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Description of Services

Why Use the Appointment Biz?

Getting Started

Testimonials

Subcontractor Team

Subcontractor Info

Tips and Tricks

Education is Good Business

Links

Contact Info

An overview of The Appointment Biz services follows. For a more detailed description go to our Services page.

Territory Management

• Zone your territory for productive travel.
• Isolate the most productive clients in a zone.
• Isolate clients on your “hit” list.
• Make travel decisions driven by sales performance and goals.
• Map out annual travel schedule by September 30.

Scheduling

Use results from territory management to build travel and meeting schedules.

• Make appointment phone calls and manage calendar.
• Make confirmation calls.
• Send reminder fax.
• Send marketing material(s).

Post-meeting thank you letters

• Custom order whatever you would prefer: pre-printed thank you cards, word-processed thank you letters, letters written by you and processed by us.

Client correspondence

• Same as above only not related to a specific meeting.

Travel plans

• Julie Threewit is a full-service independent travel agent with
  Global Travel International.

Seminar planning

• Assist with any aspect of event planning that requires administrative assistance.
• Call for frequent progress reports.
• Make follow-up assessment call to broker.

Material mailings

• Send materials to clients of your choosing. Contents and frequency of mailing is designed to suit your needs.

Focus mailings

• Corporate campaigns, sales ideas.

Expense reports

• Assist with report filing, track expense against reimbursement.
  Reports will be submitted to you for review, signature, and submission to parent company.

Christmas cards

• Let us hand-write your envelopes and affix a politically correct seasonal stamp.
  ~Mailing list due by November 1.

Production thank you gifts

• We work with a variety of corporate gift giving services.

Computer training and support

• Learn how to use technology to stay organized and productive.