Setting Appointment Scripts

Text Message

Hey (INSERT NAME). Hope all is well. I recently started a new part-time career and I need a favor from you. To complete my licensing and training process I need to meet with 12 people over Zoom while I am getting certified. Would you and _____ be able to find 20 minutes in the next 2 to 3 days to help me with this? Thanks so much!!!

IF YES:

Great – my trainer is currently scheduled to train me on ___________ & ____________ (insert days). Which of those days would work better for you to help me out?

(WFA)

Awesome – What time would work better for you __________ or __________ (insert times)?

Thanks for helping me out – I will text you the zoom information shortly and look forward to seeing you on __________________.

IF YOU HAVEN’T HEARD FROM THEM AFTER 2-3 DAYS:

I was just following up on my text from a few days ago about helping me with my new career path. I still need a few more people to help me with training on a Zoom for about 20 minutes. Can I count on you to help me out?

WHAT IS IT:

We provide financial education to teach people how money works. Since I am still learning a lot, I don’t want to mess it up by trying to explain it to you. The training will walk you through the specifics of what we do and if you have any questions at that point, my trainer will be able to answer any questions you have. So can I count on you to help me out for 20 minutes?

Phone Script

Hi__________. How are you? (short 10 – 15 second conversation)

Listen, the reason I am calling is that I don’t know if you know this, but I actually started working with a new company. I need your help. I want to get together with you and _____ for 20 minutes on ZOOM and show you what I’m doing. That way, if you and ____ or someone you know in the future could use what I do, you’d know enough to feel comfortable referring them to me. You’ll help me out by giving me twenty to thirty minutes, right? I have either ____ at _____ or later around_____. What would work better? Great, what's a good email for you?

WRAP UP:

Thanks for making the time for me. I’m also going to have (FIELD TRAINER NAME) join us. I’m really fortunate to be working with him/her. This is extremely important to me and I want to make sure you have the clearest picture of what I’m doing.

I know everyone’s time is valuable so unless there is an extreme emergency, can we make sure to keep the appointment? I appreciate that. I don’t want it to look bad on me as I’m establishing myself with the company.

What would work better for you? I could do something earlier around or would later around 6:00pm be better?

What do you do?

If I tried to explain it over the phone, I wouldn’t do it justice. That’s why I want to get together with you and ______(spouse/partner). What’s better for you _____ or _____?

What do you do?

We help people make and save money. What would work better for you _____ or _____?

We don’t want to buy anything.

If you see something you like great. If not, that’s fine too. All I want to do at this point is get your opinion, and at the very least, there may be some people you can refer (introduce) me to, but you need to see what I do first don’t you? So, what’s better, ______ or ______?

I’m not interested. I am too busy.

I understand you may not be interested. I want you to know I would never use our relationship to try to get you involved in something you didn't want or need. I hope you think enough of me to know that I would never do that. If you see something you like, great, if not, no worries. I really just need your help and feedback, so would you help me out?

We already have a financial person.

Great. Then you’ll be able to give me even better feedback. What’s better for you _____ or _____?