Sale!

Financial Advisers Appointment Setting

$2,600.00$8,200.00

Guaranteed appointment setting system for financial advisors.

Category: SKU: N/A

Description

It is our aim to help our clients to reach their goals. The most important aspect of sales in insurance and financial planning is appointments, which are the lifeblood of every business. This is our step by step methodology on how we will be generating appointments for you.

We understand your target audience and their desires. Based on this we create a bait (which both parties agrees on) and bring them to meet up with you.

Our lead generation subscription service details and terms are below but if there is a particular request you would like to discuss please feel free to give us feedback as well.

We look forward to working with your team.

Deliverables

  • Appointments: Number of appointments based on the package.
  • Strategy: We will discuss together to identify:- Target Audience

    – What value your services add to them

    – Why they would like to meet up

    – How to attract them for a meeting

    – Bait creation

    – How to improve meetings quality

  • Bait Creation: We will help you to create a bait that will attract the audience as well.
  • Ad Creation: We will create the ads that we believe will attract your audience
  • Ad Management: We will manage the ads and adjust them to improve the conversions.
  • Appointment Setting: We will be setting appointments with the leads generated via chat to set appointments with them.
  • Adjustments: We will adjust the ad copies and our process together to ensure the quality of the leads and appointments are high and it is working.

Terms and conditions

  1. 1. Definitions

    In the Document below Getbuzz Solutions Pte. Ltd. ( Company Registration Number: 20110482G)  will be stated as ” The Company”

    In the Document, the buyer will be stated as “Client”

    1. Quotation

    1.1 All quoted prices are valid only up to 10 working days after the quotation have been received. Acceptance of this quotation automatically signifies acceptance of the terms and conditions set out here and indicates an agreement between the company and the client.

    1.2 Only the services described in the quotation is included within the price given. Any other works or service outside of the scope of the quote given will be chargeable.  Any modification or extra work that falls outside of the remit of this quotation must first be agreed with a price and by both parties through a written form (email/agreement) before it may go ahead.

    2. Scope of work

    2.1 Getbuzz will endeavor to carry out the listed services to a high and expected professional standard.

    2.2 Company shall show the ad copies and the plan on how they will generate leads and set appointments to the client. And the company can start the campaign only after the acceptance of the client on lead generation.

    2.3 Whilst all reasonable effort will be made to carry out the required services, the company reserves the right to alter or cancel some or all work at short notice in the case of reasons beyond control. In such cases, the company will refund based on the number of appointments that have not delivered to the client.

    2.4 Deliverables have been stated in the Deliverables tab.

    2.5 Client understands Company get leads and appointments through social media channels and do not directly contact the leads to see their eligibility. In case a lead is a fake lead or not within the target audience, the Company can replace those appointments.

    3. Invoicing and Payment

    3.1 The client accepts the final quote given.  On acceptance of the quote, 100% of the balance shall be immediately due for settlement before work commences.

    3.2 The company shall provide the number of appointments as stated within 90 days after starting the work. In case of failure, the company shall reimburse client $80/ number of appointments that have not been set.

    3.3 If the invoice is not settled within 15 days of the invoice date, the Company reserves the right to change the quotation amount.

    3.4 These terms and conditions will represent a contract between the company and client according to the laws of Singapore.