Before you make calls the first day, please watch the training video again so that you avoid mistakes and lost income:
Instructions for using the dialer below.
Use a headset that plugs into your PC.
Test your microphone before trying to make calls. Go to https://online-voice-recorder.com/ , and attempt to record yourself speaking. If the website asks for permission to use your microphone, say Yes. If you can hear yourself speaking when you play back the recording, then your microphone is good to go.
You can also call someone you know using your headset and a service like google voice (voice.google.com) and ask them how you sound. and you are ready to use CallHub. Other troubleshooting explained here at https://setters.freshdesk.com/support/home . Type in "headset."
Or see the bottom of this email on how to contact Callhub tech support.
Use the google chrome browser for the dialer (other browsers may work)
You login at https://na1.callhub.io/login/
Your username (see email sent to you with subject line Email 1 of 3)
Your password (see email sent to you with subject line Email 1 of 3)
Campaigns in the Dialer
When you log in, you will see different campaigns labeled. These are different lists of financial professionals. You can choose any of these and switch between them. We do not know which works “better” as some appointment setters prefer one over other. In order to test a campaign to see the result, try any campaign for at least 4 hours before you make any conclusion. One campaign may not be productive one day and it works better for you another day.
The advantage of morning calls is that you can schedule same-day demonstrations.
Select "join campaign" and the dialer will start dialing (the dialer will not dial earlier than 8 am Eastern or later than 8 pm Eastern). For example, if you are in the Pacific time zone, you could start dialing as early as 5 AM because 5 AM Pacific is the same as 8 AM Eastern. The dialer will not dial on Sunday.
Here is a video that explains how to use the dialer
Watch this video after the first 27 seconds.
The above video is enough to show you how to use the dialer and that is all most appointment setters need. Optional: the following video is longer and more detailed but you should not need it. Also, the following video discusses steps for the "agent (you) combined with steps for the "administrator" (me) in one video, making it less clear for you.
You can use the dialer between the hours of 8 am EST and 8 pm EST. The dialer will only dial professionals where their local time is between 8 am and 5 pm, so you never need to worry about calling a professional too early or too late.
Very important: when making calls, SPEAK SLOWLY and be sure you enunciate your words. Do not run worse together or the person you are calling will not understand you.
Set the Disposition after each call
You do not need to leave any notes on your calls. After each call, there will be a list of choices to select what happened on the call. Here is how to select the choices:
no answer: phone rang and no answer or voicemail OR you want the dialer to dial this person again tomorrow (maybe the gatekeeper said the professional was on the phone). The selection "no answer" tells the dialer to try again tomorrow.
not interested: not interested now (the dialer will try again in 6 months)
Do not call: the number is bad or If the person is no longer there, retired, etc, or they do not speak english, or their focus is health/medicare insurance, mark as "do not call" so we know not to call again, ever
Scheduled demonstration: when you schedule a demonstration on the calendar
If you want to call someone back, copy their information (name and phone) to your own system (e.g. google calendar, a spreadsheet, etc.) and mark them in the dialer as "not interested" which tells the dialer not to call them again because you will be calling them outside of the dialer.
You can have the dialer open in one window of your browser and the appointment calendar in another window and display them side by side.
I believe that you do not hear anything while the dialer is dialing. You only hear when there is an answer. When there is a live answer, the advisor's information displays on your screen.
The best way to learn to use it is to use it.
Note: do not use the callback feature in the dialer. This article explains:
Email if you have questions or, at the end of your day, we can have a zoom session so I can share my screen with you. But you can find most any answer immediately here:
GET SUPPORT for TECHNICAL ISSUES
If you ever have technical issues, you can contact CallHub support directly using their chat system and get immediate help. Go to this page and click the “help” icon at the bottom of the page https://support.callhub.io/hc/en-us
It is a very good idea that you re-watch the training video on your first day of calling before you start calling.
I start work in the pacific time zone at 8 am pacific. The best way to reach me is email bobrichards@retirementprospects.com
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