Cold calling and Booking Appointments for Magda wellness

Closed
Magdalena Wellness
Calgary, Alberta, Canada
Health Coach
(12)
3
Project
Academic experience
60 hours per learner
Learner
Canada
Intermediate level

Project scope

Categories
Communications Lead generation
Skills
cold calling booking (sales) customer relationship management scripting
Details

The main goal of the project is to cold-call leads and secure consultations for Magda Wellness services using the company's existing CRM. This will involve several steps for the team, including:

  • Familiarizing themselves with the company's existing CRM system and understanding its capabilities and limitations.
  • Identifying and segmenting leads for cold calling based on specific criteria provided by the company.
  • Developing a cold calling script that effectively communicates MW's holistic wellness services and convinces leads to book a consultation.
  • Using the CRM to track and manage the progress of leads, consultations, and bookings.
  • Providing regular reports to the company on the outcomes of the cold-calling efforts and the number of successful consultations secured.


Deliverables

By the end of the project, the team should complete the following tasks:

  • A segmented list of leads for cold calling within the company's target market.
  • A well-crafted cold-calling script that aligns with the company's brand and effectively promotes its wellness services.
  • A documented process for using the CRM to manage leads, consultations, and bookings.
  • Regular reports on the outcomes of the cold calling efforts, including the number of successful consultations secured.

Final deliverables:

  • A comprehensive report detailing the results of the cold calling campaign, including the number of leads contacted, consultations scheduled, and bookings secured.
  • Any updates or improvements made to the existing CRM system to support the cold calling and booking process.


Mentorship

Post initial onboarding and access to company materials as needed. The intern will also be supported with weekly updates and discussion meetings.

About the company

Company
Calgary, Alberta, Canada
0 - 1 employees
Hospital, health, wellness & medical

MW offers a holistic approach to wellness encompassing mental, physical, and emotional well-being. Services include consulting, coaching, and content creation in multiple languages. They focus on stress management, immune support, weight loss, and overall health improvement. Magda's workshops cater to professionals facing stress, and her programs provide lifestyle makeovers without calorie counting. She also offers corporate wellness workshops and AromaTouch Therapy for relaxation and health benefits