AutoPilot Curriculum
Day 3 - Assignment 3
Once you have finished writing down prospects on AP SHEET 1 your parent/guardian) will need to call and set up formal appointments with each of these people. Appointments are explained in Assignment 4. When an appointment is scheduled, write the date and time next to their name. Next to the date and time, you will see a “T:______” (the “T” stands for Type of Appointment). This is where you write either “P” for a phone appointment or “I” for an in-person appointment. All prospective Accountability Partners need to be approved by a parent or guardian before any prospects are contacted. If needed, make sure your parent/guardian is present and the set meeting date/time works for their schedule. Here is an example of what you can say to set the appointment:
Note: It is highly recommended that the prospect has internet access during the meeting. If it is an in person meeting, make sure to do it somewhere where you have a computer/laptop and internet. If it is a phone meeting, make sure that they will be at a location where they have access to a computer/laptop and the internet. It is not mandatory for there to be a computer during the meeting, but it is recommended.
On the day of the meeting (or the evening before if it’s an early meeting), call the prospect to confirm/remind them about the meeting. Confirming the appointment is important because the person may have forgot and scheduled something else for them self. On the first page of the AP SHEET 1 put a check in the “AC” box, when you remind the prospect/confirm the appointment. “AC” stands for Appointment Confirmed.
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Section 3
“My team has started a program that will help me track my goals and be more productive. I want you to be involved. Can we schedule a 30 minute meeting so I can explain the program and ask you a few life-experience questions. We can do the meeting in person or on the phone, but an in person meeting is preferred”