The Revenue Resource

If you want to improve the quality and consistency of your appointment scheduling, The Revenue Resource is for you. In a series of eight, one-hour teleconference calls, advisors and marketing coordinators learn how to schedule more appointments with quality prospects and clients. With interactive techniques and role-playing, Gina Pellegrini helps marketing coordinators improve their telephone skills. After completing the teleconference series, your marketing coordinator can average five more appointments per week!

Agenda

Business Owners and Marketing Coordinators — 1st call (1 hour)

  • Clarify business owner’s role and expectations for appointment scheduling
  • Create an Ideal Week for appointment stream
  • Explain value of check-in calls
  • Examine ways to increase referrals/Centers of Influence
  • Prepare/explain call lists; establish communication process; build accountability
  • Determine number of calls per day

Marketing Coordinators — 2nd call (1 hour)

  • Explain tracking dials
  • Demonstrate how and when to leave messages
  • Schedule time slots for telephone calls
  • Discuss overcoming objections, getting past gatekeepers, etc.
  • Explain importance of keeping notes in database
  • Review phone scripts; prepare for role-playing

Marketing Coordinators — 3rd, 4th, 5th calls (1 hour each)

  • Review calling results
  • Identify obstacles to appointment scheduling
  • Role-play with existing clients, referrals, seminar follow-ups, cold calls, etc.

Business Owners — 6th call (1 hour)

  • Recap progress of program
  • Review strategies for staying on track
  • Discuss any obstacles re. client base or marketing coordinator's results

Marketing Coordinators — 7th call (1 hour)

  • Review progress; discuss obstacles
  • Continue role-playing

Marketing Coordinators — 8th call (1 hour)

  • Review progress
  • Discuss new marketing ideas for and from marketing coordinators

Marketing Coordinator's Accountability

  • Send weekly numbers to Pellegrini Team Consulting, beginning after the first call

For more information, call us at 952-829-5300.