Thomas B. - Certified Public Accountant
As a CPA, Thomas is extremely busy during
tax season. As a business owner, Thomas
needs to continually advertise his business,
however, he hesitates advertising prior
to and during tax season because of the
volume of unwanted and non-productive
calls he receives from people wanting
help with their finances and taxes.
A typical day is spent being interrupted
by phone calls from people wanting to
receive advice and answers over the phone.
Appointments are set but the rate of show
is very low and unpredictable.
With the Professionals Package,
Thomas is able to create his own questionnaire
based on the type of prospects and clients
that grow his business instead of draining
it. With the free access to the toll free
number and unique extension, Thomas is
able to advertise even more during the
busiest time of year because the over-the-phone
questionnaire will filter out unwanted
inquiries and provide Thomas with prospects
of value.
Thomas is able to prepare in advance
for the initial call to the prospect of
value and with his preparation generates
a valuable client and a business relationship
that strengthens his business for future
years.
Elizabeth B. - Insurance Agent
Elizabeth is an independent insurance
agent working exclusively for a large
Supplemental Health Insurance company.
Every day Elizabeth is responsible for
growing her business by prospecting for
new clients. The insurance company provides
Elizabeth with advertising tools but they
all include the number to the home office
potentially leading a prospect of value
to call the home office instead of Elizabeth.
Elizabeth uses the Small Business
Package and the Professionals
Package as a way of reaching
out to individuals, families and small
businesses in all areas of her state.
She advertises her www.FreeQuotesAmerica.com
web address and toll free number on business
cards, brochures and other advertising
media distributed in her service area.
She knows that every potential prospect
generated by her prospecting activity
is her own exclusive lead.
Elizabeth is also able to determine the
policy most likely to benefit the prospect
based on the email responses she received
when the prospect answered her customized
over-the-phone questionnaire. At the same
time, she doesn't have to worry about
driving out to visit a prospect to find
out that they don't need or do not qualify
for her insurance coverage saving her
time and travel expenses.
Ann C. - Real Estate Agent
As a Real Estate Agent, Ann is constantly
putting out small advertisements in the
local papers, restaurants and attending
as many face-to-face networking opportunities
as possible to grow her business.
She must balance her time with working
with existing clients, networking and
generating new business. Ann uses the
Small Business Package
to make it easy for potential home buyers
to let her know what they are looking
for. With her customized questionnaire
and online web page she is able to gain
valuable information about the home buyer
such as their budget, preferred school
districts, home size and type of neighborhoods
preferred.
With up front knowledge of her prospect's
needs she is able to prepare ahead of
time and contact her prospects of value
with home opportunism designed specifically
for their needs. Appointment setting is
easier and her productivity rate and closing
rate increases establishing Ann in her
real estate business for many more years.
John S. - Attorney
John is a business attorney and as a
way to decrease cost and increase efficiency
he uses the Professionals Package.
John uses the toll free number in his
advertisements to attract prospects that
need legal assistance with their businesses.
His customized over-the-phone questionnaire
allows him to determine the real prospect
and prioritize his call backs.
His established clients use his standard
office number where they are greeted by
his receptionist. John was looking for
a way of keeping existing clients with
the ability to contact him directly and
have every call answered. By sending prospect
inquiries through the Professionals Package
his receptionist isn't bogged down by
non-productive inquiries and instead can
dedicate her time in helping existing
clients.
The real benefit to John is that his
existing clients feel like they are an
important asset to John's business because
of the steps John has taken to clear the
phone lines and their access to him. The
Professionals Package has been a benefit
to John by making more effective use of
his office phones lines and in return
his clients understand that their time
is equally important to John.