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 are strategic partners with wholesalers. Our directive is to get you the appointments you want; the activity that breeds business.
Following are some of the services provided to scheduling clients:
- Make appointment phone calls and manage calendar
- Make confirmation calls
- Send reminder emails or faxes
- Send marketing material(s)
Territory Management
Let us help you run your business instead of letting your business run you. Let us take care of the juggling – you take care of business.
- 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 fiercer 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 You can not build your business with outdated systems.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
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.
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.
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