When calling your leads, our goal is always to make a Live Transfer. However, there are some situations where, although the lead is truly interested in speaking with you, they just cannot speak at that moment. Maybe the lead is at work, or on the other line.
Other times it is unclear if the lead is truly interested in speaking with you, but still is open to a callback. Here lies the difference between the Booked Appointment call result and the Callback Later call result.
Below we'll talk in more detail about these 2 call results.
Booked Appointments
If we book an appointment, it means we have given us a material amount of information about their purchase situation and would like to speak with you at a set time. In our ISAs judgement, the lead has risen to the level of a Booked Appointment. But for the fact that the lead could not speak at the moment, it would otherwise have been a Live Transfer. The bar is pretty high here, because we understand that an appointment no-show is a frustrating thing to happen.
In this case, we'll book an appointment on the calendar link you entered in our onboarding form. This is the link we will use to schedule the booking for you directly.
Callback Later
There are other times where the lead has not given us enough information about their purchase situation, but still agrees (or suggests) for us to call them back. In this case we will schedule an internal callback on our calling platform and mark the call as "Callback Later".
For example, let's say the lead tries to rush us off the phone by cutting the conversation short to say "can you call me tomorrow I'm busy." This is the classic Callback Later scenario. Our ISA team will call that lead at the time agreed, and look to make a Live Transfer to you at that point.
Another type of situation is where the lead says "I'm not looking to buy right now, probably in 3 months". Although we will try to educate the lead that if that's the case, they need to start planning now - if they insist on a callback in a few months, we will schedule a callback for that time.
The lead will be marked as Callback Later on the
call report.
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