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11
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.
22
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……..
33
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
44
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
55
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??
66
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?
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Reduce Missed Appointments
What Can they Do?What Can they Do?
88
Replace Costly & Ineffective Reminder Cards & Phone Calls
What Can they Do?What Can they Do?
99Eliminate Old Unreliable Approaches
What Can they Do?What Can they Do?
1010Build a Customer/Patient Database
What Can they Do?What Can they Do?
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?
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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?
1414
What Confirm-IT/2 Do!
Increase BUSINESS!
AND THAT’S THE BOTTOM LINE!
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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
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
2222
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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
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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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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
3030
Confirm-IT2
actually builds its
own internal
Database based
on the imported
appointment
related
information.
How Confirm-IT2 Works
3131
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
3333
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
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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
3737
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
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How Confirm-IT/2 WorkHow Confirm-IT/2 Work
3939
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
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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
4141
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
4343
CI Sample page
in the Wizard
InstallationInstallation
4444
CTL provides additional Professional Services to eliminate any installation or maintenance
concerns you may have.
InstallationInstallation
4545
Because both Confirm-IT and
Confirm-IT2 reduce missed
appointments, their payback
literally occurs in days!
The Payback ModelThe Payback Model
4646
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!
4747
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
4848
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
5050
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
5151
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
5252
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
5353
REVIEW
SIMPLE, PRACTICAL,
AFFORDABLE
9 Great App’s
CTL will help you!
Compliments your target
markets…and your base
Builds Customer Profile
5454
Builds & Maintains a
Customer/Patient Database
Provides Detailed Reports
Limited Competition
Replaces Costly Mailings
Increases Professionlism,
Efficiency and Productivity
Tracks Sales
REVIEW
5555
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
5656
REVIEW Notification to
customers/patients & employees
Not exactly what they want?
Birthday Notification
Fantastic Payback Model!
Multiple clients
Instant Notify
Recession Proof
5757
Confirm-IT!Confirm-IT!Confirm-IT2!Confirm-IT2!
- Automatically remind
customers/patients of their
appointment virtually
ANYTIME, ANYWHERE
5858
CTL Inc.375 Bridgeport AveShelton, CT 06484
203-925-4266www.ctlinc.com