Appointment Reminder Call Guide for Scheduled Leads
Introduction
This guide outlines the process for making reminder calls to leads scheduled for appointments. The goal is to ensure that all necessary steps are followed to prepare the lead for their consultation, whether it involves personal credit, business credit, or office consultations. By following this guide, you will ensure all leads are properly reminded and prepared for their appointments.
Step-by-Step Instructions
Call Leads 30 Minutes Before Appointment
Every lead scheduled for an appointment must be called 30 minutes before their scheduled time unless they have already confirmed their attendance or provided the necessary information beforehand.
Personal Credit Consultation Preparation
For a personal credit-free consultation, remind the lead to have their credit monitoring ready to access a three-bureau credit report. Explain that the report is needed for analysis during the consultation to help determine the best way to fix their credit report.
Identity IQ Sign-Up
If the lead does not have credit monitoring, recommend signing up with Identity IQ for a $1 seven-day trial. The link for this is included in their appointment reminder sent via text message.
Business Credit Consultation Reminder
For business credit-free consultations, simply call the lead to remind them about their appointment and ensure they are ready.
Leave a Voice Message if No Answer
If the lead does not answer, always leave a voice message. Additionally, send a follow-up text message with a reminder and any necessary instructions.
Update Call Status in the Sheet
After the call, update the call status in the sheet. Possible statuses include answered, voicemail, no answer, rescheduled, or cancelled.
Record Specific Status Details
- If a voicemail was left, record it as "VM-your-name".
- If the lead confirmed their appointment over the phone and their credit monitoring logins are ready, record it as "ready-your-name".
- If the lead is just about to sign up, record that they will be ready.
Reschedule Information
If the appointment was rescheduled, note the new date and mark it as "reschedule".
Office Consultation Confirmation
For office consultations, confirm if their credit monitoring logins are available in addition to confirming their appointment readiness.
Conclusion
By following these instructions, you will ensure that all leads are adequately reminded about their appointments and are prepared with the necessary information. This will facilitate a smooth consultation process and enhance the overall effectiveness of the appointment.