Productivity ninjas let clients book online

Some clients are difficult to reach. Some you can get in touch with, but they aren’t able to schedule a meeting. Others could schedule a meeting, but not for a time that works for you. What to do about this?

In his 2016 Annual Meeting presentation, “Outlook to outsourcing: The compliant productivity ninja,” Ashley R. Pattinson, AFPC, FChFP, a five-year MDRT member from Baulkham Hills, New South Wales, Australia, suggests using software that gives clients online access to your schedule and lets them book themselves into a time that works for all.

“When the clients receive your email, they only need to click on the link and follow the directions,” he said. Those include selecting:

• The service
• Which advisor they wish to see
• When and where the meeting is to be conducted
• Two possible dates and times
• What they need to see you about

Then they’re done.
Hear more tips for time management in the March episode of MDRT Presents:

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Written by Matt Pais, MDRT Content Specialist