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The Appointment Setting Process

Copyright © 2013 Callbox. All rights reserved.
What You Get Per Seat

Copyright © 2013 Callbox. All rights reserved.
Lead Qualification Process
Send to
Quality Analyst
Agent tags success calls as “For Lead
Qualification" in the PipelineCRM.

Identification of a
Successful Call
Agent reviews Client's calendar prior to setting
appointments. (for appointment setting only)

START of Call Campaign

Lead
Qualification
Quality Analyst listens to call
recording.

Successful Calls that require
additional information are tagged
for follow-up. An agent corrects or
gathers the additional information
and the Lead is resubmitted for
qualification.

Lead
Registration
Successful Call approved by the
QA appear in the PipelineCRM
and on the Client’s calendar.

Email Delivery / Web Pick-up
PipelineCRM sends notification email to the Client.
Client follows email link to view successful calls generated.

Copyright © 2013 Callbox. All rights reserved.

Copyright © 2010 Callbox. All rights reserved.

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Sales process & basic package

  • 1. The Appointment Setting Process Copyright © 2013 Callbox. All rights reserved.
  • 2. What You Get Per Seat Copyright © 2013 Callbox. All rights reserved.
  • 3. Lead Qualification Process Send to Quality Analyst Agent tags success calls as “For Lead Qualification" in the PipelineCRM. Identification of a Successful Call Agent reviews Client's calendar prior to setting appointments. (for appointment setting only) START of Call Campaign Lead Qualification Quality Analyst listens to call recording. Successful Calls that require additional information are tagged for follow-up. An agent corrects or gathers the additional information and the Lead is resubmitted for qualification. Lead Registration Successful Call approved by the QA appear in the PipelineCRM and on the Client’s calendar. Email Delivery / Web Pick-up PipelineCRM sends notification email to the Client. Client follows email link to view successful calls generated. Copyright © 2013 Callbox. All rights reserved. Copyright © 2010 Callbox. All rights reserved.