Let us help you help your clients

Now that you have done your part by getting the new clients, let’s get this party started! As soon as your new client is ready to come on board we will schedule the onboarding call with your clients. They will see that your team has everything organized and ready to rock! Hand these over to your account manager so you can focus on bringing on even more business.

That’s right - as the agency owner, you don’t have time to keep up on communications while trying to make more sales. To help you save time, you hand over all the client communication to us. Email, Slack, or etc. We will reach out to you if, and only if, there is a problem that we can not solve. 

Save yourself some time and let us do the time-consuming tasks of meeting with your clients once a month or every two weeks (determined by you and your client). Whichever works better for you and your clients. We will help with the agendas set up and make sure your client sees the appropriate reports. 

We’ll be the go-between for you and your subcontractors/white labelers to make sure everything is aligned, on point, and on time. 

Everyone loves a little something extra! This can be a tedious task, but it helps retain clients longer. We will send them a little gift once per quarter, on their birthday, and or during the holidays. *gift paid for by you, the agency* 

• We will call all the new incoming leads Mon - Fri
• We will call those leads once a day for 3 - 10 days (determined by you/your client) before moving them to “Long-Term Nurture” or “Abandon” them.
• Always double dial, leave a VM if no pick-up, and follow up with a text (How many other appt setting agencies do this?)
• Live/Warm transfers

•  75 dials or an hour’s worth of dialing - whichever comes first
• On average we get 5 - 15 pick-ups within the hour 
• Always double dial, leave a VM if no pick-up, and follow up with a text (How many other appt setting agencies do this?)

It is important that you have a CRM (Customer relationship management) tool to keep track of your clients and leads. If you don't have this in place, we can offer it for a small additional fee.