Get Your Fill of FAQs
Have questions about how Impact Call Care helps financial advisors? We’re happy to provide answers.
Impact Call Care is $13 for every seven attempts. If you have leads you would like called more than seven times, the fee would increase every seven attempts.
Impact Call Care is $60 hourly for outbound dialing campaigns and $50 per hour for inbound calls.
Impact Call Care charges $10 for every three aged-lead attempts.
Multiple callers will be assigned and familiar with your campaign. Typically, there are always at least two voices to a campaign to ensure the best results. All callers are domestic.
Impact Call Care will work any leads you send for the agreed-upon attempts. There is no time commitment.
Any retirement-focused lead. For example: radio, TV, workshop, paid leads, client referrals, whitepaper requests.
We recommend none dating further back than one year to ensure the best results. However, you can send over any leads you would like us to call on your behalf.
Impact Call Care has experience with multiple calendar types, including Outlook, Redtail, Salesforce, Google, Sumo, Calendly, and others. We will discuss this on our onboarding call.
We will work with you to determine how you want your appointments scheduled. We set appointments that work best for you and your office based on asset threshold, in-person visits, time preferences, and other criteria.
We have a best-practice call process, but you can adjust this script to better fit the needs of your office.
We uncover asset amount, location, age, marital status, main concerns, purpose of money, timeline for retirement, and questions or other concerns prospects have for the advisor.
Impact Call Care will set appointments according to your preferences. Having the ability to set both appointment types will increase our results, but your office decides the parameters.
After we receive your onboarding form, we schedule one more call to go over your answers and our process. Then, we are ready to go.
Impact Call Care uses several local numbers to your office and the prospect that we rotate between to ensure the best connectivity.
Call times are between 8 a.m. and 7:30 p.m. in your time zone or the prospect’s time zone if leads span multiple time zones.
Impact Call Care will handle all callbacks until the lead is booked for your office.
Your office will receive an email with all relevant notes once an appointment has been set.
Weekly reporting will be sent to you with all calls, notes, and current dispositions of your leads.