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  1. 1. You can always count on Specialized Schedulers to deliver on our Value Promise: • Timely implementation of your scheduling program • A fully staffed team of qualified, trained schedulers • Prompt, personal attention to your scheduling needs 22334 SW 107th Avenue We can support the most ambitious sales team and have been doing Tualatin, OR 97062 so since 1999. Some of our prestigious clients include: • Prudential Annuities 877.604.3099 (Toll-free) • J.W. Seligman Advisors 503.427.0943 (Fax) • Phoenix Investments/Virtus Investment Partners • Pimco Funds/Allianz Global Investors • Allianz Life • Security Benefits Group • Deutsche Bank • Ohio National Financial Services • Goldman Sachs • Aim Mutual Funds • Oppenheimer Funds Ashley Tracy, President Specialized Schedulers, Inc. founder and president, Ashley Tracy, has more than 15 years of experience in the financial services industry. Prior to starting Specialized Schedulers, Ashley spent six years with Solomon Smith Barney and AG Edwards & Sons. Her interaction with wholesalers helped her realize the true need for a comprehensive scheduling service. In 1999 she established Specialized Schedulers, providing relationship-based quality service to Sales Mangers, Wholesalers, and Financial Advisors. Shawn Tracy, Vice President Shawn Tracy brings five years of management and sales experience to Specialized Schedulers, Inc. A graduate of Eastern Oregon University’s business school, Shawn worked in sales and management for a major fitness company. His work with Specialized Schedulers has helped grow a successful staff to more than 80 schedulers. w w w. S p e c i a l i z e d S c h e d u l e r s . c o m
  2. 2. Specialized Schedulers can positively impact your bottom line. Don’t just take our word for it. Read what our clients have to say: “I wanted to write you a quick note and let you know what a pleasure it is to have Jessica as my scheduler - Not only has she done a wonderful job booking my calendar, but she also is extremely professional, has been able to get me into many of the toughest offices, and constantly checks-in with me and my Internal partner. I can’t think of a single way I would improve her work, and that’s a rare circumstance that I thought you should know. Thanks again for pairing Jessica with me.” Martha D. - Allianz Life, Regional Vice President “Your business is very fortunate to have Celeste Rhodes working with you. She is the best. She allows me to make better use of time which is key to my overall business.” David M. - Phoenix Investment Partners “Billie Jean Hill has been great to work with. She is a valuable asset to your company and I appreciate having her as part of my team. Having her assistance saves me time and helps me to better focus on my main sales efforts.” Kelly Orr - Allianz Global “My Scheduler, Julie, has allowed me to make a more efficient consistent impact on my territory.” Dan Haselhorst - Allianz Life w w w. S p e c i a l i z e d S c h e d u l e r s . c o m
  3. 3. Specialized Schedulers, Inc. provides service that allows selling to be your number one focus. By handling the logistics of appointment scheduling, we increase your sales team productivity which results in a bigger bottom line. We’ll Prioritize Your Appointments Quality sales lists make all the difference. Specialized Schedulers, Inc. will: • Evaluate/assess the client base and rotation schedule • Prioritize appointments based on production level, focus firms, and recent activity • Promote leads provided by the marketing department We’ll Schedule the Meetings Let us handle the busy work. Specialized Schedulers can set-up appointments of any type: • Breakfast meetings • Walk-throughs • One-on-ones • Lunch meetings • Group sales meeting • Seminars and road shows We strive to maintain an open line of communication between fund coordinators, support staff, and branch managers to make the most efficient use of your time. We’ll Maintain Your Appointment Calendar An electronic calendar accessible by the sales rep and the scheduler keeps everyone on the same page.We can interface with a wide range of electronic calendars, such as Siebel and Sales Page, or with your firm’s internal calendar via the Web. We’ll Confirm Your Meetings Wasted time is wasted money, so we’ll make confirmation calls to clients prior to your scheduled appointment. We can even send a personalized confirmation via email or fax, at your request. We’ll Manage Any Cancellations Cancellations happen. We work to reduce them. We’ll also reschedule appointments as needed and update your calendar. We’ll Take Care of the Mailings A note of thanks goes a long way. Specialized Schedulers, Inc. can send client appreciation cards at your request. YOU Focus on Sales! Spend less time filling the appointment book and more time closing sales! With Specialized Schedulers, Inc. on your team, you can focus on boosting revenues. w w w. S p e c i a l i z e d S c h e d u l e r s . c o m
  4. 4. The intense travel demands of mutual fund and annuity fund wholesalers make time management vital. Constant distractions take the focus off sales and diminish productivity. As a partner in schedule management, Specialized Schedulers, Inc. helps sales reps focus on closing deals, nurturing client relationships and boosting productivity. We do this by adhering to our Keys to Success: • Synergy between sales rep and scheduling assistant • Ongoing evaluation of dynamics between rep and assistant • In-depth familiarity with wholesalers’ territories and expectations • Clear lines of communication between schedulers and sales reps We look forward to the opportunity to work with you. For additional information, please contact us today. 22334 SW 107th Avenue Tualatin, OR 97062 877.604.3099 (Toll-free) 503.427.0943 (Fax) w w w. S p e c i a l i z e d S c h e d u l e r s . c o m
  5. 5. ...and less time scheduling. You want your outside sales force to focus on building client relationships, but they’re caught up in administrative tasks instead. Selling takes a back seat to making appointments, and profits suffer. It’s a classic case of confusing being busy with being productive. The solution: You need a scheduling and administrative partner. DiD You Know? Specialized Schedulers, Inc. Lost productivity costs U.S. employers more than $550 billion per year Gives You a Competitive Advantage Source: and America Online Specialized Schedulers, Inc. has the experience and resources to provide cost-effective, time-saving schedule management. We will eliminate the distraction of scheduling altogether by prioritizing your appointments, coordinating schedules, and ensuring that logistics and details are taken care of. The advantages of a scheduling partner are clear: • Increased Sales Productivity • Attain Quotas • Turn a non-productive scheduling day into a productive selling day • Increase in face time with clients to improve client relationships • Improve Responsiveness to Clients • Reduced Cancelations Discover the simple solution to a more productive sales force. Discover w w w. S p e c i a l i z e d S c h e d u l e r s . c o m