BEST PRACTICE CHECKLIST AND PHONE CALL SCRIPTS FOR AN EVENT 1 For Professional Use Only • [email protected] • www.bedrockfs.com • 800-779-4182 BFS2022BPC
Timeline Activity/Action Status 5 Weeks Before the Event Make sure the date and location are set. Complete | Incomplete Registration Confirmation Immediately (in 10-15 minutes) after receiving the registration, call to confirm the details. Complete | Incomplete Same Day of Registration or the Next Day Send workshop materials like confirmation emails, letters, workshop directions, and/or business cards. Complete | Incomplete One or Two Days Before the Event Call to remind registered individuals about the workshop. Complete | Incomplete Time of Check-In Check-in attendees and provide any workshop material you have prepared for the event. Complete | Incomplete At the Time of Your First Booking Appointment Once your prospect has booked an appointment, send them an appointment confirmation with your information, directions to the appointment, and any other material you need for the strategy session. Complete | Incomplete Checklist for the Best Event Practices 2 For Professional Use Only • [email protected] • www.bedrockfs.com • 800-779-4182 BFS2022BPC
Scripts for Calling Prospects Hello Mr./Mrs. Last Name, this is Employee Name, the office manager at the agent's firm. I am calling to thank you for your registration for the name of the event at the event venue in the event city, event state with presenter name, the instructor. Presenter name is looking forward to teaching this subject matter. I'd like to confirm your contact information. Do you spell your last name A-B-C-D-E-F-G? (If the answer is: No) My apologies, can I get the correct spelling of your last name? (If the answer is: Yes) Perfect, and your current address is 123 Address Street in City, State, zip code 12345? (If the answer is: No) Can I get your current address? (If the answer is: Yes) Thank you. Finally, please confirm your email address - [email protected]. (If the answer is: No) What is the best email address to reach you? (If the answer is: Yes) Awesome! Please don't hesitate to contact our office at 123-456-7890 if you have any questions or concerns. We eagerly await your arrival. CALL SCRIPT FOR CONFIRMATION OF REGISTRATIONS 1 800-779-4182 3 For Professional Use Only • [email protected] • www.bedrockfs.com • 800-779-4182 BFS2022BPC
Hello Mr./Mrs. Last Name, this is Employee Name, the office manager at the agent's firm. This call is a friendly reminder about your registration for the workshop name on event day at event time at the event venue in event city, event state. In addition, have you received the workshop material from our office? (If the answer is: Yes) That's great news. Do not hesitate to contact me if you need any more support. We're excited to have you join us. (If the answer is: No) I'm sorry to hear that, but there's no need to worry. I can send you the details of the event through email. Your email address is emailaddress@ email.com, right? We're excited to have you join us! CALL SCRIPT FOR REGISTRATION REMINDER 2 4 For Professional Use Only • [email protected] • www.bedrockfs.com • 800-779-4182 BFS2022BPC
You can contact Bedrock Financial Services at 800-779-4182 or via email at [email protected] if you would like to receive more training about workshops and marketing methods that are currently helping financial professionals develop their business. 5 For Professional Use Only • [email protected] • www.bedrockfs.com • 800-779-4182 BFS2022BPC
6 For Professional Use Only • [email protected] • www.bedrockfs.com • 800-779-4182 BFS2022BPC Bedrock Financial Services [email protected] www.bedrockfs.com 800-779-4182
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