Appointment Process

Simple Appointment System to Master

On The Appointment

Follow Scripting In BD Assist

Intro By Trainee If Involved

I want to let you know how much I appreciate you helping me out with my training. I am really excited about what I am pursuing mainly for 3 reasons;

  1. There is an Incredible Need for this service
  2. The clients that use it Truly Appreciateit…. And
  3. As A Professional, it is something that I can feel really good about being involved with.

I am going to let (trainer) take it from here. I am working side by side with (him / her) to learn the ropes. (He / She) did a fantastic job for me and (spouse), and I think you will be impressed by what he shares with you. (trainer) take it away. (The consultant takes over)

It is so nice to meet you and thanks again for taking the time to help ___________ with his / her training. I think he / she will do really well once we get him / her up and running.

So how long have you known _____________?

Are you originally from around this area?

What do you (both) do professionally?

What do you like about what you, what don't you like?

(When it is comfortable to do so)

By the way, as ____________'s trainer I really have 3 responsibilities. The first is to help him/ her build a client base, and perhaps some of our services will be of benefit to you.

The second is to show him / her how to build and oversee a business, so I may share a few business concepts with you as well along the way.

AND FINALLY.........

Everything we do is by word of mouth. Most people usually think of someone that could use our services or be a great addition to our company as we go along, so be sure to stop me when you do. That will really help out ____________, OK?

So, have you ever heard of some technology called Bdollar$mart? It's pretty incredible!

I have to ask, are you aware of everything that you and __________qualify for when it comes to retirement, investments, college savings, and things along those lines?

Most people aren't....

That is where Bdollar$mart comes in. In less than 5 minutes, it creates a handful of alerts, bullet points, basically financial talking points that will show you several different ways to improve your finances, OK?

Now some of the alerts will be of interest to you, and some of them won’t, but I’m sure you will let me know either way, right?

I want to let you know that the program asks for NO personal information at all like name, address, phone number, DOB, or Social Security numbers, so you don’t have to worry about data theft.

Which one of you handles all the Finances and Bills? (WFA)

I am going to text you thin link, what is your cell phone number? Great, when it asks for a code let me know and I will tell you.

When you get to a button that says ‘See my results’ hit it and your alerts will pop up. Be sure to tell me when you get there.

Use "Send Survey" tab on BDollar$mart to send the survey to their mobile device.

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