STEP 6- PHONE SCRIPTS & DOOR KNOCKING
Sample Lead
Phone Scripts
- Click Here to view a sample Mail-Back lead
- Click Here to view a sample IVR lead
Phone Scripts
- Review which phone scripts to use with your Manager.
- IVR Phone Script (Coach Gibbs Version)
- Mail-Back Phone Script (Coach Gibbs Version)
- Click Here to print dialing objections
Dialing Tracker & Tips
- Click Here to print 10 copies of the dial tracker
- Dial Tracker Sample - learn how to complete the Dial Tracker
- Track your dial sessions using the dial tracker and send this to your manager after each dial session.
- Print your leads. Do not try and use an online CRM. Top producers always print their leads as soon as they are purchased.
- Set appointments for the same day only. If you set more than 1 day out, your no-show rate will be higher.
- Triple-dial each number on the lead sheet.
- The purpose of the phone call to a lead is to set an appointment.
We do not quote or ask medical questions. We only book the appointment! - Tie down your appointment to prevent no-shows.
Live Audios and Videos of agents dialing
- IVR Phone Script Role Play Audio:
- Mail-Back Phone Script Role Play Audio:
- Live Dial - How to Overcome Objections On the Phone:
Six Touches for Contacting Leads
- Triple Dial
- Triple Dial Again (same day or different day)
- Voicemail
- Text
- Door Knocking (not required)
- Send a Final Notice (see video below)
- Texting leads can be an effective way to contact leads who do not pick up their phone from an unknown number.
Texting should NOT replace calling your leads.
SAMPLE TEXT:
Hi (Name), This is (your name), I am the Field Underwriter assigned to your mortgage protection paperwork. A brief phone consultation is needed with you (and your significant other) to review the rights and options for your loan. Openings today are 4pm, 6pm or 8pm. Which time slot works best for you?
Door Knocking
D Lead & Final Notice Mailing Training
D Lead & Final Notice Mailing Training
- CLICK HERE to view the training video and letter template.
***TEXT YOUR MANAGER TO SCHEDULE A QUICK CALL TO GO OVER STEP 6 BEFORE MOVING TO STEP 7***