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Episode 4: How to Manage your Inside Sale Agent

Updated: Jan 8



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When we talk about abdication of roles, this is the biggest abdication because the person in charge, the business owner, the manager, they have no background on it. Usually where they don't make appointments, so they just want to get rid of it. How are you going to train somebody if you haven't been involved with it? You're just pulling numbers out of air.


It doesn't matter whether you're hired virtually or whether you're hiring in-house, outhouse, whatever house. Like it's a hard position to fill. Well, not just to fill. I think it's just a hard position to have what we find. You're going to have to hire five people to get that one person. We're looking at 500 resumes to hopefully get one through training.


So the very first thing that I feel that you should do is, number one. Oh. All right. We're here to talk about what they call inside sales agents or appointment setters. We've talked about marketing assistants. We've talked about other types of assistants hiring, where to start. But now this is the person that calls and makes appointments, not a customer service, but an actual person that sets appointments for you inside sales agents, what the industry calls them sometimes, and this is what most people think that virtual assistants are, is callers.


And so that's where we're at today. We're going to talk about inside sales agents. So the first thing that you need to do when you are talking about inside sales agents and what they can do for you, the very first thing is you've got to figure out what you're going to have them do. So we're going to get into a lot of the different things that an inside sales agent can do.


But what they first are is they are appointment setters. And the first thing that you really need to do if you are going to be training these people or somebody on your team, you have to know the script really well and you have to know exactly what they're going to be doing. So define the roles and responsibilities of the inside Sales agent.


Clearly outline the tasks, the expectations. Make sure that you have a really good training process and a tracking process. They need to know the expectations. This, I feel, is one of the hardest things that a one of the hardest things for a virtual assistant to do. But it also I feel that it takes the person in charge.


They tend to step away from this role abdicating when we talk about abdication of roles and this is the biggest abdication because the person in charge, the business owner, the manager who's ever in charge of this, they have no background on it. Usually where they don't make appointments, so they just want to get rid of it. Somebody else call, but this is a moneymaker and this is where you can can go in there and actually help it grow


And how are you going to train somebody if you haven't been involved with it? If they come back to you and they say, oh, well, these leads are bad or whatever else, if you've never actually called and you've never set the timeframe of what needs to be done, you're like, Oh, with 8 hours of calls, you should set 16 appointments or you should set


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