Cold Caller and Appointment Setter Specialist
Make outbound calls for US small businesses the right way: calling rules, honest openers, proper bookings, insurance live transfers and truthful logs. Pass the test to earn a verified certification.
What this course covers
A practical course for VAs who make outbound calls for US small businesses in home services, real estate, insurance and B2B. You learn how a calling seat works and what the daily numbers mean, the US calling rules a caller must know (calling hours, do-not-call requests, caller identification, dialers and texts), how to open a call honestly, how to qualify and book an appointment in the right time zone, how to handle objections and gatekeepers and when to stop, what an unlicensed caller may and may not say on an insurance live transfer, and how to log and report truthfully. It ends with a timed certification test.
Course outline
- What a calling seat is and how the day runs9 min
- US calling rules every caller must knowVideo · 12 min
- The first 20 secondsVideo · 10 min
- Qualify with the client's questions and book it properly11 min
- Objections, gatekeepers and when to stopVideo · 10 min
- Live transfers for insurance11 min
- Log every call honestly10 min
- The daily report, the pre-shift check and the test9 min
Certificate
Finish every lesson, then pass a timed certification test to earn the Certified badge. Each certificate has its own verify page a client can open, and a button to add it to LinkedIn.
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