The Truth About Our Appointment Setting Program for Business Bankers

Posted on October 12, 2015 by

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Dunlap Marketing has been setting appointments for business banks for almost 20 years. The truth is, the work that we do is quite simple when you break it down, but what makes us successful is the very thing that sets us apart – time. We take the time to make the cold calls that business bankers either don’t have time for, or don’t prefer doing. Let us do the appointment setting for your bankers.

We are founded on a few basic fundamentals:

  1. Prospect records – The prospect records that are called into can make or break the success rate of a calling campaign. We are very skilled at building databases that contain the types of companies our business bank clients are looking for.
  2. Script – Messaging is an important component of teleprospecting. How do you get past a gatekeeper? How do you prioritize what you need to say in a limited about of time to the decision maker? We are experts at doing both.
  3. Tactful persistence – Calling a prospect once or twice usually is not enough, often it takes time and persistence. Our call strategy and technology work together to maximize appointment setting opportunities for your bankers.
  4. Open communication – Our work is useless if we don’t pass it along to you! We deliver daily reports with time and date appointments that are set for your bankers. Also, if you keep us in the loop with what’s working well for you, it allows us to be even more valuable with future calls.

We have many years of experience successfully executing our process with business banks. In a recent discussion with a current bank client who has brought in $3MM in new deposits since partnering with Dunlap Marketing 4 months ago, he summed up the work we do for banks as:

“Your company opens the door, the bank has to push thru and follow up with service and products. I am very pleased with the appointments. I would recommend your service to other banks.”

If you feel your bank can benefit from more appointments, please feel free to contact us. A 15-minute conversation should be sufficient in determining if Dunlap Marketing is a good fit for you.

Mike Dunlap                                                 Kaitlin Dunlap

281.496.9870 ext. 140                                 281.496.9870 ext. 180

miked@dunlapmarketing.com                     kaitlind@dunlapmarketing.com