b. Yext - The Phone Call
- Reina Underwood
An unsuccessful email outreach attempt (no client interaction/action) should always be followed by a phone call to the client after 2 business days. The following is the script for the call:
Client outreach phone script
Good Morning / Afternoon
My name Is {your name} and I am calling from {Dealer Spike or ARI} regarding your business directory service with us.
I understand you may be busy so I will keep it short. I have sent over an email with a URL that will allow us to access your Facebook Business and Google My Business accounts. This is an important step in setting up your directory listing properly.
Do you require any assistance or any further instructions on how to give us access? The sooner we get access the faster we will be able to proceed with your account.
If a client does not pick up, a voicemail should be left for the main contact with the same message.
Remember to research the account manager in Dynamics365 before you attempt your call. This way, you can refer your client to the account manager if there are further questions which you cannot provide an answer.
On the main Account page, select the Account Ownership/Dates tab to see who is listed under the DS or ARI Website Manager.
Next Step: Outreach Schedule & Updating the Trello Board