Lesson Summary

This video discusses the importance of effectively using a calendar and time blocking in order to optimize daily workflow and contact prospects in a timely manner. The mindset and intention should be focused on the urgency of contacting prospects and the potential to change their future. CRM documentation and accuracy are emphasized for preparing each day.

The morning routine includes clearing the mind, visualizing success, and reviewing the CRM to prioritize prospects for immediate attention. A personalized message is then sent to priority prospects via email or text. Upon arrival at the office, there is a reconnect with the CRM and email system, followed by a review of responses and engagement. The calendar is used as a tool to plan and adhere to the daily schedule, with tasks initiated through the CRM. Follow-up calls are scheduled systematically using time-blocking techniques and strategic utilization of dispositions.

The goal is to maintain a proactive and organized approach to nurturing and guiding prospects. The weekly calendar is used to set up scheduled and unscheduled calls, with scheduled calls being carefully designated for calling potential students based on new lead presentations. Unscheduled calls are for follow-ups and maintaining engagement with leads from prior weeks. Tours and discovery flights are also incorporated into the calendar to provide a more immersive experience for potential students. The effective usage of the calendar for phone calls and text messaging involves finding the right balance between scheduled and unscheduled calls.

Scheduled calls provide structure and focus, while unscheduled calls add flexibility and responsiveness to build lasting relationships. Striking a balance between the two is key for a holistic and impactful outreach strategy. The next topic to be discussed will be managing student interactions in the CRM.