ADVISOR WORKS 90 DAY CALL ROTATION SERVICE
90 Day Call Rotation: Consider this another “touch” to your client. Advisor Works will perform the 90 day call rotation for your clients. This is a courtesy call to each client asking how they are doing. An Advisor Works rep will tell each client they are calling from the Advisor’s office to “check in”. If a client has a specific question/message which cannot be handled by Advisor Works, we will relay that question or message to the Advisor with a preferred method to contact the client. The Advisor and his/her staff will know in advance which days the calls are being made to their clients. A report will be produced by Advisor Works and provided to the Advisor within two days of the calls being made.
Setup & Quarterly Process:
Report to include the following information:
90 Day Call Rotation: Consider this another “touch” to your client. Advisor Works will perform the 90 day call rotation for your clients. This is a courtesy call to each client asking how they are doing. An Advisor Works rep will tell each client they are calling from the Advisor’s office to “check in”. If a client has a specific question/message which cannot be handled by Advisor Works, we will relay that question or message to the Advisor with a preferred method to contact the client. The Advisor and his/her staff will know in advance which days the calls are being made to their clients. A report will be produced by Advisor Works and provided to the Advisor within two days of the calls being made.
Setup & Quarterly Process:
- Agreement for service initiated based on number of client calls to be made each quarter.
- Advisor Works provides sample call script.
- Advisor Approves call script with any additions.
- Advisor or Staff to provide excel spreadsheet of clients, names, phone numbers
- AW will advise Advisor in advance which days of the month will be dedicated to calling his or her clients.
- Advisor’s staff will provide any updates, deletions/additions prior to the chosen date.
- AW will provide a reminder to the assigned staff one week prior to the day the calls will be placed
- AW will provide a report on the client list spreadsheet to the Advisor/staff within two days of the calls being made so that Advisor’s staff can update their client contact database and make appropriate followups.
Report to include the following information:
- Message left on voicemail
- Spoke with client and notes from conversation
- Concerns client has with a preferred method for Advisor to contact client