JRB 15-Minute Calendar – Use for live call transfer schedule checks and for scheduling JRB Call Backs
2 Options for this type
Live Call Transfer during day – Check JRB Calendar for current availability – If time closest to current time is available on the calendar – then most likely can do a live call transfer attempt. If that fails, you will schedule or take the message with the prospect
Check and schedule a call for JRB to call the client back or meet on zoom. Ask client what they prefer, and the check calenmdar that matches their response
Leave a Message for JRB – Use this form to take a message from vendors and telemarketers that call in – and even clients who do not want to have a live transfer or schedule a call with me