Inbound Appointment Setting – An Emergency Tool Against Financial Scandals

Many professionals in the accounting and financial management industries are used to things getting dirty. But when things get dirty, an inbound appointment setting service can come in handy for both your business as well as those of others.

Use Telemarketers To Receive Requests For Investigation

You see while other companies have their own bookkeeping experts, it might take a combined effort to gather information, discover the missing pieces, and solve the puzzle. That is more or less how scandals are uncovered. Money goes missing and further probing is turning up a lot of loose ends. Inquiries are likely sent to companies like yours in the form of inbound accounting leads asking see if you can be consulted. Unfortunately, there could be just too much data to deal with and that is where the need for collaborative effort comes in.

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But first, you need to enable a channel through which prospects can inquire without the risk of being caught by the parties who are being suspected. This is where your inbound strategy comes in. In terms of communication medium, either telephone or email is advised. While it can be argued that conversations using the mediums can be tapped, it would be harder to do keep clean when doing so. This is why most B2B appointment setting companies still use these as one of their main tools for engaging with prospects.

Confidential they may be however, your prospect still needs to provide the following details or least give them up on following up:

• Name – When someone is being suspected of something as serious like fraud, the last thing you need is a prospect approaching you under an alias or worse, under complete anonymity. If this is what you got, get back to them immediately and get a real name. 

• Reasons – By 'reasons', these include the reasons for suspecting and the reasons for why they are contacting you. Pay attention to what your prospects are saying. It does not matter if they themselves do not have enough to go on. It does no matter if they are inviting you to collaborate in a much larger, investigative effort. You need to take note. You can leave it up to your salespeople to dig deeper but do not qualify without giving them a decent heads up.

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• Further contact – You should know by now that this does not stop at the first call. You need to keep in touch so that you will learn of any developments. Sharing information is part of what a good collaboration is about. As stated before, you cannot be the only one gathering all the clues and connecting the dots. Still, do not forget the risk of suspects catching on to your efforts. Establish how you are going to contact your prospects again. 

Just like those movie private eyes, you never know when someone is going to walk in to your business and request your assistance with something serious. And if you have already handled such cases, it is all the more reason that you need a secure channel through which your prospects can make inquiries. Do not just stick to using them for accounting lead generation but also as an emergency tool against those suspected of playing dirty.