Investor Caller Services
Consultation
$250 onetime fee (Fee is waived upon payment of campaign)
We will send you a basic questionnaire to fill out the details on your
investment, once you send it back filled out it will be reviewed.
Your designated caller will then review any material you provide, power points, documents,
watch videos, and review your website.
After a thorough understanding of your offering and requirements we will set up a phone and or Zoom meeting with your caller.
During your meeting with the caller, you can further explain the offering, ensure the caller is pitching the offering as you would like, and address your caller’s questions.
Call Campaign
$5,000 per month per caller
Your caller will be making calls Monday – Friday for 20 business days working
40-hour work weeks.
We supply all leads and cover all expenses. You can expect 4-6 leads per day from your caller based on your qualifications with detailed notes delivered in real time through Google Sheets.
You will be supplied with your callers’ direct number and email for any questions or concerns.
Your caller will aim to get the best follow up time frame and best days of the week for you for best contact results.
We will also send out an intro email to every lead as it is generated as a reminder of what we spoke about and to expect your call.
Follow Up Calls & Appointment Setting
$2,500 per month per caller
Your second caller will be making follow-up calls daily to ensure the
prospects have received the intro email and resending if needed.
Once the prospect has opened and reviewed the info sent and reconfirmed
an interest in speaking with you to move forward, we will book them on
your calendar.
Anyone who lost interest after reviewing the info we will attempt to redirect
and find out the reservations and send the questions and concerns to you to
respond to either through us or directly.
Any prospects who miss their appointment time your caller to chase down
for you in an attempt to re-book.
Your caller can also help you get back in contact with anyone if needed after
you have spoken to the lead.
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