Our client, Mary, has been with ESA for seven years. She’s enjoyed great success in her account, with full-days and a well-maintained calendar. Mary has also been in her territory for multiple years and has great rapport with her clients.
When Executive Scheduler Dana left a voice message for a financial advisor, she followed it up with an email. Clearly, the advisor had been having a great year, as he responded, “I’d be happy to meet with Mary if she plans on being in the Bahamas that week!”