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Cold Calling on Service vs. Product

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Oct 13, 2011 7:46 pm

I'm beginning production 11/1 and plan on cold calling (a lot) on yieldy kinds of products.  However, until 11/1 I want to get a head start a little by calling on service and trying to set up some appointments.  I'd appreciate any opinions on the below approach...

Hi Mr. Prospect, this is ____ from ____.  The reason for my call is that we’re currently offering a complementary second opinion on the investment strategies of successful business owners in the area with at least $250k in investable assets.  Now, my schedule is filling up quickly but I’m going to be in your area next Tuesday afternoon and wanted to see if we could get together.




Don’t have time…


I understand, most successful professionals like yourself always have something going on.  I’d love to make it as easy as possible for you.  I can come to you or meet you before or after hours.  I promise you, it will be time well spent.  How does Tuesday evening work for you? 


Not interested…


Again, this is completely complementary and can only improve your current situation.  At the very least, you’ll walk away reassured that you’re perfectly positioned to achieve your goals.  So how does Tuesday afternoon work for you? 


I’m happy with my guy…


That’s great and is actually the whole purpose of this offer.  Many people I’ve met thought the same thing but left our meeting with a fresh perspective they hadn’t ever considered beforehand.  Now, I promise you it will be time well spent.  How does Tuesday afternoon work for you?