Appointment Setters Training

What's Included:

Module 0 - Internal Setup

  • Strategy Overview

  • Caller Scheduling & Pay

  • Systems & Tools

  • Call Training

  • Call Scripts

  • Call Priority

  • Creating A User in Tax Nitro

  • Call Audits & Reporting

  • Enroll Your Callers Into The Training

Module 1: Appointment Setters Training

  • Welcome To The Training

  • Campaign Overview

  • Using Tonality

  • Handling Objections

  • Call Priority

  • New Lead & Quiz Follow Up

Module 2: Call Script Training

  • Grab Your Call Scripts!

  • New Lead - Free Software Quiz

  • New Lead - Low Ticket Offer

  • Quiz Complete - No Call Booked

  • Appointment Confirmation Calls

  • Missed Appointment Calls

Module 3: Tax Nitro Training

  • Tax Nitro Overview

  • Logging Into Tax Nitro

  • Conversations

  • Using The Dialer

  • Booking Appointments

  • Appointment Confirmations & Rescheduling

  • Creating Tasks & Notes

  • DND - USE WITH CAUTION

  • Remove From Campaigns / Workflows

Module 3: Tax Nitro Training

  • Tax Nitro Overview

  • Logging Into Tax Nitro

  • Conversations

  • Using The Dialer

  • Booking Appointments

  • Appointment Confirmations & Rescheduling

  • Creating Tasks & Notes

  • DND - USE WITH CAUTION

  • Remove From Campaigns / Workflows

Note : This requires a Tax Nitro account as it will be uploaded into your membership section.

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