Demo Line: 1-800-704-1314 with
Fax-On-Demand extension
Scenario –
Brian Jones, Jones Wealth Management
(Financial Planner)
Brian Jones is a Certified Financial
Planner who works from an office in his
home and on the road when visiting
clients. His business does not yet justify
him establishing a dedicated office;
however, he certainly does not want his
kids picking up when customers call! He
wants to give the impression of a much
larger and well established Financial
Consulting Firm.
Brian uses TeleCenter to present a larger
business image by allowing callers to
choose from multiple departments when
calling his company. Even though he
personally handles all calls coming in to
each extension, his existing and potential
clients are given the impression that they
are dealing with a larger company and not
a one man operation.
Brian had a professional Female Voice
Talent record his main greetings to add to
the professionalism.
Dial 1-800-704-1314 to listen to how
TeleCenter works for Brian Jones.
Script –
Brian Jones, Jones Wealth Management
(Financial Planner)
Main Greeting: “Thank
you for calling Jones Wealth Management.
If you know the extension number you are
calling for enter it now. So that we may
assist you according to your personal
needs please identify your reason for
calling by choosing from one of the
following options. If you know the name of
the Certified Financial Planner you are
calling for please press 411 and, when
prompted, enter at least 4 letters of the
person’s last name. If you are a New
Client and would like to schedule an
appointment for a Complimentary
Consultation please press the extension
number that corresponds with the area of
Financial Planning you are interested in.
For Asset Management press 101, Tax
Planning press 102, Investment Portfolios
press 103 and for Retirement Planning
press 104.
If you would like to receive Brian’s
latest report on Investment Trends by
e-mail please press 301 and leave your
contact information when prompted. You may
also receive the Report delivered directly
to your fax machine by pressing 900. We
appreciate your interest in Brian’s work,
have a great day!”
Extension 411: The only
person’s name who is actually entered
into the system is Brian Jones. All
existing clients will be entering his
name and have the ability to connect to
his personal extension. However, the
Dial By Name features makes it seem as
if there are additional CFP’s (Certified
Financial Planners) in the office.
Extension 10 – Brian’s
Personal Extension: Brian routinely
schedules appointments with his clients.
Giving them a direct extension to dial
in order to reach him gives them a
feeling of priority.
Extension 101 – Asset
Management: Brian answers this
extension. Extension 102 – Tax Planning:
Brian answers this extension. Extension
103 – Investment Portfolios: Brian
answers this extension. Extension 104 –
Retirement Planning: Brian answers this
extension.
Extension 301 – Investment
Trends Report request: Brian
utilizes a ‘Message Taking’ Extension
here in order to gather the necessary
information to add a client to his
e-mail and direct mailing list.
Extension 301 says - “Thank you for
your interest in receiving Brian Jones’s
Investment Trends Report. Please leave
your name and your e-mail address
following the prompt. Be sure to spell
out your e-mail address twice. If you
would like to be added to our mailing
list make sure you also leave your
complete mailing address and phone
number. Please be assured that any
information left here will be used
solely for the purpose of communication
from Brian Jones and your information
will not be sold or made public. You
should expect to see the Investment
Trends Report in your e-mail inbox
within two business days. Thank you for
your interest!”
Extension 900 – Fax-On-Demand:
Setting this extension up as a
Fax-On-Demand extension allows Brian the
ability to deliver his reports to
potential and existing clients
automatically. A caller can dial this
extension and will be prompted to
provide a fax number. The caller then
hangs up. In the meantime TeleCenter
will dial the fax number the caller
provided and deliver the document stored
on this extension.
Brian can also dial into this extension
himself while he is on the road and
enter a client’s fax number to have
TeleCenter send the Report automatically
by fax! Brian doesn’t even need to be
near a fax machine.
Continue to listen to more scenarios
 Scenario
Three: Bill Wright, Internet Technologies
Consultant
Click to read scenario description, and
call Demo Line: 1-800-704-3512
Scenario
Four: Check My Credit Inc
Click to read scenario description, and
call Demo Line: 1-800-704-8543
Scenario
Five: Five Star Dental
Click to read scenario description, and
call Demo Line: 1-800-704-8546
Find
out more about
TeleCenter Voicemail Service . . .
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