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This week’s Mastermind focuses on improving outsourced prospecting and making sure generated appointments turn into real opportunities. The group discusses feedback from the Appointments Today calling team, the importance of giving callers enough context to represent your business effectively, and how Probate and Pre-Probate conversations require different approaches. They also explore what should happen after an initial connection is made, emphasizing that outsourced calling can create the opportunity, but the agent or investor still needs to personally follow up, build the relationship, and move the prospect forward. 585 Transcript
Key Takeaways:
- An outsourced caller can increase prospecting capacity, but agents still need to handle the relationship after contact is made.
- Caller training matters because different lead types require different approaches.
- Probate and Pre-Probate conversations should reflect the different circumstances of Personal Representatives and heirs.
- Provide callers with useful information about your business so they can represent you accurately.
- Treat generated appointments and nurtures as the beginning of the follow-up process, not the end.
- Combine outsourced prospecting with a reliable CRM and personal follow-up system.