3-Appointment

The journey continues now that the buyer has engaged with us and wants to arrange an appointment with one of our Community Managers. The buyer is feeling supported and heard; they are motivated, excited and starting to picture their future. 

Let's dig into the key processes to help ensure the best customer experience. 

OCS Appointment Set

1. OSC uses the Hubspot Booking Links to find an open time with the Community Manager 
2. Setting the appointment puts the event on the Community Manager's and consumers calendars 
3. OSC send a follow-up email with the information of who, what and when the appointment will happen 
4. The Community Manager replies to that email to confirm receipt and introduce themselves 
5. OSC sets up a follow-up sequenced to ensure the appointment happens and goes well
6. The consumer is put on a follow-up sequence with the Community Manager to make sure they follow post-appointment