FREE DOWNLOADABLE TRACKER SPREADSHEET!
If you’re making an effort internally to rebook your lost leads, don’t you want to see if your efforts are working effectively?
Whether a call handler did not present value, the caller had price objections, or your business is at capacity for the day, there are going to be a myriad of reasons that a call does not convert into an appointment. But do not fear—CallSource is here!
Although we’ve talked about ways you can overcome objections, there will be times when you simply cannot get the caller to book an appointment. Of course, we recommend turning these calls into learning opportunities—with the end goal of recapturing that caller into a long-time customer.
Hi, it’s me again
Whether you are using CallSource’s DealSaver alerts for awareness of your missed opportunities or have your own program, how do you know how successful you are on your follow ups? We have put together a handy internal-use spreadsheet to effectively track the outcomes of your follow-up attempts.
Why is this important? Well, if you are putting in the effort to call back your customers, don’t you want to know how effective your follow-up call handler or program is being? What strategies are working when you call back to gain the appointment? You need to decide how you want to approach the customer before dialing the phone; you don’t want to upset anyone by “bothering” them for a second conversation, but you also need to be open and honest. Stay tuned and subscribe for more posts on outbound best practices.
Thanks for following up
If you need help tracking your outbound call efforts, download our FREE Follow-up Spreadsheet. By utilizing this worksheet, you will be able to track your outbound attempts, successfully decide what is working, what isn’t, and why you are getting these missed opportunities to begin with.
If you are already a CallSource customer, be sure to work with your dedicated account representative for any additional help on how to use this worksheet to your best advantage.
In this spreadsheet, you will be able to:
- Track how many missed opportunities you consistently follow up on
- See which employee is most successful at gaining the appointment on that second call
- Figure out which outbound calling tactics work best when regaining a caller’s appointment
- Make decisions to improve based on data that you are collecting, instead of assumptions
See all this info all in one place!
We’ll do the work for you before the caller goes to the competition
It’ll take a bit more effort to track on your own, so we’ve taken the guessing game and extra work out of the equation with our DealSaver program, which sends you your missed opportunity alerts soon after the initial inbound call. This allows you to listen to a call that wasn’t booked and strategize how to recapture that caller’s commitment.