“We answer the phone. We book the appointments. We put notes in the CRM. We do everything except sit at the kitchen table, close the deal”
Dropping Bombs · The Blue-Collar Business-In-A-Box Letting Top Salespeople Launch In 14 Days (No One's Talking About)
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3:31
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What was described
handle inbound leads, answer phones, book appointments, enter notes in the CRM, and manage insurance and compliance for partner roofing companies
Said nearby on the same subject
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
LG
Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“We had about six or seven agents working at a time… we would get a lead on Facebook and our agents were converting sometimes $80 appointments… $80 to $150 per booked appointment.”
MC
Mauricio Cardenal
AI & Marketing for Home Service Pros ·
How they work$80-$150 per booked appointment; 6-7 agents; 30-day booking windowShare this moment
“We have an insurance partner… the largest insurance brokerage in the world… they’re willing to hop on the phone with any one of our clients… it takes a lot of the pressure off of me.”
“We listen to the inbound marketing generated phone calls… I have those transcripts, right? So I know what's happening to the inbound calls to a practice.”