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1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate today’s business. An advanced, NON calendar-based appointment confirmation tool …….designed to increase business’ efficiency.

1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Page 1: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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An advanced, powerful appointment booking & confirmation tool

…….designed to streamline and automate today’s business.

An advanced, NON calendar-based appointment confirmation tool

…….designed to increase business’ efficiency.

Page 2: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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CONFIRM-IT and CONFIRM-IT2 are advanced appointment confirmation products designed for small to medium businesses (IVR-based). Both products’ unique design allow them to pay for themselves in less than 1 year! CONFIRM-IT offers a calendar to provide appointment booking while CONFIRM-IT2 interfaces with customers existing scheduling packages to provide appointment reminders. Here is their story……..

Page 3: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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What is Confirm-IT/2?What is Confirm-IT/2?

Confirm-IT/2 are easy-

to-use, robust

appointment booking

and confirmation tools

developed to increase

PRODUCTIVITY

Page 4: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Why Sell Confirm-IT/2?Why Sell Confirm-IT/2?

Because 50% of ALL NO-SHOWS

for appointments occur because

they are forgotten……….

=LO$T REVENUE

Page 5: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Confirm-IT/2 allows

businesses to increase

their efficiency and

professionalism resulting

in TOTAL customer or

patient care.

Why SellWhy Sell Confirm-IT/2Confirm-IT/2??

Page 6: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Confirm-IT/2 can remind

customers/patients of their

appointment by a telephone call,

email, text message or all three!

Why Sell Confirm-IT/2?Why Sell Confirm-IT/2?

Page 7: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Reduce Missed Appointments

What Can they Do?What Can they Do?

Page 8: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Replace Costly & Ineffective Reminder Cards & Phone Calls

What Can they Do?What Can they Do?

Page 9: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

99Eliminate Old Unreliable Approaches

What Can they Do?What Can they Do?

Page 10: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

1010Build a Customer/Patient Database

What Can they Do?What Can they Do?

Page 11: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

1111Track Performance

What Can they Do?What Can they Do?

• By Appointments

• By Procedures

• By Providers

• By Customers or

Patients

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Contact Idle and Inactive Customers/Patients

What Can they Do?What Can they Do?

Page 13: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Provide Live Service (if connected to tel. system-

dial 0 to reschedule now)

Create Customer/Patient Profile

Create Appointment Notes

Generate Employee Work Schedule

Cancel Appointments

What What Else Can they Do?

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What Confirm-IT/2 Do!

Increase BUSINESS!

AND THAT’S THE BOTTOM LINE!

Page 15: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Target MarketsTarget MarketsBoth Confirm-IT products address a wide array

of vertical markets. There are 6 unique software

packages for Confirm-IT & 3 for Confirm-IT2.

They have been designed to address numerous

markets and opportunities. You most likely have

customers and prospects in many of these

sectors today. The Applications are:

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CI/2 ApplicationsCI/2 Applications

MEDICAL CAREMEDICAL CAREMEDICA

MEDICAL CAREMEDICAL CAREMEDICA

Dental

Optometry

Medical

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CI/2 ApplicationsCI/2 Applications

ANIMAL CAREANIMAL CAREANIMAL C

ANIMAL CAREANIMAL CAREANIMAL C

Grooming

Veterinary

Kennel

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CI/2 ApplicationsCI/2 Applications

SERVICESERVICESERVICESERVICES

Food Delivery

SERVICESERVICESERVICESERVICES

Repair Restaurant

SMB Delivery

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Confirm-IT ApplicationsConfirm-IT Applications

PERSONAL CAREPERSONAL CAREPERS

Hair

Nail

Massage

Fitness Spa

Tanning

PERSONAL CAREPERSONAL CAREPERS

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2020

Confirm-IT ApplicationsConfirm-IT Applications

LEISURELEISURELEISURELEISUREL

Upscale Dining

LEISURELEISURELEISURELEISUREL

Resort

Private Club

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Confirm-IT ApplicationsConfirm-IT Applications

BUSINESSBUSINESSBUSINESSBUSINE

Utility

SMB

BUSINESSBUSINESSBUSINESSBUSINE

Accounting

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Page 23: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Confirm-IT’s CalendarConfirm-IT’s Calendar

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How Confirm-IT WorksHow Confirm-IT Works

THREE DAY VIEW

Page 25: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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BOOKING AN APPOINTMENT

Click on an

available timeslot

under the provider you want

Click on Save and

the appointment is booked

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How Confirm-IT WorksHow Confirm-IT WorksAppointments Booked Office Confirmed

Home Confirmed

Confirmed Email

Cell ConfirmedText Msg

ConfirmedCallouts Begin

From: The Monterey Health Club-You have a court time reserved on Thursday, June 15 at 5:00PM. To cancel please call (212) 555-1212. Thank you.

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Page 28: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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There are many commercially

available appointment scheduling

software applications being used

today.

Each of these applications must

have some type of Database

where the appointment

information is stored.

Most applications have the ability

to share this Database

information.

How Confirm-IT2 Works

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Confirm-IT2 only needs

non-confidential

appointment related

information such as

Appointment Date and

Time, First Name, Last

Name, Phone Number,

Email.

How Confirm-IT2 Works

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Confirm-IT2

actually builds its

own internal

Database based

on the imported

appointment

related

information.

How Confirm-IT2 Works

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How Confirm-IT2 Works Manually or Automatically

imports scheduled appointments data from popular file formats: Comma Separated Data File (CSV)

Spreadsheet File (Excel, Fox Pro, Paradox)

Structured ODBC Database (Access etc.)

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On the existing scheduling system software, Jill books an Appointment:

Mary Jones 7/25/08 9:00 am

Mary Jones 7/25/08 9:00 am

Any new appointments or changes since the last time I checked?

Mary Jones 7/25/08 9:00 am

Sue Hunt 10/30/08 10:30 am

Joe Smith 10/30/08 1:00 pm

Mary Jones 10/25/08 9:00 am

Local Area Network LAN of Office

Today’s date is 7/18/08 so don’t send a reminder to Mary until 7/24 (one day before her appointment)

Appointments File

Appointment File containing

First Name, Last Name

Appointment Date and Time

Phone Number, Email, Cell etc.

Confirm-IT2 Server

Typical Business Operation With Confirm-IT2

How Confirm-IT2 Works

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07/24/2008 12:01 AM 07/25/2008 09:00 AM Mary Jones [email protected]/24/2008 10:01 AM 07/25/2008 09:00 AM Mary Jones (203) 366-4242

Thursday July 24, 2008 11:05 AM

07/23/2008 10:11 AM 07/24/2008 09:00 AM 07/23/2008 10:10 AM 07/24/2008 10:00 AM 07/23/2008 10:09 AM 07/24/2008 09:30 AM07/23/2008 10:08 AM 07/24/2008 09:00 AM 07/23/2008 10:07 AM 07/24/2008 10:00 AM 07/23/2008 10:06 AM 07/24/2008 09:30 AM07/23/2008 10:05 AM 07/24/2008 09:00 AM 07/23/2008 10:04 AM 07/24/2008 10:00 AM 07/23/2008 10:03 AM 07/24/2008 09:30 AM07/23/2008 10:02 AM 07/24/2008 09:00 AM 07/23/2008 10:01 AM 07/24/2008 10:00 AM 07/23/2008 10:00 AM 07/24/2008 09:30 AM

How Confirm-IT2 WorksPhone/Email reminders to Mary are

shown on Jill’s main screen

Today’s reminders are shown in Bold in Date/Time Confirmed

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Appointments Booked Office ConfirmedHome

Confirmed

Confirmed Email

Cell ConfirmedText Msg

ConfirmedCallouts Begin

How Confirm-IT2 Works

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When Confirming ApptsWhen Confirming Appts• Can detect Busy, No Anwser, Answering Machine/Voice

Mail-plays appropriate Message

• Programmable choices (1 to confirm, 2 to cancel, 3 to

repeat, 0 to reschedule)

• 4 port Dialogic Card (Multi-line & Quality Approach)

• Confirmation Report

• Calendar Icons

How Confirm-IT/2 WorkHow Confirm-IT/2 Work

Page 36: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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MESSAGESMESSAGES

1. Appointment Confirmation Greeting

2. Appointment Cancellation Greeting

3. Birthday Greeting

4. Business Closed Greeting

• Entire Business

• One Provider

5. Inactive

How Confirm-IT/2 WorkHow Confirm-IT/2 Work

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MESSAGESMESSAGES

7. Appointment Re-Schedule

8. Notify NOW

9. Date Appointment

10. Range Appointment

11. Programmable (Future)

12. Text to Speech (can speak name, 12. Text to Speech (can speak name, provider & service-provider & service-

FutureFuture

How Confirm-IT/2 WorkHow Confirm-IT/2 Work

Page 38: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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How Confirm-IT/2 WorkHow Confirm-IT/2 Work

Page 39: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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How Confirm-IT/2 WorkHow Confirm-IT/2 WorkSample MessagesSample Messages

Appointment Confirmation MessageHello, this is [Business Name] calling to confirm your

appointment on [Date] at [Time]. If you need to cancel this appointment please contact us at “Phone Number” to reschedule, thank you.

Appointment Confirmation Email/Text MessageSubject: [Business Name] You have an appointment on

[Date] at [Time]. To cancel call [Phone Number] ,thank you

Page 40: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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How Confirm-IT/2 WorkHow Confirm-IT/2 WorkConfirm-IT/2 consist of two components;

(1) Client software (the calendar) which

must reside on a customer provided PC

Windows 2000

VISTA

Windows XP

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How Confirm-IT/2 WorkHow Confirm-IT/2 Work

(2) Server software which can reside on

Confirm-IT’s own hardware OR on a

NEC DFx Voice Mail.

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How things connect…

Customer Provided PC

with Confirm-IT/CI2

Software

CO Lines

Route

r

Etherne

t

Etherne

t

High Speed Internet

Service to ISP

WAN

Confirm-IT/CI2

Server

To make telephone

reminders

To make email/text message

reminders

How Confirm-IT/2 WorkHow Confirm-IT/2 Work

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CI Sample page

in the Wizard

InstallationInstallation

Page 44: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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CTL provides additional Professional Services to eliminate any installation or maintenance

concerns you may have.

InstallationInstallation

Page 45: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Because both Confirm-IT and

Confirm-IT2 reduce missed

appointments, their payback

literally occurs in days!

The Payback ModelThe Payback Model

Page 46: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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The Payback ModelThe Payback Model

OK, LET’S ASSUME……1. CI/2 avoids just 2 missed Appointments/week

2. Each Appointment cost is $ 100.00

4. $ 200.00 X 52 weeks = $ 10,400.003. 2 Appoinments $ 100.00 = $ 200.00 week

CI/CI2 saved over $ 10,000.00 in the 1st year alone!

Page 47: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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This does not include the

additional savings received

eliminating your cost of a

person to make manual

telephone calls or your cost

of reminder post cards!

The Payback ModelThe Payback Model

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PHONE CALL COSTS

# of reminder calls made

(# calls made x 2 minutes/call)60 min x hourly wage

Daily Monthly Annually

_______ _______ _______

$______ $______ $______

Could easily COST you over $ 5,000.00 annually!

The Payback ModelThe Payback Model

Have your own staff make the calls

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REMINDER CARD COSTS

Total # mailers Sent

Cost per piece/mailers=$ .42

Assumptions:20 cents postage per card5 cents printing per cardsalary @ 60 cards/hr= $ .17/card

Daily Monthly Annually

______ _______ _______

$______ $______ $______

Could COST you over $ 6,500.00 every year!

The Payback ModelThe Payback ModelHave your own staff send mailers

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Or compare it to companies

that just make the calls for

you from a remote location

and charge on a per

confirmation call basis.

20 cents X 100 calls/day X 6

days/week X 52 weeks/year =

$ 6,240.00 EVERY year!

The Payback ModelThe Payback Model

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Nor does it include the

significant benefits of the

additional features

Confirm-IT provides that

will bring even more profit

to your bottom line.

The Payback ModelThe Payback Model

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Phone Calls

Reminder Cards

No-Shows

Total Savings

Confirm-IT Price installed

PAYBACK PERIOD (savings/costs)

Daily Monthly Annually

______ Months

$______ $______ $______

$______ $______ $______

$______ $______ $______

$______ $______ $______

$_________

The Payback ModelThe Payback Model

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REVIEW

SIMPLE, PRACTICAL,

AFFORDABLE

9 Great App’s

CTL will help you!

Compliments your target

markets…and your base

Builds Customer Profile

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Builds & Maintains a

Customer/Patient Database

Provides Detailed Reports

Limited Competition

Replaces Costly Mailings

Increases Professionlism,

Efficiency and Productivity

Tracks Sales

REVIEW

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REVIEW Provides a Working Calendar

Does Not Impact Telephone

System, Network, Computer

Flashes the Line for Live Service

Generates employee’s work

schedule

Contacts Idle Customers/Patients

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REVIEW Notification to

customers/patients & employees

Not exactly what they want?

Birthday Notification

Fantastic Payback Model!

Multiple clients

Instant Notify

Recession Proof

Page 57: 1 An advanced, powerful appointment booking & confirmation tool …….designed to streamline and automate todays business. An advanced, NON calendar-based

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Confirm-IT!Confirm-IT!Confirm-IT2!Confirm-IT2!

- Automatically remind

customers/patients of their

appointment virtually

ANYTIME, ANYWHERE

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CTL Inc.375 Bridgeport AveShelton, CT 06484

203-925-4266www.ctlinc.com