Specialized Schedulers - Client Information Form

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Client Information Form

“Having worked with Ashley and Specialized Schedulers on very different projects, I am more than confident when I deliver a strong endorsement of their work. What distinguishes Ashley and her firm from others who advertise themselves as schedulers is as follows:

-Customized approach and support. In one project I challenged Ashley to seek out a scheduler who had a keen sense of the both the geography and the offices within. She and her hand picked scheduler over delivered on this project. The results met and exceeded our expectations.
-Understanding the business of financial services and wholesaling...requires careful attention to detail and the relationships impacted. Ashley and her team deliver “no surprises” when working with wholesaler teams. The schedulers are obviously trained very well as their communication skills are superior.
-Adjustments. Being a reality of the business, they are more than open to change direction either in providing more dedication or moving into a more static role if need be. This was appreciated as the “one size fits all” approach to scheduling fails and leaves everyone in a mode of providing damage control.
-Professionalism. One of the biggest concerns that comes with hiring a scheduling team or person is the impact they can have on both the individual and company brand/reputation. Being a veteran in the business, Ashley imposes this virtue on her staff.
-Team-feedback and first hand experience. Working with Ashley and Specialized Schedulers you are hiring an extended member of your wholesaling team(s).

Again, they differentiate from other firms by avoiding the awkward outsourced person that can negatively impact both the synergy of the team as well as the clients they work with.”

Andrew Farrell

Client Name:

Company name:

Phone:
Email:

Address:

City:
State:
Zip:

Internal Sales Name:

Internal Sales Phone:

Email Address:

Division Covered:

Territory Covered:

Length of Time in Territory:

Outline of ideal day scheduled; i.e. types of appointments and number of appointments:

Indicate types of meetings you would like to have scheduled with a check mark:

Breakfast Meetings Multiple one on one meetings in wire houses 15-30 min back to back Walk Throughs Group lunch meetings: In Office Group lunch meetings: Out of Office Cocktail Meetings Dinner Meetings CE Meetings
Permission to send email appointment requests to clients in addition to phone calls:
Yes No
Focus Firms:

Additional Information: