Guide to Scheduling Consultations with New Leads
Introduction
This guide provides step-by-step instructions on how to call and schedule consultations with new leads. The goal is to efficiently manage and organize appointments, ensuring no overlap or scheduling conflicts. By following this guide, you will be able to effectively communicate with leads and update their information in the system.
Step-by-Step Instructions
Locate New Leads
Begin by identifying the new leads you need to contact. These can be found in the "Leads from Instagram" tab within the Excel sheet.
Check and Confirm Time Zones
Before making calls, ensure that you consider the time zones of the leads. If it is too early in their local time, plan to call them at a later, more appropriate time. If the time zone is not listed, confirm it during the call and update the Excel sheet accordingly.
Dial the Lead’s Number
Use the OOMA system to dial the lead’s number.
Start the Call with a Warm Greeting
If the lead answers, begin the conversation with a warm and friendly greeting.
Explain the Purpose of the Call
Proceed to explain the reason for your call. Use the scripts provided to maintain consistency and professionalism.\
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INSERT SCRIPT
Confirm Appointment Availability
If the lead agrees to schedule an appointment, inquire about their availability. Before confirming, check the calendar to ensure there are no conflicting appointments.
Add Appointment to the Calendar
Once availability is confirmed, add the appointment to the calendar via the GHL system. Choose the correct type of consultation and ensure the date and time are accurate.
Align Time Zones
Ensure that the appointment time aligns with the lead's time zone, especially if they are in a different time zone from yours.
Update Lead Information in GHL & EXCEL
After setting up the calendar, update the lead’s information in the GHL system. Confirm and update their contact details, including their name, email, and time zone.\
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UPDATE THE EXCEL SHEET- WRITE IN THE DISPOSITION TAB “DATE -SCHEDULED- NAME”. FINALLY HIGHLIGHT GREEN.
Leave a Message if No Answer
If the lead does not answer, leave a voice message and send a follow-up text ( INSERT SCRIPT). Update the Excel sheet with the disposition as "VM" followed by your name.\
UPDATE IT BASED ON HOW THE CALL GOES AS WELL, FOR EXAMPLE, IF THEY HANG UP OR WOULD NO LONGER LIKE TO PROCEED.
Conclusion
By following these detailed instructions, you will be able to effectively schedule consultations with new leads. This process ensures that all necessary information is gathered and updated, leading to a streamlined appointment scheduling experience.