Agent Resources

Video Service Overview by Andrew Calderella

IMPORTANT UPDATE: Guidelines for Video Usage
While the introductory video is available below, we recommend carefully considering how and when to use it in your outreach process.

Here’s why:

1. Limited Success as First Contact:

• • Some agents have used this video as their initial introduction to ConsultingAce.
  • Results show it’s less effective compared to live meetings for first interactions.

2. Potential Drawbacks:

• Impersonal Approach: The video doesn’t allow for building rapport with potential clients.
• Lack of Customization: It doesn’t provide an opportunity for Andrew to tailor explanations to individual needs.

3. Recommended Usage:

• We suggest using this video primarily as a learning tool to enhance your own presentations.
• It’s more effective when used to supplement, rather than replace, personal interactions.

4. Best Practices:

• Establish initial contact through more personal means (e.g., phone calls, live meetings).
• Use the video to reinforce information after building a relationship with the prospect.
  Incorporate elements from the video into your personalized presentations.

Remember, building relationships and understanding individual client needs are key to success with ConsultingAce. Use this video wisely to support, not substitute, your personal outreach efforts.

Currently, it’s only on LinkedIn, which is a good location as it’s a trusted business source. You can expand the video to full size by clicking the icon on the bottom right of the video. Use the form below to let us know what you think.

• https://www.linkedin.com/feed/update/urn:li:activity:7204886044326912000

Documents

Below are two starter documents: one for general use and another for hospitals and other medical organizations. You may use this and other information to create your own materials and decks.

1. The Optimization Services Overview lists all the services with the question starter.
2. The Medical Optimization Services Overview is for hospitals but can be used for other healthcare facilities, such as surgery centers, stand-alone ERs, and large doctor facilities. It highlights the Insurance Underpayment Recovery Service on the first pages and follows with our other services that make, save, and recover money and time.

The Editable Docx Versions are for you to edit as needed and add your contact information instead of Andrew’s at the end.

• Overview Docx: Click Here For Optimization Services Overview V3.1 – Edit & Add Your Contact Information
• Medical Docx: Click Here For The Medical Optimization Services Overview V3.0 – Edit & Add Your Contact Information

The PDF Versions of the prospecting guides have Andrew’s contact information at the end for those who want to introduce him as the primary contact.

• Overview PDF: Click Here For The Optimization Service Overview V3.1 – with Andrew’s Contact Information
• Medical PDF: Click Here For The Medical Optimization Services Overview V3.0 – with Andrew’s Contact Information

We are creating more materials for you, and they will appear here when they are complete. If you have any suggestions or fixes, please share them with us by filling out the form below.