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Process:

  • Each agent should dial 30 outbounds 2 agents will be assigned 30 leads per day

  • The goal for the outbound agent is to enroll by engaging in conversation and getting them excited.

  • Give you harness number for pending callbacks for inbound enrollments

  • Also, leave your harness number on outbound messages

  • Every outbound call for the Steward campaign should be entered into the call tracking form

  • The customer phone number in the call tracking form should be entered in the following format: 5556667777 (ie no parentheses or hyphens)

  • You must keep track of each dial to know when you’ve reached 30 outbounds

  • Once you’ve dialed 30, notify Mike Gaudette who will notify WFM to update your skilling back to regular inbound

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