APPROACH and APPOINTMENT SETTING
The Approach
Setting Appointments with Larry Weidel
Setting Appointments with Ian Prukner
Overcoming Objections
Post Closing & Appointments
SIMPLE SCRIPT TO USE:
(FOR YOUR FIELD TRAINING, CLOSE FRIENDS, FAMILY)
HEY _______, (connect briefly as needed).
By the way...IM IN TRAINING FOR A NEW VENTURE
IM EXCITED ABOUT THIS NEW JOURNEY
I NEED YOUR HELP WITH MY TRAINING PROCESS
ITS ABOUT FINANCIAL EDUCATION and EMPOWERMENT
I HAVE TO OBSERVE 10-15 REAL LIFE MEETINGS OVER ZOOM FOR 30-45mins.
ARE YOU OPEN TO HELPING ME? - (Wait For Answer)
WOULD YOU BE AVAILABLE _______ or _______ in the afternoon or evening?
SEE CALENDLY LINK BELOW, SCHEDULE THE EARLIEST DAY/TIME THAT WORKS FOR EACH PERSON!
SIMPLE SCRIPT TO USE:
(FOR COWORKERS, ACQUAINTANCES, SOCIAL MEDIA CONTACTS)
HEY _______, (connect briefly as needed).
By the way...I LEARNED SOME GREAT INFORMATION RECENTLY
ITS ABOUT FINANCIAL EDUCATION and EMPOWERMENT
I SAW GREAT VALUE IN IT - IT MAY or MAY NOT BE GOOD FOR YOU ALSO
BUT, I SUGGEST YOU TALK TO THE PERSON I SPOKE WITH
MAKE THAT DECISION FOR YOURSELF
I HAVE ACCESS TO THEIR SCHEDULING LINK:
WOULD YOU BE AVAILABLE _______ or _______ in the afternoon or evening?
SEE CALENDLY LINK BELOW, SCHEDULE THE EARLIEST DAY/TIME THAT WORKS FOR EACH PERSON!
SIMPLE SCRIPT TO USE:
(FOR REFERRALS)
HELLO (REFERRAL'S NAME), my name is _________.
YOU DON'T KNOW ME PERSONALLY, BUT WE ARE MUTUAL FRIENDS WITH ____
I SHARED SOME GREAT FINANCIAL EDUCATION AND EMPOWERMENT with ___
THEY LOVED THE INFO, SAW VALUE, AND WANTED ME TO SHARE IT WITH YOU
IN FACT, YOU WERE ONE OF THE PEOPLE THEY WANTED ME TO BLESS FIRST!
SO, I'LL SCHEDULE A ZOOM MEETING FOR about 30-45mins.
I'LL SHARE ALL THE INFO IN A VISUAL OVERVIEW
AND, YOU'LL LET ME KNOW AT THE END IF YOU SEE VALUE ALSO.
WOULD YOU BE AVAILABLE _______ or _______ in the afternoon or evening?
SEE CALENDLY LINK BELOW, SCHEDULE THE EARLIEST DAY/TIME THAT WORKS FOR EACH PERSON!
SIMPLE SCRIPT TO USE:
(FOR FIELD TRAINING A NEW BUSINESS PARTNER IN THEIR WARM MARKET)
HELLO _______, (name pf new partner's contact).
MY NAME IS ________ AND I'M CURRENTLY WITH _______ (new partner)
HE/SHE IS IN TRAINING FOR A NEW VENTURE
THEY;RE EXCITED ABOUT THIS NEW JOURNEY
AND NEED YOUR HELP WITH THEIR TRAINING PROCESS
ITS ABOUT FINANCIAL EDUCATION and EMPOWERMENT
HE/SHE HAS TO OBSERVE 10-15 REAL LIFE MEETINGS OVER ZOOM FOR 30-45mins.
ARE YOU OPEN TO HELPING ________ (new partner's name)? - (Wait For Answer)
WOULD YOU BE AVAILABLE _______ or _______ in the afternoon or evening?
SEE CALENDLY LINK BELOW, SCHEDULE THE EARLIEST DAY/TIME THAT WORKS FOR EACH PERSON!
SIMPLE SCRIPT TO USE:
(FOR COLD MARKET PROSPECT - EXCHANGED CONTACT FACE TO FACE)
HELLO (PROSPECT'S NAME), THIS IS _________. (Match the energy of when you met)
REMEMBER WE MET AT _______ ON ______? (Remind them w/ friendly voice)
HOW ARE YOU? (Reconnect; Be Light; Be genuine; Develop the WARMTH)
SO LISTEN, REMEMBER I WAS TELLING YOU ABOUT __________
(Fill the blank e.g. OPPORTUNITY, MAKING MONEY PART TIME, GETTING OUT OF DEBT, FINANCIAL EDUCATION AND EMPOWERMENT)
I'M GOING TO SCHEDULE A ZOOM MEETING FOR about 30-45mins.
I'LL SHARE ALL THE INFO IN A VISUAL OVERVIEW THEN
AND, YOU'LL LET ME KNOW AT THE END IF YOU SEE VALUE FOR YOURSELF OR SOMEONE ELSE.
WOULD YOU BE AVAILABLE _______ or _______ in the afternoon or evening?
SEE CALENDLY LINK BELOW, SCHEDULE THE EARLIEST DAY/TIME THAT WORKS FOR EACH PERSON!
SIMPLE SCRIPT TO USE:
(FOR COLD MARKET PROSPECT - UNKNOWN SOURCE OF CONTACT)
HELLO (PROSPECT'S NAME), THIS IS _________.
YOUR NUMBER HAS COME ACROSS MY DESK FOR OPPORTUNITY TO MAKE AND/OR SAVE MONEY
I SPEAK WITH A LOT OF PEOPLE DAILY, SO IM NOT SURE WHO LEFT YOUR INFO AS A REFERRAL BUT I FIGURED I WOULD CALL ANYWAY!
OUR FINANCIAL FIRM IS EXPANDING AND ALWAYS LOOKING FOR SHARP PEOPLE
DO YOU CONSIDER YOURSELF OPEN TO OPPORTUNITY NOW? (WFA)
I'M GOING TO SCHEDULE A ZOOM MEETING FOR about 30-45mins.
I'LL SHARE ALL THE INFO IN A VISUAL OVERVIEW THEN
AND, YOU'LL LET ME KNOW AT THE END IF YOU SEE VALUE FOR YOURSELF OR SOMEONE ELSE.
WOULD YOU BE AVAILABLE _______ or _______ in the afternoon or evening?
SEE CALENDLY LINK BELOW, SCHEDULE THE EARLIEST DAY/TIME THAT WORKS FOR EACH PERSON!