Scheduling Services

We evaluate several factors before assigning you a scheduler. We select a scheduler that has no territory conflicts, one that aligns with the time zone they will be calling, as well as one that demonstrates the skills and personality to successfully handle your scheduling needs.

We find that your scheduler will produce the best results calling on a list of your current producers and warm contacts. We do not shy away from cold calling, however we recommend a more robust script for these calls and want to be sure each client is aware this will lower the expectation of appointments set each hour.

We recommend that your scheduler be calling at least two weeks out and that your rotation be built out to include alternate dates for the area they are calling on. The best use of their time for trying to fill last minute time slots will be by suggesting them in an email communication. We have several email templates that are good for such a use.

Our schedulers are expected to meet the minimum requirement of 10-12 calls per hour, which includes logging calls, mapping, and an email follow up for each call. When working strictly with a call log and not entering notes in a CRM, we tend to see this number increase to 14-16 calls per hour.

- List of contacts you would like us to call on - Returned agreement - Client profile

(The client profile is attached to the agreement and outlines any systems your scheduler will be gaining access to, if any. It will also let us know how you’d like the calendar to be set up (either shared access or a “mock” calendar that will mirror yours).

After scheduler assignment, you will be contacted by the management team, an onboarding specialist, and your scheduler rather quickly to coordinate a call to cover all the specifics of your account as well as give you the opportunity to set expectations with your scheduler.

Your scheduler utilizes a call log in Google Sheets that is shared with you so you can have real time updates of the calls that are being made and the responses they receive. You will also be requesting either a Weekly or Daily Summary from them that will outline the number of calls made, time used, and a detailed list of appointments made.

Amanda Lane is your Relationship Manager, so if you have any questions or concerns about your account or would like to work on a more detailed script, please email her at amanda@mvpschedulers.com