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- AE CallCare is $10 for every five attempts. If you have leads you would like called more than five times, the fee would increase every five attempts.
- AE CallCare is $50 for hourly calls for inbound and outbound campaigns.
- AE CallCare charges $7 for every three aged-lead attempts.
- Multiple callers will be assigned and familiar with your campaign. Typically, there are always at least two voices to a campaign to ensure the best results. All callers are domestic.
- AE CallCare will work any leads you send for the agreed-upon attempts. There is no time commitment.
- Any retirement-focused lead. For example: radio, TV, workshop, paid leads, client referrals, whitepaper requests.
- We recommend none dating further back than one year to ensure the best results. However, you can send over any leads you would like us to call on your behalf.
- AE CallCare has experience with multiple calendar types, including Outlook, Redtail, Salesforce, Google, Sumo, Calendly and others. We will discuss this on our onboarding call.
- We will work with you to determine how you want your appointments scheduled. We set appointments that work best for you and your office based on asset threshold, in-person visits, time preferences and other criteria.
- We have a best-practice call process, but you can adjust this script to better fit the needs of your office.
- We uncover asset amount, location, age, marital status, main concerns, purpose of money, timeline for retirement, and questions or other concerns prospects have for the advisor.
- AE CallCare will set appointments according to your preferences. Having the ability to set both appointment types will increase our results, but your office decides the parameters.
- After we receive your onboarding form, we schedule one more call to go over your answers and our process. Then, we are ready to go.
- AE CallCare uses several local numbers to your office and the prospect that we rotate between to ensure the best connectivity.
- Call times are between 8 a.m. and 7:30 p.m. in your time zone or the prospect’s time zone if leads span multiple time zones.
- AE CallCare will handle all callbacks until the lead is booked for your office.
- Your office will receive an email with all relevant notes once an appointment has been set.
- Weekly reporting will be sent to you with all calls, notes and current dispositions of your leads.