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Setting Appointments

Learn how to set appointments by watching archived dial sessions and reviewing scripts for different lead and appointment types.

SCRIPTS

SCRIPTS:

Setting Virtual Appointments Via Text Message

Scripts to use when setting a Mortgage Protection virtual appointment via text message.

Basic Phone Script - Virtual Sales

Basic Phone Script

IVR Leads - Virtual Script

C&D Leads - Virtual Script

C&D Leads - Phone 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!

Dials Training Videos

TRAINING VIDEOS:

4.26.2022 - Daily Coaching Session

Archived Call Highlight - Nick Burns makes 2 impromptu dials to show how to stay in control while setting appointments.

5.2.2022 - Daily Coaching Session

Archived Call Highlight - Nick Burns makes an impromptu dial for a Final Expense Lead.

4.11.2022 - Daily Coaching Session

Archived Call Highlight - Danny Valdez discusses how he approaches different types of leads and how to keep things simple.

12.2.2021 - Daily Coaching Session

Archived Call Highlight - Noell Hughes explains the key differences she has made in making dials to tie down appointments and decrease no show rates!

8.11.2022 - Daily Coaching Session

Archived Call Highlight - Understand the dialogue for scheduling debt elimination appointments.

6.2.2022 - Daily Coaching Session

Archived Call Highlight - Jonathan Burns gives tips for how you can overcome fear while dialing.

7.26.2022 - Daily Coaching Session

Archived Call Highlight - Learn the process of referring clients for debt elimination.

6.9.2022 - Daily Coaching Session

Archived Call Highlight - Nick Burns shows the best method for calling leads.

Live Dials with Matthew GIbbons

Hear Elite Producer, Matthew Gibbons, make live dials.

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