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Converting new marketing leads to scheduled appointments
Efficient appointment booking with qualified leads
Television and radio are effective marketing channels for businesses to reach a large number of clients quickly. Local media especially can showcase how growing businesses work to serve their respective communities. However, with the ramping of local advertising comes the expectation that you’ll always be available to answer when leads call. And, sometimes, that convenience for your potential new client could be during non-business hours, especially when your television and radio ads are broadcasted outside regular business hours and have a specific call-to-action with a phone number for them to dial. If you’re asking people to call your business, you should always be available to answer!
Wanting to ensure no call from a potential new client who saw or heard their show goes unanswered, Alloy Wealth Management started using Smith.ai’s 24/7 Virtual Receptionists to provide around-the-clock call answering, especially during non-traditional business hours. Smith.ai’s receptionists screen qualify, and schedule appointments for new marketing-qualified leads that boost the firm’s growth.
Alloy Wealth Management
Charlotte, North Carolina
The problem
A need for appointment scheduling after-hours callers
Our solution
24/7 live receptionists screening and scheduling potential new clients
Alloy Wealth Management is a financial services firm focused on helping clients with their insurance and retirement planning needs.
Alloy started using Smith.ai’s 24/7 Virtual Receptionists on the weekends to provide additional support to handle the increase in call volume without overburdening their current staff.
Smith.ai’s receptionists add a level of efficiency to the firm. Smith.ai handles inbound callers 24/7, provides detailed call summaries of each conversation that syncs in real-time with Alloy's Wealthbox CRM, schedules appointments with qualified leads, and more.
With Smith.ai as a partner, Alloy Wealth Management can operate without fear of missing any prospect calls.
Alloy now sees 60% of their callers scheduled for appointments on their calendar thanks to Smith.ai!
“We have been utilizing Smith.ai for 1.5 years after trying 4 other answering services and are very satisfied with Smith.ai! From onboarding as a new client to weekly account check-ins with customer service, Smith.ai is a breeze to work with!”
Smith.ai wasn’t the first answering service Alloy has used but it’s been the most successful solution to growing their business, as they previously tried 4 different answering services with little satisfaction. One key differentiator was their preference of being billed per -call rather than per -minute. In addition to predictable billing, Smith.ai’s call dashboard and features stand out to the firm. Kimmy and her team are able to listen to recorded calls, review call transcripts for relevant client information, block unwanted callers like spammers, forward VIP callers directly to employees, and much more — all directly from their dashboard!
Alloy Wealth Management is a wealth management firm serving the Carolinas, focusing on needs and values in insurance and retirement planning. The firm is committed to helping pre-retirees and retirees navigate through complicated future planning decisions. For the firm and clients, this means having a service that’s professional and compassionate when dealing with sensitive personal financial information.
Our North America-based agents — backed by our powerful AI — are skilled at having high-quality conversations, and have helped Alloy make the most out of their promotion efforts by capturing more qualified leads.
Smith.ai is trusted by 5,000+ businesses
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