Guide to Calling Clients for Next Day Appointments

This guide aims to assist you in effectively calling clients to remind them of their appointments scheduled for the next day. The primary goal is to ensure that clients are prepared for their personal credit-free consultation by having their credit monitoring ready and providing the necessary logins before the appointment. This guide will walk you through the steps to achieve this.

Begin by identifying all the leads that are scheduled for the next day. For instance, if today is Saturday, focus on calling the appointments scheduled for Sunday. This task applies specifically to personal credit-free consultations AND OFFICE CONSULTATIONS.

The purpose of the call is to remind clients to have their credit monitoring reports ready before their appointment. This is crucial for a smooth credit analysis process.\ \ IF THE CLIENT DOESN’T ANSWER LEAVE A VOICE MESSAGE

In your communication, request that clients send their logins for credit analysis before their scheduled time. This ensures the analysis can be conducted efficiently.

clients to sign up for Identity IQ using the link attached to their appointment reminder message. This can be sent via text message IN GHL.

If clients mention they already have credit monitoring services like MyScoreIQ, SmartCredit, Credit Hero, or MyFreeScoreNow, there is no need to sign them up for Identity IQ. However, if none of these options are in place, strongly recommend Identity IQ.

By following this guide, you will be able to efficiently remind clients of their appointments and ensure they are prepared with the necessary credit monitoring setup. This preparation helps facilitate a seamless credit-free consultation experience.