Aladdin Academy

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Pre-Appointment Follow-Up

2 lessons
1 quiz
19 students

A comprehensive guide on handling cancellations and rescheduling appointments at Aladdin. She starts by identifying the primary reasons behind cancellations and rescheduling, which include conflicting schedules, personal emergencies, and shifting business priorities. Understanding these reasons is crucial for effectively managing requests.

Josie emphasizes the importance of empathetic communication when handling these requests. Acknowledging the client’s situation and offering alternative dates and times demonstrates understanding and flexibility. Following up to ensure commitment to the new arrangement is also highlighted as essential, utilizing various communication channels to keep clients informed and engaged while maintaining professionalism.

Furthermore, Josie provides a practical demonstration of how to document changes in the meeting hub, ensuring accurate and up-to-date records. By guiding through the process of rescheduling or canceling appointments seamlessly, she ensures that the team can implement the knowledge gained effectively.

In the realm of B2B appointment setting, effective preappointment communication is identified as crucial for fostering lasting connections with clients. The overview explores the significance of preappointment communication in facilitating successful meetings. It emphasizes the exchange of information between parties after an appointment has been scheduled, up until the commencement of the meeting.

Josie highlights the role of reminders in increasing attendance rates and fostering professionalism, reliability, and consideration for clients’ time. The choice of communication medium, timing, frequency, and personalization of reminders are discussed as key factors in maximizing their effectiveness.

Overall, Josie’s overview provides a comprehensive understanding of the importance of effective communication in handling cancellations and rescheduling appointments, as well as in facilitating successful B2B meetings. By emphasizing empathy, professionalism, and practical skills, she equips the team at Aladdin with the knowledge and tools necessary to excel in their roles.

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Jocelyn is an appointment setter also with more than a decade experience as sales and support in call center. She's an experienced Senior trainer in a call center wherein she trains and mold new hire trainees. Jocelyn graduated with a Bachelor of Science in Business Administration and a Master in Business Administration holder as well. She's experienced in MS tools, CRM and Salesforce.

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