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The Method
The Method

Appointment Scheduling Process

Step-by-step guide using QR codes, forms, and WhatsApp communication.

Appointment Scheduling Process — Audio Overview

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Listen to a walkthrough of how to schedule an appointment and capture prospect details.

Once a prospect has agreed to all 5 commitments, follow these steps to schedule their appointment. This ensures accurate information capture and smooth coordination between teams.

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Step 1: Use Your Phone to View Schedule and select an appointment time/day

  • Purpose: Schedule the appointment immediately and capture all details directly.
  • Choose an available appointment time that works for the prospect.
  • You want to select this first time spot available. Schedule within 72 hours if possible!
  • Msg Your Group! Got One!
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Step 2: Have Prospect fill out the Information Card.

  • Review the card before they leave the table to ensure we can read the information.
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Step 3: Take a Photo and Send to Christina to Input into Builder Prime

By following this process, you ensure:

  • The appointment is accurately scheduled.
  • Clear communication with the team via RingCentral.
  • Proper documentation of the prospect's information for follow-up.
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