Dialing & Working With Leads

Learn the basics to dialing and working leads, download phone scripts, and hear top producers make live dials!

Documents

Basic Phone Script

Basic Phone Script Executive VP of Sales Development, Bill Martin OG, provides his tried and true “Basic Phone Script” to be used when making dials and setting appointments! This is the same script that Bill used on his Live Dials webinars. Simply follow the script and watch as your business builds!

Older Phone Leads Script

Connecting with older C or D leads doesn’t have to be any different than a fresh A Lead! Utilize this “C&D Leads Script” to reconnect with potential clients that are still in need of our services and provide the protection they deserve!

Historical Leads Letter Template

Use this template when writing and sending out letters to historical leads! Inspired by the incredible system outlined by Executive Marketing Director, Nick Theodore, this template will allow you to rekindle your historical leads and add another source of income for your business!

Mortgage Protection Phone Consultation Letter

A PDF version of the Mortgage Protection Phone Consultation Offer Letter shared by Stephanie Harlan on the April 3rd Sales Call.

Preparation Instructions and Costs For Mailing "D" Leads

As requested - the preparation instructions and costs for mailing "D" leads document from Joyce Gay, as discussed on the 10/7/2020 Jumpstart Live Webinar.

Call-In Leads Script

Due to the overwhelming response to Pete Beckman’s appearance on the 4/13 Friday Sales Conference Call, we have uploaded Pete’s Call-In Lead Script and made it available for all agents!

Lead Type Explanation

Understand all of the leads available through Equis Financial! Contact leads@equisfinancial.com to begin a standing lead order today!

D Leads Mailing Order Request Form

Complete this order form and send back to our Leads Department to let them know that you would like MailCo to mail your instant purchased D Leads from OPT.

Best Practices for Lead Generation

Provided by Integrity Marketing Group

Internet Leads FAQ

Frequently asked questions regarding the Instant Internet Leads. Contact leads@equisfinancial.com with any questions!

Videos

How to Write $20k Per Month!

How to Write $20k Per Month!

Dials, mindset, leads, and schedule... Understand what it takes to write $20k per month!

Setting the Appointment - Live Dials with Rob Jones & Mike Coe

Setting the Appointment - Live Dials with Rob Jones & Mike Coe

Executive Vice President of Agency Development, Rob Jones, and veteran agent, Mike Coe, illustrate what to expect when calling leads!

JumpStart Live! - Live Dials

JumpStart Live! - Live Dials

Join Executive Vice President of Sales Development, Bill Martin OG, for a Live Dial session!

$11 Instant Internet Leads - Adam Larkins

$11 Instant Internet Leads - Adam Larkins

Kristan Brockman sits down with Adam Larkins to discuss strategies for working the $11 Instant Internet Leads! See "Internet Leads FAQ" under "Documents" in "Dialing and Working with Leads."

JumpStart Live! - Live Dials

JumpStart Live! - Live Dials

Join Executive Vice President of Sales Development, Bill Martin OG, for a Live Dial session!

Setting a warm market appointment for a Living Benefits Presentation

Setting a warm market appointment for a Living Benefits Presentation

Vice President of Retirement Solutions, Bill Martin 2.0, demonstrates how to set an appointment for the Living Benefits presentation.

$11 Instant Internet Leads - Patrick Atkinson

$11 Instant Internet Leads - Patrick Atkinson

Kristan Brockman sits down with Patrick Atkinson to discuss strategies for working the $11 Instant Internet Leads! See "Internet Leads FAQ" under "Documents" in "Dialing and Working with Leads."

JumpStart Live! - Live Dials

JumpStart Live! - Live Dials

Join Executive Vice President of Sales Development, Bill Martin OG, for a Live Dial session!

Final Notice Mailing System for Older Leads

Final Notice Mailing System for Older Leads

Nick Theodore and Bill Martin OG discuss a strategy for mailing older leads.