STEP 4
STEP
5
STEP 6
LEARN TO SET APPOINTMENTS
Utilize the documents below to learn how to purchase leads & book appointments.
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Watch Archived Daily Coaching Session Highlights on Setting Appointments
Purchase Leads in OPT!
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Opt! is a software program used by Equis Financial to manage the distribution and handling of our leads.
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Access Opt! on your Equis dashboard under "Leads" - "Opt! Login."
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DO NOT pay for Opt! Premium (unless you want to)... It's not needed to order or manage your leads.
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Contact the Lead Department if you have any questions (828) 299-9600.
Download Scripts and Objection Responses
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Texting to set up appointments has proven to be the most efficient method for virtual agents. Utilize the script below (be sure to replace names) to book your appointments.
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Changing the script in any way can and will lower response volume.
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The key is to send as many texts as possible in order to get your desired number of appointments. Booking 6+ appointments per day is highly recommended for best results.
