Helpful Tools to Book and Track Your Prospect Calls

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The goal of your work-with-me page should be to schedule a prospect call.

Having a conversation with someone helps you understand their struggles and needs.

Then, as a result, you can recommend the next best step.

But what tools should you use to book and track your prospects?

 

Helpful Tools to Book and Track Your Prospect Calls

In this video, you’ll discover,

  • How an email service provider can save you time.
  • The power of automations.
  • A scheduling tool that does more than book an appointment
  • One mistake to avoid when using Zoom.
  • How to create an easy video message with a free tool.

 

 

 

A Seamless Experience for All Your Prospects

1.Choose an Email Service Provider like Active Campaign 

Active Campaign is perfect for email marketing with its Customer Relationship Management (CRM) features to help you create automated systems.

  • Engage and Message Contacts
  • Segment Contacts
  • Create Conditions and Workflow
  • Create Goals
  • Update Contact Records, etc.

 

2.  Automations 

Most email service provides offer automation features. Automation, in short, is a follow-up sequence.

You create an automated process that sends emails, tags a contact, adds someone to a list, enters a contact into a pipeline (sales tracking), and more–automatically.

If you’re not using automations, check with your email service provider’s customer support team for more information.

 

3. Calendly 

Calendly is a scheduling platform that makes the appointment-booking process simple and easy. No more back and forth emails trying to schedule the best time to meet. You provide calendar options based on your availability.

 

4. Zoom 

Zoom is a secure video platform where you can have face-to-face meetings or schedule a webinar.

 

5. Loom 

Loom is a simple and free way to send a video message without an additional video hosting platform.

 

Once everything is integrated and created, sit back and wait for an email notification. You’ve booked another call.

 

Stay Resilient

Marisa Shadrick

Disclosure: The above-recommended link is an affiliate link, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase. I wholeheartedly endorse this product or service. 

 

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