Pacific Northwest's Premiere Estate Planning Law Firm | Free Strategy Session - 206.659.1512
General Guidelines
- 1. The preference is to have Clients/Potential Clients book a phone call.
- 2. They don't want to? email or voicemail.
- 3.Please do not call staff directly - send to voicemail.
1. There are three different meeting types you will be scheduling:
- Current Clients
- Potential Client – Estate Planning
- Potential Client – Probate
2. All other calls routed to voicemail/email
QUICK SCRIPT
italics = script
no italics = directions
1. Thank you for calling CMS Law Firm, this is ___________, how may I help you?
2. Are you a current client or new client?
- current client = Great. Can you tell me the name of the attorney you are working with? Thank you. Let me pull up the calendar and see what times they have available.
- new client = Great. We’re looking forward to helping you. Do you need help with estate planning or probate? Perfect. Let me pull up the calendar and see what times are available.
- other = Thank you for reaching out. For these types of inquiries I can either take a message or you can email and we’ll get back to you. Which would you prefer?
- Message = take a message and email the appropriate person.
- Email = provide the person’s email address.
3. Click the button to go to the calendar you need and follow the steps!
Estate Planning Consult - PHONE
- 1. Okay, let's find a day that works for you... we have some times __________ and _____________. Do either of those work?
- 2. Perfect. And on _______________, would you prefer morning or afternoon?
- 3. Great. And we have ______________, ___________, and ___________. Any of those work?
- 4. Click on time selected and click continue.
- 5. Excellent. Now, may I get just a little background information from you so we can be ready for your consultation?
- 6. Great! May I have your...
- 7. Okay, we've got you all set for _________________, ______________ _____ at _________. On that date and at that time we'll give you a call and see what we can do to help. Thank you for calling CMS Law Firm... Have a great day!
Probate Consult - PHONE
- 1. Okay, let's find a day that works for you... we have some times __________ and _____________. Do either of those work?
- 2. Perfect. And on _______________, would you prefer morning or afternoon?
- 3. Great. And we have ______________, ___________, and ___________. Any of those work?
- 4. Click on time selected and click continue.
- 5. Excellent. Now, may I get just a little background information from you so we can be ready for your consultation?
- 6. Great! May I have your...
- 7. Okay, we've got you all set for _________________, ______________ _____ at _________. On that date and at that time we'll give you a call and see what we can do to help. Thank you for calling CMS Law Firm... Have a great day!
Current Client - PHONE
- 1. Can you please tell me the Attorney that you are working with so I can pull up their calendar?
- 2. Okay, let's find a day that works for you... we have some times __________ and _____________. Do either of those work?
- 3. Perfect. And on _______________, would you prefer morning or afternoon?
- 4. Great. And we have ______________, ___________, and ___________. Any of those work?
- 5. Click on time selected and click continue.
- 6. Excellent. Now, may I get just a little background information from you so we can be ready for your consultation?
- 7. Great! May I have your...
- 8. Okay, we've got you all set for _________________, ______________ _____ at _________. On that date and at that time ____________ will give you a call. Thank you for calling CMS Law Firm... Have a great day!
Troubleshooting
- 1. LOST - someone needs directions because they have an appt right now
- Sorry to hear you are lost. I will let the office know and they’ll call you back right away to help.
- 2. Cancellation
- I can definitely take care of that for you. Do you know your appointment date and time? (write down name/appt date and time)
- Perfect. I will take care of that for you. Have a great day!
- Once off the phone find the appointment on the calendar and delete it.
- 3. Reschedule
- I can definitely take care of that for you. Do you know your current appointment date and time? (write it down)
- The easiest thing to do is just book you a new time. (Look at the calendar and book them in for a new time).
- When off the phone go delete the original appointment from the calendar.