Follow up on no shows or not qualified or cancels

Modified on Fri, 10 Jan at 12:28 PM

By the end of each day, the business expert will mark the outcome of the demonstration. You will be able to see the outcome of the demonstration in your web portal (you need a link to access your web portal, (please ask bobrichards@retirementprospects.com if you do not have that link)

You will be notified by email in the case of a no-show.

You will be notified in the case of the advisor being not qualified, and the reason why he was not qualified. The message will also say if you should contact the advisor again to reschedule him or if he will always be not qualified and there is no reason and call him.

Once you get the notifications about no-shows and not qualified, we assume you follow-up. We trust you to follow up and it is in your interest to do so to increase your income.

Most no-shows occur simply because the professional got distracted and you can often contact them again and get the rescheduled for another time (video on how to reschedule a demonstration in the calendar: https://app.screencast.com/u6dnc8HKQ8W3b )

Here is what we always assume.

We always assume that you follow up on any no-show or nonqualified situations.
We always assume that if you're successful in contacting the advisor, that you will reschedule him and add him back to the calendar.
We always assume that if that is not done, that you called the advisor and he was either not interested in rescheduling or you could not reach him.

Based on the above assumptions, you do not need to send any email report to Bob Richard or the business expert. Our software captures everything as follows:

1. If you reschedule the professional, the new demonstration time will show up in the calendar because you set a new demonstration OR

2. We assume that the advisor could not be reached or was no longer interested and that you gave it your best effort.

When to follow-up on no-shows or not-qualified

If the advisor is a no-show, we advise that you wait a day before calling the advisor. Why? Because the business expert called the advisor at the time of his demonstration and got voicemail. So if you call 30 minutes later, you will probably get the same outcome. However, if you wait a day, you are more likely to get him on the phone.

When you call a professional who was a no-show or no-demo to reschedule them:

1. you can reschedule that professional with ANY business expert

2. do not leave voice messages as you will not get a call back. You need to keep calling each day until they answer the phone.

Sometimes, the advisor is embarrassed because he was a no-show and he didn't email or call us beforehand and let us know. He's embarrassed that he acted in a discourteous way. So he may not answer your call.

For this reason, you should call from a different phone number than your original call. See this article https://seniorleads.freshdesk.com/a/solutions/articles/12000095144

What to say when you call

You do not need to refer to a previous demonstration time or that he missed it. Do not mention that. Say this

Hi (firstname). You had expressed interest in gaining new clients in area code (xxx) for (his products and services). Are you still interested in these new clients?

Great! My name is {agent_firstname}. I am with Retirement Prospects. I would like to set a demonstration with one of our experts to show you how we get these prospects and see if the types of prospects we have will be good for your business. Do you have 30 minutes later today {first_name}?

Note: the information in the above paragraph about his area code and his products and services, you already have in your web portal that lists all of your previous demonstrations. You do not need to ask him the same questions again that you asked him the first time as you already have that information. All you need to do is set a new time on the calendar. See this video:

https://app.screencast.com/u6dnc8HKQ8W3b

Should you follow up on not-qualified?

If the reason he was not qualified is something like "he was not at a computer" or "he was driving," then of course, contact the professional the next day and get him rescheduled. If the reason is "he will not pay in advance" or "not interested in demo", or "has too many clients," then there is no need to contact the professional to reschedule.