receiving an in bound transfer call

PhxSunsFan

Guru
602
When getting in bound warm transfers, I need to decide whether to take the transfer directly or call the prospect back when I have the 30-60 minutes needed to gain rapport, etc.
I can't turn on/off the transfers during the day. My option is either all calls are transferred when client is on phone, or I call them back when I am at my desk, can use my script and tools, etc. I'm thinking I need to be at my desk or in a quiet location to be effective vs a call coming thru when I'm out with the family ( covid.. no school. etc) or anywhere else where I cant focus effectively?? risk of lead not answering? Plan B. take the call,,, have a 5 minute talk to get the ball rolling. then advise I will call them back in xxxx minutes,. etc? thanks
 
When getting in bound warm transfers, I need to decide whether to take the transfer directly or call the prospect back when I have the 30-60 minutes needed to gain rapport, etc.
I can't turn on/off the transfers during the day. My option is either all calls are transferred when client is on phone, or I call them back when I am at my desk, can use my script and tools, etc. I'm thinking I need to be at my desk or in a quiet location to be effective vs a call coming thru when I'm out with the family ( covid.. no school. etc) or anywhere else where I cant focus effectively?? risk of lead not answering? Plan B. take the call,,, have a 5 minute talk to get the ball rolling. then advise I will call them back in xxxx minutes,. etc? thanks
You're at work, right? Why wouldn't you be at your desk? I've been "work from home" for close to 20 years and you need to set boundaries for your family (I have young kids as well).

When you're in your "office", you're not home. Even my wife calls me when she's in the house rather than come into my office during work hours.
 
I think you just hit on the biggest issue with inbound calls. YOU don't get to decide WHEN you talk to them.
I think it depends on the vendor you are working with. If I am not in position to accept the call, for any reason, I am not charged for it.
 
or call the prospect back when I have the 30-60 minutes needed to gain rapport, etc.

What makes you think the prospect has 30-60 minutes to speak later in the day?

Its not about you, its about them. They are saying right then is a good time for them... 10 out of 10 people have things to do later in the day after taking time to look for a life insurance policy. Instead of a guaranteed chance to talk, you are rolling the dice they will possibly be available later in the day.

Basically, your income depends on getting leads on the phone... and you are just putting it off until later...

Rays advice is your answer. Be "at work" during your work hours (at least most of the time). At least pick up the phone and do a quick into convo with them, get some basic info for the quote, and schedule a call back. But you are just throwing money away not picking up the phone.
 
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