The Phone Call Mind Map

Most of the time, you will be asking individuals on the phone for face-to-face appointments to invite them onto your partnership team.

Phone calls can be daunting for anyone. For some of you (particularly for younger generations) phone calls can just be down-right scary.

One worker I coach found the phone call to be very daunting. To combat this she made a Phone Call Mind Map to help her move through her phone call script. I found the map extremely helpful when thinking through some of the scenarios we may face while making phone calls asking for appointments. Thus, I created one like her’s including some of the typical responses workers get when making phone calls.

Just so you know, I’m fully aware that it looks like a mess.

However you may find it helpful to print off and have near you while you begin making phone calls, especially those of you that are new-er to the process. Phone calls require the caller to go with the flow in some respects, but it does help to be prepared.

Below the mess are two things:

1. Some important things to remember when making your phone calls.
2. A basic phone call script / outline.

I hope you find this helpful!

 

PHONE SCRIPT

WHAT DO I KNOW ABOUT THIS PERSON  (i.e. hobbies, job, sports, family, name of spouse and kids…)  If a referral, who referred this person?

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GREETING, INTRODUCTION, RAPPORT

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TRANSITION TO THE APPOINTMENT

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ASK FOR APPOINTMENT (MAKE SURE TO TALK ABOUT DESIRE FOR FINANCIAL PARTNERSHIP)

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CONFIRM TIME, DATE, PLACE OF APPOINTMENT

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CLOSING AND THANKS  (Details, dates, times, write directions on the back).

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