Guide to Handling Promise to Pay Calls

This guide provides a detailed process for managing "Promise to Pay" calls. These calls are intended for leads who have completed their consultation but have not yet enrolled in the program. The objective is to follow up with these leads systematically until they either enroll or are no longer viable prospects. This guide will outline the steps to efficiently manage these calls and update the records accordingly.

You need to call all the leads who have completed their consultation but have not enrolled yet in the Promise to Pay Tab

Each lead should be contacted a maximum of eight times before discontinuing attempts to reach them.

Prioritize those who have scheduled their enrollment for the day you are reviewing the sheet. Use the search function (Control + F) to find today's scheduled enrollments quickly.

Dial the lead's number using OOMA. Upon connection, greet warmly and proceed with the call's purpose.

If the lead agrees to enroll, process their enrollment immediately following the standard instructions. { Instruction in Sales Rep Videos}

After successful enrollment, update the status in the sheet to "enrolled" and highlight it in green.

Use Control + F to find the lead's name in the follow-up tab. Update the status to "enrolled," including the plan and your name.

\ Removing from Promise to Pay

Remove the lead from the "Promise to Pay" list to avoid duplicate calls.

If the call is not answered, leave a voicemail and send a follow-up text using the "Promise to Pay" template. Update the call attempt date and result in the follow-up tab.

Add to Onboarding Tab

\ Update the Opportunity in GHL.( Search info ( email or name), then move them to Sales 1 ) \ \ \ Conclusion

Following this guide, you will be able to effectively manage and execute "Promise to Pay" calls. By following up systematically and updating records accurately, you ensure that every lead is given the opportunity to enroll, thus maximizing potential enrollments and maintaining organized records.