Callbacks

Modified on Thu, 25 Apr, 2024 at 11:32 AM

I suggest that you do not use the callback feature in Callhub.

I do not like the way that Callhub handles the callbacks. If the callback occurs when you are not logged into the dialer, the callback will go to another appointment setter.

Why do you need to make call backs?

Here are some examples:

you call a professional who is driving. You tell him that you want to speak to him about gaining new clients and ask when he will have access to his calendar and not be driving, so you can call him back later
you call a professional and he wants to set a demonstration more than two business days in the future. You will need to call him back at a future date to always avoid setting demonstrations more than two business days in the future.

In the above cases, mark the call in call hub as "not interested." That tells the dialer not to dial this person again because you will be dialing your callback outside of Callhub. You will use your own cell phone or a free service like Google voice (voice.google.com).

How will you know to make the call back?

I prefer setting callbacks in my own system (e.g. google calendar, where I can make notes). Additionally, google calendar allows me to get an email notice, a reminder, to make the callback. One could also use the reminder app of their mobile device. Or use any method that you like to make notes to yourself to make call backs on specific dates. Seniorleads has a CRM system but we want to avoid you needing to learn yet another piece of software. It is much easier to use something simple like Google calendar or even as spreadsheet that you look at each day to see who you need to call back that day.

If you encounter someone that you need to callback and you want to make your own record to call them back, mark them in the dialer as "not interested." That tells the dialer not to call them again.

I like using google calendar for callbacks because it is in my gmail. The calendar sits on the right side of my email screen.

I can set the calendar to remind me of callbacks by email. I think you can also set the reminders to pop up on your screen if you keep gmail open.

Or you could keep your own spreadsheet. Use whatever system and method is best for you.

what do you say when you call back?

see this article: https://setters.freshdesk.com/a/solutions/articles/153000111255

To make your callbacks, you could use your own cell phone or one of these free services

https://setters.freshdesk.com/a/solutions/articles/153000062448