Our Services
You can always count on Specialized Schedulers, Inc. to deliver on our Value Promise:
  • Timely implementation of your scheduling program
  • A fully staffed team of qualified, trained schedulers
  • Prompt, personal attention to your scheduling needs
Specialized Schedulers, Inc. lets you make selling your number one focus. By handling the logistics of appointment scheduling, we increase your sales teams productivity, which results in a bigger bottom line.

We’ll Prioritize Your Appointments: Quality sales lists make all the difference.
Specialized Schedulers, Inc.
will:
  • Evaluate/assess the client base and rotation schedule
  • Prioritize appointments based on production level, focus firms, and recent activity
  • Promote leads provided by the marketing department

We’ll Schedule the Meetings
: Let us handle the busy work. Specialized Schedulers, Inc. can set-up appointments of any type:
  • Breakfast meetings
  • Walk-throughs
  • One-on-ones
  • Lunch meetings
  • Group sales meeting
  • Seminars and road shows
We strive to maintain an open line of communication between fund coordinators, support staff, and branch managers to make the most efficient use of your time.

We’ll Maintain Your Appointment Calendar: An electronic calendar accessible by the sales rep and the scheduler keeps everyone on the same page. We can interface with a wide range of electronic calendars, such as Siebel and Sales Page, or with your firm’s internal calendar via the Web.

We’ll Confirm Your Meetings: Wasted time is wasted money, so we’ll make confirmation calls to clients prior to your scheduled appointment. We can even send a personalized confirmation via email or fax, at your request.

We’ll Manage Any Cancellations: Cancellations happen. We work to reduce them. We’ll also reschedule appointments as needed and update your calendar.

We’ll Take Care of the Mailings: A note of thanks goes a long way. Specialized Schedulers, Inc. can send client appreciation cards at your request.

YOU Focus on Sales!: Spend less time filling the appointment book and more time closing sales! With Specialized Schedulers, Inc. on your team, you can focus on boosting revenues.