We help salespeople develop and maintain client relationships by providing quality business management. Our goal is to become part of a
long-term collaborative relationship between you and your clients. Following are just some of the ways The Appointment Biz can be of
service:
Scheduling
Our trained support staff understands the unique
nature of sales support
and will treat your hard-earned relationships with the attention and respect they
deserve. We will create an organized and centered workday, which is more productive and less stressful than the urgent, reactionary path we often
experience in high-pressure sales positions.
The Appointment Biz trained subcontractors provide partnerships for wholesalers.
Each partnership is different making each scheduling partner different. Our purpose is to get you the appointments you want. Each new client brings
their own unique experiences into a relationship.
The Appointment Biz will create a database of contacts and a calendar for all scheduling
clients. The database will be shared by the client and their partner. Technical support and training related to the database is provided by The
Appointment Biz.
Following are some of the services provided to scheduling clients:
- Make appointment phone calls and manage calendar
- Make confirmation calls
- Send reminder faxes
- Send marketing material(s)
Territory Management
Let us help you run your business instead of letting your business run you.
- 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
Software and hardware training
Competition in the financial service industry has never been more fierce than it is today.
You can not build your business with outdated systems. The Appointment Biz can help you get the most out of your computer, PIM, email, and other
electronic tools available to help you manage your clients and provide a very high level of personal service.
- Database training
- Email marketing
- PIM; Palm® and Blackberry®
- PowerPoint®
Mailings
Presence in Absence is a concept vitally important to successful sales.
Target mailings and thank you notes keep you present and on the mind of your clients.
Marketing Mailings are sent to specific groups of people, such as existing
producers, potential clients, or focus firms. This type of mailing is great for keeping your name in front of top producers, introduce new products,
share sales ideas with brokers, or to say hello.
Production Thank You note cards or letters can be sent weekly or monthly or
quarterly to producing brokers who have done business in your territory during a specified period of time.
Post Meeting Thank You letters or note cards are done as a follow-up to a meeting,
seminar, or training session. Use a sign-in sheet or collect business cards to track brokers who attend your meeting.
- The Appointment Biz can help with all your mailing needs. Custom order your preference:
pre-printed thank you cards, word-processed thank you letters, or letters written by you and processed by us.
Other Services
The Appointment Biz offers a variety of other services to help you stay productive.
- Travel Plans
- Seminar and Special Event Plans
- Expense Reports
- Holiday and Birthday Cards
- Corporate Gifts
