Demo Line: 1-800-704-1314 with Fax-On-Demand extension
Scenario – Brian Jones, Jones
Wealth Management (Financial Planner)
Brian Jones is a Certified Financial Planner who works from
an office in his home and on the road when visiting clients.
His business does not yet justify him establishing a
dedicated office; however, he certainly does not want his
kids picking up when customers call! He wants to give the
impression of a much larger and well established Financial
Brian uses TeleCenter to present a larger business image by
allowing callers to choose from multiple departments when
calling his company. Even though he personally handles all
calls coming in to each extension, his existing and
potential clients are given the impression that they are
dealing with a larger company and not a one man operation.
Brian had a professional Female Voice Talent record his main
greetings to add to the professionalism.
Dial 1-800-704-1314 to listen to how TeleCenter works for
Script – Brian Jones, Jones
Wealth Management (Financial Planner)
Main Greeting: “Thank you for calling
Jones Wealth Management. If you know the extension number
you are calling for enter it now. So that we may assist you
according to your personal needs please identify your reason
for calling by choosing from one of the following options.
If you know the name of the Certified Financial Planner you
are calling for please press 411 and, when prompted, enter
at least 4 letters of the person’s last name. If you are a
New Client and would like to schedule an appointment for a
Complimentary Consultation please press the extension number
that corresponds with the area of Financial Planning you are
interested in. For Asset Management press 101, Tax Planning
press 102, Investment Portfolios press 103 and for
Retirement Planning press 104.
If you would like to receive Brian’s latest report on
Investment Trends by e-mail please press 301 and leave your
contact information when prompted. You may also receive the
Report delivered directly to your fax machine by pressing
900. We appreciate your interest in Brian’s work, have a
Extension 411: The only person’s name who
is actually entered into the system is Brian Jones. All
existing clients will be entering his name and have the
ability to connect to his personal extension. However, the
Dial By Name features makes it seem as if there are
additional CFP’s (Certified Financial Planners) in the
Extension 10 – Brian’s Personal
Extension: Brian routinely schedules appointments with his
clients. Giving them a direct extension to dial in order
to reach him gives them a feeling of priority.
Extension 101 – Asset Management: Brian
answers this extension. Extension 102 – Tax Planning:
Brian answers this extension. Extension 103 – Investment
Portfolios: Brian answers this extension. Extension 104 –
Retirement Planning: Brian answers this extension.
Extension 301 – Investment Trends Report request:
Brian utilizes a ‘Message Taking’ Extension here in order
to gather the necessary information to add a client to his
e-mail and direct mailing list.
Extension 301 says - “Thank you for your interest in
receiving Brian Jones’s Investment Trends Report. Please
leave your name and your e-mail address following the
prompt. Be sure to spell out your e-mail address twice. If
you would like to be added to our mailing list make sure
you also leave your complete mailing address and phone
number. Please be assured that any information left here
will be used solely for the purpose of communication from
Brian Jones and your information will not be sold or made
public. You should expect to see the Investment Trends
Report in your e-mail inbox within two business days.
Thank you for your interest!”
Extension 900 – Fax-On-Demand: Setting
this extension up as a Fax-On-Demand extension allows
Brian the ability to deliver his reports to potential and
existing clients automatically. A caller can dial this
extension and will be prompted to provide a fax number.
The caller then hangs up. In the meantime TeleCenter will
dial the fax number the caller provided and deliver the
document stored on this extension.
Brian can also dial into this extension himself while he
is on the road and enter a client’s fax number to have
TeleCenter send the Report automatically by fax! Brian
doesn’t even need to be near a fax machine.