Communication received type
Thank You Page (Message & Screenshot) after filling the form (SMS,
Call, Whatsapp, Email etc)

Call/Whatsapp:
1) 1 Years
AMC Free/After 1 Yr Rs 999/-
per year 2)MO Genie for
Fast Services & query
resolution 3)Rs 2000
Discount Voucher
4) Personal Equity Advisor
5) Free Scratch Card
received from Rs 10 to Rs 10k
6) Health Insurance
Benefits on Keeping Margin of
Rs 25,000 for 1 Month after
Account Opening & Free AMC
for all preceding years
Time of first communication and Time of Call Call Quality Questions Asked and answers
Message Received Feedback received

1) Brokerage Plans
04.06.2022 2) Account Opening Charges
04.06.2022 & 12:45pm Good
1:00pm 3) Other Benefits?
4) AMC Charges?
Follow Up message/
communication after Follow-up call Retargeting Ads
visible?
call?
Screentshots and Msg in Notifications received in the process Other Remarks
(in any)

The first Link does not

have Maharashtra State
listed
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number
Form Filling
& Location)

04/06/2022 & Prathamesh Rane;

https://www.sharekhan.com/demat/open-demat-account
Sharekhan
9:22 am 9082121307;Mumbai
 Communication received type
Thank You Page (Message & Screenshot) after filling the form (SMS,
Call, Whatsapp, Email etc)
 Time of first Follow Up message/
communication Time of Call Call Quality Questions Asked and communication
Received Feedback answers received
and Message after call?
 Screentshots and Msg in
Follow-up call Retargeting Ads Notifications received in Other Remarks
visible?
the process (in any)
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number
Form Filling
& Location)

04/06/2022 & Prathamesh Rane;

https://hello.geojit.com/#/login Geojit
9:42 am 9082121307;Mumbai
Thank You Page (Message & Screenshot)
Communication received type Time of first
after filling the form (SMS, communication Time of Call Call Quality Questions Asked and
Received Feedback answers received
Call, Whatsapp, Email etc) and Message
Follow Up message/ Screentshots and Msg in
communication Follow-up call Retargeting Ads Notifications received in
visible?
after call? the process (in any)
Other Remarks
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number
Form Filling
& Location)

04/06/2022 & Prathamesh Rane;

https://signup.jmfonline.in/open-demat-account/JM Financial
9:46 am 9082121307;Mumbai
Thank You Page (Message & Screenshot)
Communication received type Time of first
after filling the form (SMS, communication Time of Call Call Quality Questions Asked and
Received Feedback answers received
Call, Whatsapp, Email etc) and Message
Follow Up message/ Screentshots and Msg in
communication Follow-up call Retargeting Ads Notifications received in
visible?
after call? the process (in any)
Other Remarks
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number
Form Filling
& Location)

04/06/2022 & Prathamesh Rane;

https://www.marwadionline.com/open-demat-account/
Marwadi Online
9:52 am 9082121307;Mumbai
Thank You Page (Message & Screenshot)
Communication received type Time of first
after filling the form (SMS, communication Time of Call Call Quality Questions Asked and
Received Feedback answers received
Call, Whatsapp, Email etc) and Message
Follow Up message/ Screentshots and Msg in
communication Follow-up call Retargeting Ads Notifications received in
visible?
after call? the process (in any)
Other Remarks
 Form Field Details (e.g.,
Page/link on which lead was filled Name of the company Date & Time of Name, Mobile Number
Form Filling
& Location)

04/06/2022 & Prathamesh Rane;

https://www.5paisa.com/open-demat-account 5 paisa
9:51 am 9082121307;Mumbai
Thank You Page (Message & Screenshot)
Communication received type Time of first
after filling the form (SMS, communication Time of Call Call Quality Questions Asked and
Received Feedback answers received
Call, Whatsapp, Email etc) and Message
Follow Up message/ Screentshots and Msg in
communication Follow-up call Retargeting Ads Notifications received in
visible?
after call? the process (in any)
Other Remarks