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!

Here's why our clients are satisfied:

"After my assistant was in Gina's program for two weeks, I noticed a huge spike in scheduled appointments. After four weeks, my calendar was completely full. It got to the point where I had to tell my lead customer service rep to slow down just a little bit because I could not keep up with our success. We saw a definite increase in our appointments and an increase in our conversions once we met with people. It was a great opportunity for me to get face-to-face with past clients I had not seen in years."
Rene Nelson
Western Mortgage Brokers
Eugene, OR

"Gina took two of our employees, neither of whom had any telemarketing experience, and turned them into confident, appointment scheduling machines. The systems she developed helped us expand our prospect pipeline tenfold."
Chad Rosenberg
Rosenberg & Parker
King of Prussia, PA

"Gina taught my new assistant all about booking AND organizing my busy practice. I would recommend Gina to anyone in this business. In fact, I told our leaders at London Life that Gina should speak to our top advisors at our next Forum."
Whitney Hammond
Sovereign Wealth Management
Burlington, Ontario

Agenda

All calls are one hour

Call #1 (Business Owners and Marketing Coordinators)

  • 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

Call #2 (Marketing Coordinators)

  • 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

Calls #3, 4, 5 (Marketing Coordinators)

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

Call #6 (Business Owners)

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

Call #7 (Marketing Coordinators)

  • Review progress; discuss obstacles
  • Continue role-playing

Call #8 (Marketing Coordinators)

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

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