Getting them BACK on the phone – What NOT To Do | 6-14-21 Office Meeting

What NOT to say on the phone when calling back leads. See the video: Mentioned in the meeting: Cyber Security Don’t click on sketchy links. Incoming emails are being made to look like legit companies. Examine the link VERY carefully before clicking on it. The part of the link most important is right before the .com The FROM field can be spoofed VERY easily. Logos, etc. will appear real. Don’t bring in USB storage drives Calling back leads, calling back older leads: Did I catch you at a bad time?” 40% lower success rate “Do you have a few minutes to talk?” - NO! Vs “How’ve you been?” 6.6 X higher success rate Immediately state the reason you’re calling 2.1 x higher success rate: “John? This is Chris Westfall with Senior Savings Network. How’ve you been? (Good…) John, the reason I’m calling is - we went over your plan options for Medicare and I want to see if you had any remaining questions or have made a decision on which way you want to go? They’re busy? Not right now? Best line: Do you have your calendar handy? NEVER USE: Just touching base, Just Checking In, Just Reaching Out Can you help me understand …Can you walk me through …Can you talk to me about …Can you tell me about …(open ended questions that get them to talk). Pre-call research can include LinkedIn, Facebook - find out something they’re interested in - what work they were doing Upcoming: Charleston LIVE Event June 25-26 (Friday/Saturday) 2021 See: MedicareAgentTraining.VIP for Details

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