Leads & Appointments | Yellowstone Life Group

Virtual Sales Curriculum

The Daily Roundtable

Schedule A Call with Heather

1. Creating Your Schedule | 2. Your Virtual Office & Social Media | 3. Equis Resources | 4. Insurance Toolkit | 5. Carrier Websites

6. Leads & Booking | 7. The Presentation | 8. Tracking & Reporting Sales Activity | 9. Building Activity | 10. Daily Roundtable

6A. Integrity Lead Center

Watch on-demand trainings webinars on-demand.

Tune in to the Daily Roundtable call every Wednesday for Lead Center training & updates from Kristen Brockman. Use the link above to join at 9am cst.

Register & Login [pdf]

Set Up Wallet [pdf]

Instant Purchase Leads [pdf]

Manage Your Leads [pdf]

Request A Refund [pdf]

6b. Booking Appointments

IVR Lead Script PDF

Mail-in Lead Script PDF

Phone Objections PDF

Locking Down Your Appointments

Dialing Mortgage Protection Leads

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