The Ultimate Appointment Setting Funnel!

Today, I’d like to talk about the appointment setting funnel we’re running in my US agency, which focuses on insurance.

The way it works and why it’s so powerful is because you’re able to sell leads and appointments.

For example, let’s say you’re generating 100 leads through a survey funnel. You see who qualifies and who is a good fit for the product or service, the people who do qualify then put in their contact details. After that, they are sent to an appointment scheduling page where they book a call with your client’s sales rep.

We now sell the leads who don’t make an appointment to the clients who prefer phone leads and sell the appointment leads to other clients… at a premium.

I thought this could make for a great webinar to explain how we do it…

Would this be of interest? If so let me know in the comment section below…

If there’s enough interest, I will look to set one up in August to go through it.

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Video transcript

Hey there, it's Dan here from Flexxable.

I want to talk to you about the appointment setting funnel we run in my agency in North America. And the way it works, and why it's so powerful is because you're able to sell leads and appointments to different clients.

Okay, so let's say for example, you're generating 100 leads through a funnel.

Let's say it is a leads hook type survey funnel, where you ask and kind of ask criteria to see if they qualify or whatever that is, and whether they're a good fit for the product or service. And if they are then yeah, and they do qualify, then they get to put their contact details in. And after that, you know, that's their name, email address and phone number. And after that, they go to appointment scheduling page where they can actually book an appointment in with your sales agent, whether it be in-house or whether it be, you know, your client's sales agents, whoever that is. And it's really quite powerful because we figured out a way to send leads to multiple clients, but also sell appointments to multiple clients from the one calendar, okay.

Which is really, really tricky to do.

So I'm quite excited about it. And also, you know, if you picture 100 leads coming in, then you know, 50 of them will become leads. And the other 50, sorry, let's say 60 of them become leads and 40 of them are gonna become appointments.

All right, so out of those 100 leads, only 40 have become appointments and a lot of clients, or a lot of lead gens out there forget about those 60, initial leads, okay. And that's important because they can actually be sold to clients that don't want to work appointment leads.

They just wanna work phone leads.

So you have the ability to be able to send leads and appointments to different clients. And it's kind of like the holy grail because smaller clients obviously want appointments and bigger clients just want the leads.

So I'm quite excited about it. And I'm thinking about doing a webinar in August.

So if you are interested, please comment below, tell me if you'd be interested in it. And if we get enough love, then I'll put it together.

Take care.