FOLLOW UP
EILITE LEADS ● ELITE ADVISORS
WARM BOOK LEAD FOLLOW-UP PROCESS
DISCLAIMER: Elite Leads, Elite Advisors continuously updates its agent training materials. These materials are current as of the date indicated, July 5, 2016. They replace and supersede all previous versions of the same materials. To avoid confusion, you are instructed to destroy all such previous versions you may possess and replace them with this current version. In the event of any conflict between the content hereof and any Elite Leads, Elite Advisors training materials as of an earlier date, these materials shall control.
ELITE LEADS ● ELITE ADVISORS FOR AGENT USE ONLY
EILITE LEADS ● ELITE ADVISORS
WARM BOOK LEAD FOLLOW-UP PROCESS
General Information
The key to success is this program is diligent follow up. Use these guidelines/suggestions to do that.
Your goal with this follow-up procedure is simple: You want to give the prospect a first appointment, either immediately when you talk the first time, or schedule an appointment when it is more convenient for both of you.
All of the dialogue is designed to get you speaking with a warm prospect, turn them into an interested prospect, and ultimately a client.
Follow the follow-up script and the first appointment talking points.
These scripts are proven through tens of thousands of hours of trial and error, ignore them at your own peril.
Information Collected Online
We collect First and Last Name, Phone Number, City and State, and occasionally email address.
The most important thing to remember is the phone number and name are required by us in order to be considered a lead. Email addresses are often faked and don’t determine the lead’s viability or your ability to make a sale.
Our system will send you a notification via email when a lead comes in and has been assigned to you; the notification will contain all the information we have gathered.
Our system WILL send the prospect an immediate email; and follow up emails periodically go out to help sell them on the value of the IUL.
Contacting The Prospect By Phone After The Lead Comes In
We recommend you contact the lead by telephone as soon as possible once the lead comes in. When you respond quickly to these leads you can have as high as a 50% 1st appointment rate with them.
Follow the scripting as closely as possible. Again, this has been proven to set appointments at a very high rate.
Your first objective is to simply acknowledge their request; remember, they requested a “FREE copy of Wealth Beyond Wall Street” and are expecting to receive one.
Then follow the scripting.
You will likely get objections about “I want to read the book first.” Do not let this deter you from setting an appointment right now. Most folks get busy and won’t read the book without you ELITE LEADS ● ELITE ADVISORS FOR AGENT USE ONLY
WARM BOOK LEADS FOLLOW-UP PROCESS
helping and coaching them along the way.
It is in both parties best interest to set an appointment ASAP, usually within the next 48-72 hours.
What To Do If You Can’t Get Them On The Phone
If you don’t get them on the phone the first time you call, do not leave a message; instead call back 60 minutes later (or within a few business hours).
If you don’t get them on the phone on the second attempt, leave them the following voice mail: Hey (Prospect name). This is (your name)… I’m calling about the Wealth Beyond Wall Street book you requested about a retirement and wealth strategy to help you grow your money potentially double digits, and protect from market crashes and increasing taxes. I have your book ready and I need to get your address before I drop it in the mail. Can you do me a favor and call back to verify that? If I don’t hear back from you today, I’ll try you again tomorrow to verify. My number is (number); again, my name is (your name) and my number is (number). Thanks!
• If they don’t call back, leave the same message again the next day.
ELITE LEADS ● ELITE ADVISORS FOR AGENT USE ONLY
WARM BOOK LEAD FOLLOW-UP PROCESS
DISCLAIMER: Elite Leads, Elite Advisors continuously updates its agent training materials. These materials are current as of the date indicated, July 5, 2016. They replace and supersede all previous versions of the same materials. To avoid confusion, you are instructed to destroy all such previous versions you may possess and replace them with this current version. In the event of any conflict between the content hereof and any Elite Leads, Elite Advisors training materials as of an earlier date, these materials shall control.
ELITE LEADS ● ELITE ADVISORS FOR AGENT USE ONLY
EILITE LEADS ● ELITE ADVISORS
WARM BOOK LEAD FOLLOW-UP PROCESS
General Information
The key to success is this program is diligent follow up. Use these guidelines/suggestions to do that.
Your goal with this follow-up procedure is simple: You want to give the prospect a first appointment, either immediately when you talk the first time, or schedule an appointment when it is more convenient for both of you.
All of the dialogue is designed to get you speaking with a warm prospect, turn them into an interested prospect, and ultimately a client.
Follow the follow-up script and the first appointment talking points.
These scripts are proven through tens of thousands of hours of trial and error, ignore them at your own peril.
Information Collected Online
We collect First and Last Name, Phone Number, City and State, and occasionally email address.
The most important thing to remember is the phone number and name are required by us in order to be considered a lead. Email addresses are often faked and don’t determine the lead’s viability or your ability to make a sale.
Our system will send you a notification via email when a lead comes in and has been assigned to you; the notification will contain all the information we have gathered.
Our system WILL send the prospect an immediate email; and follow up emails periodically go out to help sell them on the value of the IUL.
Contacting The Prospect By Phone After The Lead Comes In
We recommend you contact the lead by telephone as soon as possible once the lead comes in. When you respond quickly to these leads you can have as high as a 50% 1st appointment rate with them.
Follow the scripting as closely as possible. Again, this has been proven to set appointments at a very high rate.
Your first objective is to simply acknowledge their request; remember, they requested a “FREE copy of Wealth Beyond Wall Street” and are expecting to receive one.
Then follow the scripting.
You will likely get objections about “I want to read the book first.” Do not let this deter you from setting an appointment right now. Most folks get busy and won’t read the book without you ELITE LEADS ● ELITE ADVISORS FOR AGENT USE ONLY
WARM BOOK LEADS FOLLOW-UP PROCESS
helping and coaching them along the way.
It is in both parties best interest to set an appointment ASAP, usually within the next 48-72 hours.
What To Do If You Can’t Get Them On The Phone
If you don’t get them on the phone the first time you call, do not leave a message; instead call back 60 minutes later (or within a few business hours).
If you don’t get them on the phone on the second attempt, leave them the following voice mail: Hey (Prospect name). This is (your name)… I’m calling about the Wealth Beyond Wall Street book you requested about a retirement and wealth strategy to help you grow your money potentially double digits, and protect from market crashes and increasing taxes. I have your book ready and I need to get your address before I drop it in the mail. Can you do me a favor and call back to verify that? If I don’t hear back from you today, I’ll try you again tomorrow to verify. My number is (number); again, my name is (your name) and my number is (number). Thanks!
• If they don’t call back, leave the same message again the next day.
ELITE LEADS ● ELITE ADVISORS FOR AGENT USE ONLY
