This type of hand-off gathers the best date/time that leads prefer to be reached back out to. We typically see this phrased in a script as a "Best time to reach" question, and works great for use-cases where leads are pre-assigned to a sales rep in your CRM and organization in advance, delivering each individual sales rep a highly qualified lead, without the expectation that the sales rep will be able to call each lead back in 5-10 minutes (i.e. the Hot Transfer scenario above).
Who is this recommended for?
Companies with leads pre-assigned to sales reps in the CRM in advanced.
Companies who have sales rep on the go (like Realtors or Loan Officers).
Lead generation companies.
Pros:
Leads will be set with a soft appointment date/time to reach out to
Sales Reps will have the opportunity to modify this to their schedule further by following with each lead thereafter
Cons:
Leads can forget their soft appointment if no efforts were made to remind them of it (can be mitigated with Script Verbiage and proper process setup on the customer’s end)
Higher chance for leads to drop off during the process of gathering a date/time to reach back out to the lead.
Script Examples:
Soft Appointment by SMS Example