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The Rise of Virtual Meetings: How to Adjust Your Scheduling Strategy Accordingly

Virtual meetings aren’t going anywhere anytime soon; organizations across the globe are restructuring their sales process to adapt to this “New Normal” in the aftermath of the global pandemic.

If you haven’t already embraced online meetings with your clients and colleagues, you’re unfortunately late to the game. In-person sales meetings, lunch outings, cocktail hours, and your other client meeting protocol likely won’t be widely practiced again for several months as social distancing guidelines remain firmly in place and companies practice increased safety measures. Zoom, one of the most popular online meeting platforms, shared that its daily active meeting participants topped 300 million last month. Now it’s imperative that your sales structure is adjusted to meet the ever-changing needs of your customers, and in today’s climate that means your meetings must be virtual.

We have the tools to help you start meeting with clients virtually on meeting platforms like Zoom, Skype, and GoToMeeting. Our team is well-equipped to set up virtual meetings for our clients, so you simply have to sign online and do what you do best; sell your product.

At the end of the day, we see the rise in virtual meetings as a window for growth for wholesalers. Here are just a few reasons why:

1. You have more time. We are able to schedule more meetings in one day when there’s no travel involved. It’s simple; without the need for including travel time in your calendar, we’re able to increase your number of meetings scheduled per day.

2. Working from home often means more availability for advisors. In this new “work from home” environment, we’ve found that advisors are more readily available without the common distractions of being in the office. People are spending more time at home on their computers, so we have a better chance of connecting with advisors, and they’re more apt to accept our virtual meeting requests.

3. You can focus on your job, we’ll focus on ours. Our clients are able to focus 100% on selling their products, rather than planning and scheduling. Our wholesaler scheduling service is done with professionalism, agility, and transparency. This means that our clients receive daily updates from our schedulers and don’t have to worry about tracking down information.

Now more than ever, outsourcing your scheduling will keep your virtual meeting calendar full.

Over the last 6 weeks, we have scheduled 1,262 virtual meetings for our wholesalers. Now is the time to expect more from your scheduler.

Interested in learning more about how we can support your sales and growth strategy? Connect with us to schedule a meeting to discuss your scheduling needs.


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