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How It Works
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How to Refresh Aged leads
Must Have Apps on Your Smart Phone for Final Expense
Upload Leads
Home
How it Works
How It Works
FAQ
Newsletter Opt-In
Pricing
Sales Tips
How to Refresh Aged leads
Must Have Apps on Your Smart Phone for Final Expense
Upload Leads
Step 1: Agent Information
*
Indicates required field
Name
*
First
Last
Phone Number
*
Email
*
Time Zone
*
Pacific (PST)
Mountain (MST)
Central (CST)
Eastern (EST)
Step 2: Upload Leads
Excel or share Google Sheets data files with appointment.set.one@gmail.com (No PDF files accepted)
Appointment setters do not map routes
Number of lead uploaded
*
Please track the number of leads you send appointment setters to ensure you do not exceed your monthly limit. If limit is exceeded, you will be upgraded to the next highest plan.
Lead Source
*
Direct mail (Less than 1 month old)
Direct mail (More than 1 month old)
Telemarketed (Less than 1 month old)
Telemarketed (More than 1 month old)
Internet (less than 1 month old)
Internet (More than 1 month old)
Other (name in comment section)
Please DO NOT upload cold calling or 'non-responder' lists. Setters ONLY call responding potentials.
Lead source/script
*
Providing the wording of your leads, phone scripts and referring internet site will help us know how to word our phone script for maximum results.
Attach Leads
*
Max file size: 20MB
Please attach your leads for excel.
Google Sheets Link (copy and paste)
*
You can copy and paste your Google Sheets link here. Please make sure you add appointment.set.one@gmail.com to the file you wish to share.
Step 3: Provide Caller Script
Please provide the script you want callers to use while calling your leads.
*
Script Tips:
10 Things To Help INCREASE Your Appointment Ratios
Script Samples and Ideas
Special Instructions and Notes
Special instructions
*
Confirmation and agreement
By checking the box below I agree to the following:
I did NOT exceed my monthly lead subscription limit,
I know my caller will NOT map the distance between my leads,
My leads are within a workable driving distance,
My files are submitted in an Excel or Google Sheets (shared with appointment.set.one@gmail.com) format,
I have updated my Google Calendar to show my availability for the week to come, and
I acknowledge that FinalExpenseAppointmentSetters.com CANNOT guarantee the number of appointments set from my leads submitted.
Must check box
*
YES, I agree to terms and conditions
Agent must check box and agree to the terms and conditions.
Submit
