TELEPHONE SURVEYS

Live Appointment Setting Survey

"Hi,

I am calling on behalf of <First Name> <Last Name> with <Company Name>.

As a courtesy, <First Name> has asked me to place this follow up call to both thank you for giving up your precious time to speak to us about your financial future and also extend an invitation to meet with you on an individual basis at our office.

Are you intersted in a one on one consultation with <First Name> {Yes/No}

IF YES: What time and days are you available to meet? {Date}

IF NO: Can <First Name> contact you in the future about financial products & Services? {Yes/No}

Someone from <First Name>'s office will be contacting you shortly to confirm an appointment.

Thank you for your time and have a great day!"

Attendee Survey Questions

• Was the time of the seminar convenient for you?
• What time would have been better?
• Regarding the restaurant, was the location convenient for you?
• How would you rate the room and food on a scale of 1 to 5, with 5 being "excellent"?
• Regarding the overall seminar, how would you rate the information provided?
• Regarding the presenter(s)...did he/she/they come across as professional, with knowledge, passion and a genuine concern for the subject matter?
• Have you attended other dinner seminars within the last 3 months?
• How would you rate this seminar?
• What could be done to make the overall seminar experience better?

Please call 1-888-467-2283
to begin making your Post Seminar IMPACT!