What is CopeCheck?
CopeCheck is an additional feature within CopeCart that allows you to pre‑qualify potential customers before jumping on a sales call. The goal is to give you early financial insights so you can focus your sales efforts on qualified leads and increase your overall conversion rate.
With CopeCheck, you gain access to insights such as:
Debt‑to‑income ratio
Credit score
Available credit limits
Overall credit liquidity of the consumer
This helps you make better, data‑driven decisions before investing time in a sales conversation.
Why CopeCheck is useful
Especially if you are running ads via Meta or other advertising platforms, CopeCheck helps optimize your entire funnel:
A lead form can be embedded directly into your ad flow
Financial information is collected before the sales call takes place
You gain early insights into which funding or financing options might be suitable for the lead
The result:
Higher conversion rates
Improved return on ad spend (ROAS)
Sales calls with better‑qualified prospects
Where to find CopeCheck in CopeCart
To access CopeCheck, follow these steps:
Log into your CopeCart dashboard
Navigate to the Operations section
Click on CopeCheck
You will then be redirected to the CopeCheck website.
Book a demo or get started directly
On the CopeCheck page, you have two options:
Book a demo
Schedule a call with the CopeCheck team to get a detailed walkthrough and discuss whether CopeCheck is a good fit for your business.Sign up directly
You can also register and start using CopeCheck on your own.
Pricing for CopeCheck
CopeCheck is a paid feature with a transparent pricing model:
$99 per month to embed the lead form
Additional usage‑based costs per data pull, depending on how often consumer data is retrieved
The investment is designed to help you increase efficiency, improve lead quality, and maximize your sales performance.
Conclusion
CopeCheck helps you focus on qualified sales calls, gain valuable financial insights upfront, and scale your business more efficiently.
👉 If you want to find out whether CopeCheck is the right solution for your business, we recommend booking a demo with the CopeCheck team.
If you have any questions, feel free to reach out to our support team at any time.