Testimonial: Kerri Anderson - Scheduling Institute

Kerri Anderson, product manager at The Scheduling Institute, worked with consultant Parthiv on a full-day session that expanded from refining renewal strategy to cover client ascension and reactivation. The workshop generated twenty actionable items and could unlock $17-25 million in additional revenue if fully implemented.
Chapters
Hi, my name is Carrie Anderson. I am the product manager for The Scheduling Institute. I'm responsible for our Platinum Coaching Program where we coach dentists all over the world how to grow their businesses. And I'm here with Parthiv today, and he came to work with us for a full day in Atlanta. He came all the way from Washington, D.C. We were super, super grateful that he came, actually last minute too, right? We talked yesterday and I said, here's the things I need, and he got on a plane and flew here. So grateful that he came. So we work with the Scheduling Institute, or I do, and we met Kartiff at a Dan Kennedy event, and we were speaking about all the things that he could offer our team. So yesterday when we spoke on the phone, we had already had a day set up, my team and I did, to work on our sequence for our Platinum members, and this is where he came and said, I can help you with that. So our main goal, I think, coming into today was that we we were going to focus on the renewal strategy of our clients, which is something we were really wanting to work on, and it ended up being so much more than that. So not only did we get the renewal strategy, we also got— we talked about Ascension and the model for Ascension and how we keep clients in from, you know, falling through all the holes, right? And we were a mess. Yeah, we made a mess on the, on the wall, but this is a lot of good ideas and strategies. So we talked about if people do leave, what do we do with them to get back in. So we talked a little bit about reactivation. We talked about renewal strategy. And we even talked about getting new Platinum members as well. So it ended up being a lot more than what we bargained for, really. Thank you. Yes. So what I hope that we would do in the future with you is probably continue the renewal strategy. One thing we talked about was getting copyright done for the rest of the sequence. So once we get everything approved by our CEO, who likes to have a lot of involvement, then we'll work on copywriting and making the process actually work for us so that we're not doing it, you know, again and again and manually. So, yeah, so for anybody who's watching and wondering what you might use Pardus for, I mean, it was like anything and everything. It was so much more than I thought it was gonna be. So I asked for one thing and probably walk away with 20 things on my list of things to do that can increase our revenues by quite a lot. If we were to take advantage of everything that you gave me today and implemented it and did it right, it could be worth What would it be like? It was like $25 million or something crazy. So, well, $17,285,000. Yeah, okay, who's counting? So it was a super valuable day and definitely looking forward to the future. Thank you so much. Yes, thank you.










