Conference Call
Conference Call – Screen Share
After the initial call when you have evaluated the lead it is time for the conference call screen share. Like Buddy mentioned in our last unit, it is up to you if you just send them the recording and let them watch it, or if it is more high quality lead you probably want to take the time and do the screen share.
Below you have the video of Rhyan’s version of the call. I would suggest taking some time to review it, write down your own notes and then practice doing the call, maybe even use the lower quality leads to practice on. You can also use zoom and record yourself if you want to do it without audience to start with.
Click here for a link to the slides for the presentation – 1st Call Slides – Conference Call
The presentation is in PDF so be sure to download it to your computer and then when you go to present on a call make sure to go to View (top bar) and then select Full Screen Mode.
After you invite someone to a Conference Call you would mark that in Salesforce and go down to the Franchise Checklist and put a check mark with “Conference call invited” and then put the date under “Conference call date” – then after they attend you would check the box for “Conference call attended” or “Conference call missed” if they didn’t show up.