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:
- Some important things to remember when making your phone calls.
- A basic phone call script / outline.
I hope you find this helpful!
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?
GREETING, INTRODUCTION, RAPPORT
TRANSITION TO THE APPOINTMENT
ASK FOR APPOINTMENT (MAKE SURE TO TALK ABOUT DESIRE FOR FINANCIAL PARTNERSHIP)
CONFIRM TIME, DATE, PLACE OF APPOINTMENT
CLOSING AND THANKS (Details, dates, times, write directions on the back).