APPOINTMENT SETTING START-UP

MEETING1-HOUR KICK-OFF DISUCSSION

AGENDA

1.UPFRONT QUESTIONS2.YOUR BUSINESS3.THE PROCESS4.FOLLOW UP ITEMS

UPFRONT QUESTIONS

ANY QUESTIONS HAT WE CAN ANSWER FOR YOU!?

YOUR BUSINESS

• Your USP?• Your Target Audience?• What messages have worked for your

salespeople in the past?

WHAT WE’RE GOING TO DO TO GET STARTED• CALL GUIDE CREATION - INCORPORATE STRATEGY AND OFFER DISCUSSED

YESTERDAY INTO A WORKABLE GUIDE. ADD UNIQUE SELLING PROPOSITIONS AND POINTS OF DIFFERENTIATION AFTER THE ADDITIONAL TRAINING• PHONE NUMBER - I WILL OBTAIN A LOCAL EXCHANGE NUMBER WITH AREA CODE

THAT MATCHES YOUR MAIN COMPANY NUMBER• CALENDARS - ONCE EMAIL ADDRESSES ARE DELIVERED, WE WILL NEED TO DISCUSS

SCHEDULING AVAILABILITY AND LIMITATIONS FOR ANY REPRESENTATIVES WHO WILL BE RECEIVING MEETINGS.• DATABASE AREA CREATION - CREATE CUSTOM AREA ON OUR DIALING PLATFORM TO

TRACK ALL METRIX OF CAMPAIGN.

WHAT WE NEED FROM YOU• MARKETING MATERIAL - ANY WHITEPAPERS, PDFS, ONE-PAGERS OR OTHER MATERIAL THAT WILL HELP US

LEARN MORE ABOUT YOUR OFFERING. SPECIFICALLY, ANY MATERIAL WE CAN USE IN EMAIL COMMUNICATIONS WITH PROSPECTS WHO REQUEST ADDITIONAL INFORMATION.

• WEB PAGES / LANDING PAGES - THE ADDRESS OF ANY ONLINE RESOURCES YOU HAVE SPECIFICALLY FOCUSED ON THIS SEGMENT OF BUSINESS.

• EMAIL ADDRESSES – WE’RE GOING TO NEED EMAILS CREATED BY YOU ON YOUR DOMAIN. OR, WE CAN USE OUR DOMAIN - YOURCOMPANYHERE@EXEC-ADMIN.COM

• ADDITIONAL TRAINING – 20 - 30 MINUTES TO FOLLOW UP ON YOUR UNIQUE SELLING PROPOSITIONS AND POINTS OF DIFFERENTIATION. WE WILL WORK THESE INTO THE CALL GUIDE CURRENTLY UNDER DEVELOPMENT. LET ME KNOW A TIME THAT WORKS WELL FOR YOU AND OR SCOTT.

• RECORDED SALES PITCH - IT COULD BE HELPFUL FOR US TO LISTEN TO A RECORDING CONVERSATIONS YOU WILL BE HAVING WITH THE PROSPECTS. THERE MAY BE INDUSTRY JARGON WE CAN PICKUP ON PRIOR TO CALLING.

ANY MORE QUESTIONS?