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Step 6 - Setting Appointments

SAMPLE LEADS - print copies of the sample leads for review
TRACK YOUR ACTIVITY
  • Text a copy of the Dialing Tracker to your manager after each dial session
​SIX TOUCHES FOR CONTACTING YOUR LEADS:
  1. Triple Dial
  2. Triple Dial Again (same day or next day)
  3. Voicemail
  4. Text 
  5. Door Knocking (in-person sales)
  6. Final Notice
** DIALING TIPS ** - Click Here
TEXT CONFIRMATION 
  • After you book the appointment you should send two text messages.
  • Only text for remote/virtual appointments. We do not text when running in-person appointments.
​Text after you book appointment:
  • Hi Bob,
    T    his is Jon Schwartz. 
    We are confirmed for a call back tonight at 6pm with you and Mary.
Confirmation text later in the day (2nd text):
  • Hi Bob,
    It's Jon again, just confirming our scheduled call for tonight at 6pm with you and Mary.
    Please reply back "ok" to confirm and keep this time slot.
PHONE SCRIPT AUDIO FILES AND VIDEOS
Phone Script Audio - IVR
Phone Script Audio - Mail Back
Live Dial - Jon overcoming objections
How to Tie-Down Your Appointments - Click Here to view video 
PHONE SCRIPT - Ethos
  • Ethos leads can be used in addition to Mortgage Protection. This can be reviewed after you are up and running with Mortgage Protection leads. 
FINAL NOTICE LETTER SYSTEM
  • Click Here for training on the Final Notice Letter System
  • This is a great system to re-mail leads to generate appointments!

Text Your Manager "Done Step 6"

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