Well Yeah, BUT...
They already have merchant with us
Do they have Treasury Management needs we can address?
Real Estate
Unqualified
Outbound Appointment Setting
Have VPA calendar open before outbound calling
These are NOT Trigger Events
UPIC
Merchant Services
Cash Flow Insights
Michael Phelps
They don't want to talk to you
Why are we letting them dictate our policies?
Tarot Card Reader
Unqualified
Confirming the Appointment
Have you done the 24 hour confirmation call?
Client only speaks Spanish
Any VPA can take this call - the Language Line can interpret ANY language for our client meetings.
What year did the first Woodstock Music Festival first take place
1969
The client was in a hurry
Pharmacy
Qualified - if 100% in person
Day of Appointment
Communicate with VPA regarding client's arrival
Long-term merchant client needs additional equipment
Cross Sales team handles equipment sales for all merchants boarded 6 months or more
What is the most shoplifted book in the US?
The Bible
Its just a lending conversation
If they're spending money, how are they getting it?
Tax Prep
Qualified! Must NOT offer Credit Repair
No Call - No Show
Notify VPA if status of appointment changes (reschedule, no show, cancellation)
Client needs password reset
Contact Treasury Management Client Care
What is the longest running television show of all time
Guiding Light
Why don't they have every single thing we offer?
Firearms
Qualified! In person ONLY!
Client Arrival
Connect with VPA on recorded line NOT on immediate speaker phone (as per regulatory compliance requirements)
These PNC team members offer Mobile Deposit
What are Branch Managers?
How many flavors of Kit Kat candy bars are available in Japan?
Over 200