Appointment Setting Process
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Our agents will conduct a discovery call to understand the company's offerings and sales process. They will then make up to 7 attempts to contact online leads, and if reached, confirm details and transfer the lead to scheduling to request an in-person appointment within 72 hours. Appointments will be entered into a shared scheduling portal to avoid double booking, and both the customer and contractor will receive email confirmations.
Appointment Setting Process
- 1. DISCOVER CALL A P4P Agency Account Services representative will conduct a 15-minute discovery call with your sales manager to better understand your product and service offerings and how your company handles its sales process. This call will help us develop an appropriate script for appointment setting and arm our agents with enough information about your company with enough information about your company to ensure a quality caller experience. 1 2 3 4 SCHEDULING THE APPOINTMENT Our outbound dial team conducts up to 7 attempts to reach your online leads. In the event contact is made, our skilled agents will confirm the customer's information and transfer the customer to our scheduling department where an appointment will be requested within 24-72 hours for a company representative to meet with them at their home or business to discuss products and services. Some questions will be answered based on the FAQs created. Prospects will be encouraged to speak directly with a company representative in person since there are many variables to consider and not every question can be answered. If appointments cannot be setup, a warm transfer will be attempted. CONFIRMING THE CALENDAR Once the prospect has verbally committed to scheduling an appointment, the agent will review open availability using our Scheduler Solution portal. This portal will permit in-field sales teams to enter and receive scheduled appointments via a mobile or desktop device. The system enables both P4P Agency and your company to maintain the same, proprietary schedule to ensure appointments are not double-booked. DELIVERING THE CONFIRMATION Once an appointment is entered into the Scheduler Solution, the prospect and the contractor receive email notifications confirming the date, time and location of the appointment. Contractors are encouraged to engage the customer as soon as possible to begin building a rapport and ensure last minute changes are avoided. All calls are also recorded to ensure compliance and accuracy regarding confirmed appointment times. FAQs How does payment work for appointment setting? Clients are billed weekly for the week's activity. Set appointments are $20- $50 each. The $6 record fee remains in effect for all leads managed by P4P regardless of outcome. Client can determine the maximum number of appointments they wish to receive each week. What if a customer calls to cancel or no-shows? P4P will receive any inbound calls to our center for cancellations and share those with the customer. P4P is not responsible for no-shows or cancellations involving appointments outside the billable week. Why are appointments scheduled within 72 hours or less? P4P works hard to schedule prospects as soon as possible to ensure a high conversion rate to sale. Unless volume prohibits it or the prospect demands it, P4P will not schedule appointments beyond 72 hours. Why did I receive a warm transfer during my campaign when I purchase appointment setting? Not all customers will want to schedule an appointment before specific questions are asked. Our agents are trained to transfer those calls. Who do I call if I have more questions? Your assigned Account Services representative can assist you. (888) 582-7158 www.p4pagency.com OUR APPOINTMENT SETTING PROCESS AND OVERVIEW