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