Virtual Startup 5

Step 5

LEARN TO SET APPOINTMENTS

Listen to live dials for different types of leads.

Learn how to set appointments using Direct Mail "A" Leads.

DIRECT MAIL "A" LEAD SCRIPT

Learn how to set appointments using Internet Leads.

Learn how to set appointments using Interactive Voice Response (IVR) Leads.

IVR "A" LEAD SCRIPT

Download Lead Journey

Download Equis' Lead Journey to learn about the different types of leads.

Purchase Leads in OPT!

  • Opt! is a software program used by Equis Financial to manage the distribution and handling of our leads. *See video below for a walk-through of Opt!
  • Access Opt! on your Equis dashboard under "Leads" - "Opt! Login."
  • DO NOT pay for Opt! Premium (unless you want to)... It's not needed to order or manage your leads.
  • Contact the Lead Department if you have any questions (828) 299-9600.

Print Scripts and Objection Responses

  • Being efficient on the phone is key to your success at Equis.
  • Speak with your manager to learn the script they recommend based on the leads you are utilizing. Make sure to practice, practice, practice!
  • We recommend recording yourself to ensure you do not sound like a telemarketer. Know your objection responses in and out.
Opt! Walk-Through