This type of hand-off will has Verse Concierges setting hard appointments via a provided calendar booking link (Calendly, OnceHub, Hubspot Bookings, etc). The booking information will also be recorded in the qualified lead summary notes upon qualification, and the calendar booking application can also be set up to send reminders to the customer and also put invitations directly into the sales reps and lead's calendars as well.
Who is this recommended for?
Companies with a smaller number of team members
Companies who need to set up in-person and virtual meetings with customers
Companies without dedicated staff to coordinate the distribution and handling of leads
Companies that don’t have too much flexibility within their schedules.
Pros:
Solidified Appointments are Booked Upon Qualification
Calendar Applications can be set up to follow up and remind customers of their appointment
Leads can reschedule without the need of Verse intervention
Cons:
Higher chance of Lead Drop-off during the Appointment booking Phase of the Lead Engagement.
High chance that a lead's preferred time is not available on the calendar, leading to more back and forth with lead with more chance of drop-off.
More setup required within 3rd Party Applications (Fees can also apply with those services as well)
Script Examples:
Hard Appointment by SMS Example
