INTRO INTO APPT SET
Client Name?
LET THEM RESPOND
Yes sir/ma’am, this is just (My name) reaching out about the request you put in
regarding building cash value and generational wealth.. I just had a moment
between clients to reach out…
😀
YES
“ What is this?”
“ I don't remember”
Awesome,
When you
Saw our video
What sparked
Your interest?
What make you
Want to reach
out?
You might remember
seeing a video with
a bald cuban guy
wearing an orange nike
And an average looking
white guy with a
big head?
(Into LT script)
(Back up to red answers)
😀
😀
“I can’t talk”
“I'm at work”
“wrong number”
“wrong person”
No worries,
(Insert your
I was just
go to
between calls
rebuttal)
and wanted to
find a time that
works for both
Of us.. (Apt Set) Do mornings
Afternoons or evenings,
Work best for you?
😀
(Next page)
😀
M/A/E, got it, let me see what times I have
available! What do you do for work?
LET CLIENT RESPOND (If pushing off phone “5 min, real quick)
Oh cool, how long have you been doing that for?
😀
LET CLIENT RESPOND (If pushing off phone “5 min, real quick)
😀
Option 1 (long time): Wow, you must really love that, what made you get into
that?
Option 2 (short time): Oh so it’s new! What made you want to get into that?
😀
LET CLIENT RESPOND (If pushing off phone “5 min, real quick)
😀
(Have conversation).... Also I see I have a time available at (insert time) and (insert
time).. Do either of those work for you?
LET CLIENT RESPOND (If pushing off phone “5 min, real quick)
😀
Great, I will get you locked in for (insert time), now to confirm your email is (insert
email)?
LET CLIENT RESPOND
(If pushing off phone “5 min, real quick)
😀
Perfect, when you put in that request with us, what about the video made you
want to reach out?
LET CLIENT RESPOND (While they are responding be creating calendar event)
(Reiterate back what they said), what about that interests you?
😀
LET THE CLIENT RESPOND
“Cash Value” “BYOB” “Mortgage Prot” “Gen Wealth” “Retirement” “401k Alt”
1. Absolutely, we have helped a lot of families that are building that cash value
completely free of market risk and having their money work for them
instead of working for the money!
2. Absolutely, we have helped a lot of families that we’ve seen not only hit
that goal but exceed their goals. Now they have multiple properties, self
funded business etc.. definitely a great strategy we can unpack together.
3. Absolutely, we have helped lots of families that are guaranteeing their
family will get to keep the home for less than their cell bill.. So that's a no
brainer. Protecting your home for that cost is a great move which we will
talk about more later.
4. Absolutely, we have helped lots of families that have set up family trusts
that replenish themselves and continue to help future generations get
wealthier and wealthier like the rockefellers. That will definitely be fun to
talk about later!
5. Absolutely, we have helped lots of families that have gotten a jump start on
retirement and seen great results to be able to secure their futures. Are you
trying to retire on a beach or in the mountains?
6. Absolutely, we have helped lots of families that have successfully
transitioned into something that has no market risk so they can see their
money grow every year and not have to worry about market crashes like
2008 or 2020. That will be great to explore later on our call!
LET CLIENT RESPOND
🙂
we will make sure to go over that information for you… I just sent you a calendar
invite it should be coming from (my email). Did you get that?
LET CLIENT RESPOND
Perfect, do me a favor, click yes on that invite so it will lock into my calendar and
yours. Let me know when you did that so I can make sure it solidifies!
LET CLIENT RESPOND
I got it! I will have my assistant liv send you a confirmation text of this
appointment and I look forward to speaking to you at (insert appt time), about
(insert what they said they were interested in)... have a great day/night and we
will talk soon!
🙂
APPT Checklist:
1. Call lasted over 3 minutes?
2. Got them to smile?
3. Sent over calendar invite.. And got them to accept?
4. Disponsitioned in CRM to get automated reminders from liv?
5. Built connection (dug deeper, didn’t settle for first answer)?
IF 5 out of 5… should be a solid appt
—---------------------------------------------------------------------------------------------------------Live Transfer
(acknowledge what they said) Just to reintroduce myself, my name is (YOUR
NAME), I am a client manager and it's my job to connect you with one our senior
broker (insert agent name). Does that work for you?
Yes
Great, I’ll connect you two now
(Transfer call)
😝
No
(Appt Set)