Initial Contact & Consultation
Once Kierra reaches out to a potential client and has a chat with them—whether it’s a quick call or a detailed Zoom meeting—we make sure to understand their needs and goals. If they decide to move forward with us, we schedule a “Discovery Day.”
Discovery Day
Discovery Day is where the magic begins. Over Zoom, Teams, or even a phone call, we dive deep into the specifics of what you need. Here’s what we cover:
- Appointment Goals: Discuss the number of appointments you’re aiming for and the frequency.
- Communication Preferences: Decide whether you prefer Kierra and Fraser to reach out to prospects via phone, email, or both.
- Company Email Setup: We can discuss setting up a company email address for Kierra and Fraser, although it’s not essential, it can streamline communication.
- Pitch Details: Go over key points and unique selling propositions that should be included in our pitch to prospects.
Strategy Development
Based on our Discovery Day discussions, Kierra and Fraser will develop a tailored strategy that aligns with your business objectives. This includes crafting a compelling pitch, identifying the right prospects, and setting clear goals for our appointment setting efforts.
Implementation
Once the strategy is in place, we get to work. Kierra and Fraser will start reaching out to prospects, using the agreed-upon methods and messaging. Our goal is to set up high-quality appointments that provide valuable opportunities for your business.
Regular Updates and Feedback
Communication is key. We provide daily progress reports to keep you updated on our activities, including who we’ve contacted and the outcomes of those interactions. We also welcome your feedback to continuously refine our approach and ensure we’re meeting your expectations.
Continuous Improvement
We’re committed to your success. As we move forward, Kierra and Fraser will regularly review and adjust our strategies based on your feedback and market changes, ensuring that we always deliver the best possible results.