Sign in

Ask a Question | FAQ Home |

Browse by category

What should I do when I call a referral to schedule a Phone Appointment and that person is not there? Should I leave a message with a miscellaneous person, call back later to talk to the person, or leave a voice message?

Article ID: 30

Last updated: 20 Nov, 2019

Do whatever you have to do so the referred person either a) answers the phone, or b) they can hear your voicemail message exuding your energy and good content.

Also listed in

Referral Conversation™ -> Referral Conversation™ Misc.

« The Referral Conversations™ imply that my current Ideal (or near...

When I conduct the Referral Conversation™, at what point do I... »

Others in this category

For some clients the Referral Conversation™ at the end of the Implementation Meeting has been a long time ago and/or not executed well at that time. The result is that they have not heard or do not remember why providing referrals are a great win-win-win opportunity. Since the following referral conversations builds on the first one, is it OK to repeat (once) part of this initial conversation after a Progress Meeting to help the client ‘get it’?

Bill, you talked about meeting with the Top Realtors in the area. I have been calling them and starting the conversation with the following: Hi_________, my name is John Smith. I am rather new to my area, and I am looking to expand my networking relationships with experts in the local region. As I was looking into the area of _________, your name keeps rising to the top. So I thought I would give you a call and see if you would like to have coffee and I could learn more about your business, tell you a little about mine, and see how we could help push each other forward to greater success. They have all taken it like I was trying to sell them something, even after I explain that I am not selling anything and just want to get to know them and how they have become so successful in their area of expertise. Please provide feedback on the script I have been using and help me wordsmith it so that I am starting the conversation or voicemail with the proper tone.

I am just starting on my journey with 6 ideal clients and calculated the number of phone call meetings I need to make(to be Done in 4 years or less)as 5/day. What activities do you suggest I be doing now/ASAP, to ensure I am getting these numbers so I can fill my activities calendar each day?

I was at a private health clinic the other day getting an in depth annual checkup (as per your suggestion). I met with the Director briefly and was answering her questions about my experience and how the process is going regarding my health assessment. She started asking me questions around my work, for example - how is your work is going? Is this a busy time for you? etc. 1. I wanted to create a script when someone asks me, “So how’s your work going,” other than just saying, “GREAT,” and the conversation ending. Example – “My work is great, It is very rewarding being able to help successful people achieve their goals.” 2. What would you say to then PIVOT after answering the question, “how’s you work going?” ( I want to PIVOT and then ask a meaningful question about her ). 3. What is an opening question you would use after this PIVOT to continue the conversation down a more meaningful path to gather Meaningful, Important, Significant and Compelling information about HER. Can you help with some scripting?

I feel like I am over analyzing the right questions to ask in a self referral conversation. The result is somewhat paralyzing. If I have some knowledge of the prospect, his occupation or family situation, what question or questions I should start with. It seems like I am trying to find out if they have other things in their life more important than money or if they are confident in their financial future or if they are comfortable that their entire financial house is in perfect order. What do I ask to lead in to a discussion of the above?

» More articles

Powered by KBPublisher (Knowledge base software)