Leads Course
Leads Course
starting point so you can make your own script. Check with legal counsel in
your region to ensure compliance with all laws and regulations.
Script:
Setter: Hey (name), it’s (name) from COMPANY. How have ya been?
I’m the coordinator here at COMPANY and I’m just calling because you responded to
[an email,linkedin message, etc (insert referral source) from us about potentially
getting help with your (PROBLEM YOU SOLVE.) Is now a bad time?
Prospect:l
IF YES: Completely understand, well then I’ll make this quick (Positive tone)
Setter: Perfect, so the purpose of this call is really just to learn a little more about your
company, where you’re at with your (goal), as well as to share more about our
process to see if we can help.
So with that being said, I’ve done a little research on (company), I'm on your website
right now and it looks like you’re doing some really great work in [NICHE] space. I
have a general understanding of your company, but in your own words can you give
me a quick 20-30 second high-level overview of what you guys do and what makes
you unique?
So (name) was there something in particular that piqued your interest in responding
to the email we sent?
Setter: Awesome so it sounds like it’s good that we’re getting in touch now then! Have
you (Step to reach goal, ex. Have you started to run ads) yet?
Setter: (if they started to make progress, compliment them since it’s not easy). Ok
and zooming out, what is the big goal?
Setter: Great (Repeat goal,) and how soon are you looking to do this by?
Prospect: I need to x by x date, or eh i don’t really need to x but it’d help (listen to
what it would help with, if they don’t tell you, ask - this is the lever we can pull to
motivate them to take action)
Setter: Ok got it - (Recap what they are currently at, what their goal is by X date, what
they are doing now) Seems like things are going fairly well….what made you reach
out again?
Setter: Well I know that can be tough, I appreciate you sharing all this with me, it
sounds like this could be a good fit and we should be able to help.
Setter: Great, so we see this all the time. Based on what you just told me, what we see
works best (Briefly overview why what they are doing isn't working and hint at the
solution that works.)
Ex. Since you have a low ticket offer, you don’t collect enough cash on day one, which
like you told me earlier you spend thousands on ads per month and don’t see a
positive return, so if we put in an irresistible offer…like we did for xyz with a similar
business…what would your business look like if we doubled the front end cash
collected? We’d make more money right? haha
Setter: Cool so I actually have an entire video walking you through exactly how to do
this…two options…we can watch it on our next call…or I can send it over to watch it in
between…which do you prefer?
Prospect: *they will take ownership of watching the video which increases the
amount of people who watch*
Setter: Great, well it what works best for you, I have a slot at x tomorrow or x the day
after? *Set time within 36 hours*
Setter: Real quick while I'm punching in my notes - what's your title exactly with
[Company], are you the founder?
Setter: Awesome, and is there anyone else that might be beneficial to have on this
call that I should cc? As an example, Do you have any co-founders? We would love to
get them on the call as well, and the reason being is because with the nature of what
we do we like to work with all of the founders.
Setter: Perfect, What’s the email? I will go ahead and add them to the invite.
Prospect: [email protected]
Setter:It was great speaking with you, I shot you the link to the invite. Did you get it?
(wait for response) Perfect and you should have the video…did you receive it? (wait
for response) and last thing…our calendars are slammed so is there any reason why I
won’t see you on x time x day?
Notes:
● Before you pick up the phone, ALWAYS start with a SMILE.
● ALWAYS assume you have the right number and are reaching
the right person. In other words, DON’T start with: “Hey is this
John?” DO start with: “John!?”
● Always start the call with EXCITEMENT and see every single call
as an opportunity to create an INCREDIBLE first impression on a
potential life long client!
● Double Dial. Meaning if they don’t pick up the first time or it cuts
to voicemail, hang up and call them back immediately so they
know you aren’t a telemarketer. People are way more likely to
pick up the second call.
SCRIPT
“Hey NAME?”
(NEVER say “is this NAME?” Or “Can I speak to NAME?”)
Great! I’m [Name] and I’m actually taking this call for [Name], he/she’s our specialist
here at [COMPANY NAME]. You’ve probably heard of [COMPANY] and our programs?
(Quick Pause)...We’re one of the FASTEST growing [TYPE OF COMPANY] in the region
with HUNDREDS of [RESULT TYPE]?
No worries - I understand your time is valuable and important, so I don’t want to take
a whole bunch of it. And since we've had SUCH an overwhelming response for our
[FRONT END OFFER], we’re UNABLE to take EVERYONE. So, we are using THIS CALL to
ensure you are a GOOD FIT for our program and get you scheduled for your
assessment with [NAME], sound good?
“Cool, so what was it that MOTIVATED you to sign up for this program? Are you trying
to [GENERIC GOAL 1], [GENERIC GOAL 2], [GENERIC GOAL 3], or all 3?
Prospect: “All 3”
I see.
- Ok great. Where are we getting started? What’s your current [SITUATION ex. weight)
- What bad habits got you to ________?...Most women/men it’s [BAD HABIT 1],
[BAD HABIT 1], and [BAD HABIT 3]. What’s YOUR thing?
-DIG 2: I need ya to be REAL with me. I know it's hard because it's a problem.
But I can't help until I know what’s REALLY going on. So you’re telling me you’ve
had NO NEGATIVE IMPACTS?
- Ten years down the road, if you’re still dealing with these challenges, who are you
going to be? Is it who you want to be?
Awesome _Name_, thank you for sharing that. Based on what you’ve told me, you’re
JUST like the people who get the BEST results with this program because [REASON
BASED ON ANSWERS]. So, this is what we’re gonna do.
Right NOW, you’re [CURRENT STATE] and you want to get to [GOAL]. Since we’ve
helped over 1,000 people just like you accomplish their goals, and given where you’re
at now we can definitely get you there.
Let’s get you set up with your assessment with [Name]. What time works best for you,
morning or evening?
Prospect: “Evening”
Perfect. Let me see if we have anything available - we’ve been so slammed that it’s
been really hard to get people in. (be quiet for a few seconds) Oh great, we actually
have one spot open in the evening on [DAY] at [Time]. Does that work?
Prospect: “Yes”
Great, I’ll block that off for you. All I need is whatever card you want to put on file to
hold your appointment time. Because we are offering this at such a deep discount,
we require a card on file to hold your spot and reserve this discount for you. Will this
be a debit or credit card?
Alright [Name], I'm going to text you our address, parking instructions, and a selfie of
me and [Name] so you know who you’ll be looking for. Is this your cell? (Wait for
response) Great, I'll text you here in a sec!"
After you book the appointment in calendar software, text them: (AND INSERT PICTURE OF WHOEVER IS
DOING THEIR ORIENTATION)
“NAME!!! Confirming your consultation DAY TIME with [Name] our specialist. Our address at [COMPANY
NAME] is [ADDRESS]. Call this number if you can't find us and we'll come out and get you. You’ll be
looking for this person
OVERCOMES
OVERCOME #1: It’s just like when you go to get your HAIR, NAILS, LASHES or any OTHER service done. You
just put a card down to reserve the time slot since our coaches will be meeting with you for free instead
of meeting with paying clients. Nothing fancy. It’s just how we’ve always done it. Fair enough?
OVERCOME #2: We used to do it without a card, but we had like 10% of people show for the
appointments. They just didn't have any skin in the game and [Name] would be sitting there all day,
waiting to help people FOR FREE, and they wouldn’t show. So we started doing this since and it’s
eliminated that problem. Now we can just get people the results we promise. What's the first 4 digits of
the card you wanna use?
OVERCOME #3: JOKING TONE: Is the fear that I am going to go on an online shopping spree? Or...is it
because you don't think you’d show up?
ORGANIC STRATEGY - How to turn lukewarm leads into $$$ for free.
We use this to get clients who follow you/your pages but don’t take action on YOUR
call to ACTIONS.
Overall process:
Lead follow’s your personal or business account → Setter with trusted profile reaches
out → Builds value → Give them a call/Set on calendar → Turns into $$$
Script Example:
Look for people who follow/like posts on your CEO/Company Accounts/Your account
Hey (firstname)
How you found them
Personalized Complement
Question
Ex.
Hey John!
Found you off Alex’s account / saw you just followed
Saw you owned a brick and mortar store, looks amazing.
How long have you been in the game?
The purpose of the first interaction is to get an interaction.
Acknowledge what they said. Restate in your own words. This shows active listening.
Compliment them on whatever they tell you. Tie it to a positive character trait if you
can.
Ex. Wow! Supermom! So Hardworking! Managing a full time career and two kids…
Ask another question. Lead the conversation in whichever direction you want. In this
case closer to your offer.
How to set:
“I help (ideal customer) get (dream outcome) in (time period) without (effort
& sacrifice) and (increased perceived likelihood of achievement). Does
anyone you like come to mind?”
If they say no–
**This short & sweet version works well for email, texts, dms, calls,
in-person. Just fill in the blanks.
Speed is king.
“Do you mind if I give you a quick call? I might have some free resources for you as
well.”
Ex:
1) Acknowledgement: Oh cool - my aunt is an accountant. You must be very
detail oriented.
2) Question: Does sitting a lot of your day make it hard to work out? / Does
working in an office make it hard to eat healthy? / Does being around the kids
all day make it hard to eat healthy?
Strategy:
Open
Relate/Rapport
Transition to Fitness ASAP
Clarify Goals
Label With Problem
Overview Past Pains
Create Curiosity
CALL THEM
***************************************************************************************
OPEN
>> Hey Name - what’s going on in your world today?
RELATE
>>KEY: Relate all points back to not having time to eat healthy or workout. That’s it.
WARM (people who follow you or engage in content or like your page or start to
follow you IG)
EX:
...I saw that you just commented on/liked my post (thank you!) and we haven’t had a
chance to connect.
...I noticed that you’ve been following me and we haven’t yet connected. It looks like
you’re into skydiving. I did that once and it was crazy. Are you super active?
...I saw that you just started following my page, thank you! I see you have (kids, dog),
do they keep you busy?
TRANSITION
>>What do you do for work?
>>Does it keep you busy?
Follow up:
>>Oh wow does it make it hard to eat healthy?
>>Oh wow does it make it hard to workout?
***************************************************************************************
**********************
*SALES CONVERSATION BEGINS*
1) Acknowledge & Compliment
2) Then follow with the next question in sequence.
CLARIFY GOAL
>>So what are you trying to do right now fitness-wise? What are your goals?
CREATE CURIOSITY
>>Totally get it. I have a bunch of clients who were in the same boat. Def have some
suggestions for you (if you even want to hear them). I just like to ask before spurting
out advice lol
TWO OPTIONS
1) CALL THEM RIGHT NOW
>>Cool here’s my cell 555-555-555 what’s yours?
2) SET A TIME (WAYY less preferable, its a 5min call, you have to do it THAT DAY)
TKAD. TIME KILLS ALL DEALS.
>> Cool. Here’s my scheduling link so we can sync up. I’m going to keep my
chat open, once you grab a time, just let me know so I can confirm it on my
side.
^^IMPORTANT TO LEAVE AN OPEN LOOP^^
FOLLOW UP
>> hey, any issues?
>> saw you didn’t grab a time, everything good?
No images. No frills. No links. Just a question. Nothing else. This message is money for getting
leads to engage. And it’s among the first things I do when I invest in a new business.
Pro Tip: Use “still” if you are reaching back out to a list. IF you are reaching out to a list cold
(for the first time) remove the “still.”
COLD EMAIL:
Hey FIRSTNAME,
I know that’s a bold claim, but we’ve helped (x clients) in just under (time)
generate over (results)
Does it make sense for us to hop on a quick 15 minute call to discuss further?
Case Studies:
CASE STUDY 1:
LINK
CASE STUDY 2:
LINK
Click my booking link below, pay $1 to make $15k, see what else we have to
offer.
BOOKING LINK
P.s. just respond back “no” if you’re not interested in receiving these emails
again.
PS. If you like binge watching grade A content, check out our CEO (insert CEO
NAME)
https://www.youtube.com/channel/UCUyDOdBWhC1MCxEjC46d-zw
Respond to ALL POSITIVE REPLIES
Hi [First Name],
Thanks for your reply. Initially we find it best to have a quick 3 ½ minute chat to see
whether there’s a good fit or not.
Here is a link to my calendar where you can book a time to suit you:
LINK
--------------------------------------------------------------
Hey [FIRST NAME], so sorry to have bothered you, hope you enjoy your day!
Email copy: Hi NAME, was checking out your site and noticed a cool opportunity
with your email opt-in.
Didn’t want to overload you with a long email so I put together a short
video to show you exactly what I found that might double your email
revenue.
Let me know :)
I know you're busy, but I have an idea that will make your life as a
startup investor easier.
Our team of 50 designers are all experts in their respective fields, with
experience at top agencies, and can help elevate your portfolio at a
fraction of the cost.
Thanks,
Name
PS:
Follow up Sequence:
Day 1: Call
Day 1: Email
What times do you have open for a quick 5-minute chat to talk
through the details?
Let me know,
[NAME]
Day 1: Text
Hey [NAME], this is[YOUR NAME] with COMPANY. I just sent you an email, but I
thought I'd follow up with a text. When are you free for 5 min this week to talk
about how we can help you [REACH GOAL?]
Day 2: Call
Day 3: Email
Email Copy: Friendly follow-up. Checking to see if you still have plans in 2023
to [ACHIEVE GOAL?] If so, we should definitely have a chat.
Let me know,
Name
Day 4: Text
Hey [NAME], just wanted to bump this. Are you available today or tomorrow
morning for a 7-min chat?
Day 8: Email
Subject Line: Are you busy..?
Let me know what time works for you and I'll make it happen.
Best,
Name
COMPANY
Set Script:
FYI
Positive reply = positive reply for us - meaning they give us the answer we’re looking for.
Negative reply = not the answer we’re looking for. Example: they don’t have pain, not
expressing a need, etc.
Prospect: Hello?
BDR: Hi [NAME]?
Prospect:
BDR: Hi [NAME], this is [BDR NAME]. I'm a business consultant here at (COMPANY
NAME.) How ya been?
BDR: So I'm just reaching out real quick [NAME] because we've worked with about (#
of Avatar) and a lot of them have been [Avatar] actually and based off the
conversations and data we’ve been going over, they’re struggling with to generate (X
industry problem) and (Y industry problem) which have been tough for a lot of
(Avatar)
So I'm curious to hear about your current situation and how the past year has been
for you?
BDR: Ahh I completely understand. Which one is your biggest struggle right now - (X
industry problem) or (Y industry problem)?
BDR: Awesome. Yeah hats off to you, [NAME]. (Positive Industry fact)
BDR: Okay, 100%. A lot of (Avatar) I've been talking to don’t have the upfront capital to
be investing into paid ads...how do you feel about that or are you in the same boat?
BDR: I hear you loud and clear. So [NAME] what we’re doing right now is actually
having 30 minute consultation calls completely free. What we’re doing is showing
you how we’re generating our clients (outcome) in their first (time) without (pain.)
And that’s just what our average clients are doing right now.
This free consultation call, whether we work together or not, I think you’ll take some
things from the meeting that you’ll be able to implement in your business right now.
How open would you be to something like that either tomorrow or [say the day after
tomorrow]?
Prospect: YES
Prospect: NO
The best email I have for you right now is [EMAIL]. Is that the best email to reach you?
BDR: Ok great! What I'm gonna do right now is send you a quick document with what
we do at (Company) and a link to some free training resources we have for
(Avatar)...but honestly it's pretty surface level and won’t really get to the point and I
understand you’re super busy, but I'll send you that info so you can go over it.
But again, we would just need 20 to 25 minutes, between tomorrow or the next day
just to show you what we're doing for (Avatar) and again, whether we work together
or not, I think you’re going to take some things from the meeting then you'll find
interesting and can implement in your business today. Okay?
Why don't we just go to get that on the calendar so we can go over the info. What
time are you typically free tomorrow or [day]?
Prospect: YES
Prospect: NO
BDR: Ok, completely understand. I’ll get that information and training over to you
today. When would be a good day to touch base on it?
BDR: Cool, I’ll follow up in a week or so. Hey, before I let you go, do you know any
(Avatar) that would like (goal) over the next (time?)
Script:
Setter: Hey (name), it’s (name) from COMPANY. How have ya been?
I’m the coordinator here at COMPANY and I’m just calling because you responded to
[an email,linkedin message, etc (insert referral source) from us about potentially
getting help with your (PROBLEM YOU SOLVE.) Is now a bad time?
Prospect:l
IF YES: Completely understand, well then I’ll make this quick (Positive tone)
Setter: Perfect, so the purpose of this call is really just to learn a little more about your
company, where you’re at with your (goal), as well as to share more about our
process to see if we can help.
So with that being said, I’ve done a little research on (company), I'm on your website
right now and it looks like you’re doing some really great work in [NICHE] space. I
have a general understanding of your company, but in your own words can you give
me a quick 20-30 second high-level overview of what you guys do and what makes
you unique?
So (name) was there something in particular that piqued your interest in responding
to the email we sent?
Setter: Awesome so it sounds like it’s good that we’re getting in touch now then! Have
you (Step to reach goal, ex. Have you started to run ads) yet?
Setter: (if they started to make progress, compliment them since it’s not easy). Ok
and zooming out, what is the big goal?
Setter: Great (Repeat goal,) and how soon are you looking to do this by?
Prospect: I need to x by x date, or eh i don’t really need to x but it’d help (listen to
what it would help with, if they don’t tell you, ask - this is the lever we can pull to
motivate them to take action)
Setter: Ok got it - (Recap what they are currently at, what their goal is by X date, what
they are doing now) Seems like things are going fairly well….what made you reach
out again?
Setter: Well I know that can be tough, I appreciate you sharing all this with me, it
sounds like this could be a good fit and we should be able to help.
Setter: Great, so we see this all the time. Based on what you just told me, what we see
works best (Briefly overview why what they are doing isn't working and hint at the
solution that works.)
Ex. Since you have a low ticket offer, you don’t collect enough cash on day one, which
like you told me earlier you spend thousands on ads per month and don’t see a
positive return, so if we put in an irresistible offer…like we did for xyz with a similar
business…what would your business look like if we doubled the front end cash
collected? We’d make more money right? haha
Setter: Cool so I actually have an entire video walking you through exactly how to do
this…two options…we can watch it on our next call…or I can send it over to watch it in
between…which do you prefer?
Prospect: *they will take ownership of watching the video which increases the
amount of people who watch*
Setter: Great, well it what works best for you, I have a slot at x tomorrow or x the day
after? *Set time within 36 hours*
Setter: Real quick while I'm punching in my notes - what's your title exactly with
[Company], are you the founder?
Setter: Awesome, and is there anyone else that might be beneficial to have on this
call that I should cc? As an example, Do you have any co-founders? We would love to
get them on the call as well, and the reason being is because with the nature of what
we do we like to work with all of the founders.
Setter: Perfect, What’s the email? I will go ahead and add them to the invite.
Prospect: [email protected]
Setter:It was great speaking with you, I shot you the link to the invite. Did you get it?
(wait for response) Perfect and you should have the video…did you receive it? (wait
for response) and last thing…our calendars are slammed so is there any reason why I
won’t see you on x time x day?
Voicemail Script:
Let's say you're targeting Adidas and Nike is one of your customers.
Why It Works:
2. It's relevant. I'm not mentioning just any company. I'm mentioning a
competitor.
3. It opens a loop. Humans are curious by nature and hate open loops like
I've just created here.
Don’t do the following…
3. Fail to follow up