How do I cancel or reschedule a consult?
If a prospect asks you to cancel or reschedule their scheduled call before the call time all you need to do is put the request into the Sales Support Slack channel.
If a prospect asks you to cancel or reschedule their scheduled call on the call, complete the post consult form and put the request into the Sales Support Slack channel.
The support team will process these requests.
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Pre Consult Confirmation Call Script
FOUNDER: Hello SAM: Hey [Founder Name], it’s [Your Name] with Outsourced Doers, how are you doing? FOUNDER: I’m well thanks. SAM: Great! I’m just calling because you booked an Outsourcing Call with us for tomorrow to look at bringing on a virtual ...
How to complete the Post Consult Form
1. In Infusionsoft, open ‘Forms’ in the contacts toolbar view 2. Click the ‘Internal Forms…’ drop down and select ‘[OD] Post Consult Form’ 3. Click ‘Fill Out Form’ 4. Update any Application Form details for the client if necessary 5. Under the ‘Call ...
What is the pre-consult process?
There is a direct correlation between your Show-Up Rate and your Monthly Sales and Commissions… Your goal is for your Show-up Rate to hit 60%+ (and exceptional SAMs can hit 70%+). Follow the steps below: Your prospects are also put into a automated ...
What Ads do Founders see to book a consult?
There are a range of Ads your Founder may see on Instagram, Facebook and YouTube. They’re always changing and being updated but our most popular video ads are below: Short Facebook Ad (Arthur) V1 and V2 Short Facebook Ad (Bingo) and V2 and V3 Short ...
What if I have a no show?
Call the Founder 1 minute before the top of the hour (Example: 10:59 AM PST) Don’t Leave Voicemail Double Dial (Immediately Call Back if No Answer) Don’t Leave Voicemail Send text message Hey [Founder Name], [Your Name] here with Outsourced Doers. ...