YOU

Guests that Assisted and filled out the Feedback Form.

• Hi (Prospect Name), thank you so much for being on my Grand Opening last night!
• I really appreciate you filling out the feedback form and I noticed that you said that (name the items the Prospect marked) really stood out for you.
• I am actually finishing up my certification and I need to complete some additional training.
• What I would like to do is just schedule a follow-up appointment with you to talk about those things in a little more detail with me and one of my Trainers so that you get the information you need, but also so that I get some great training out of it.
• What would be a good time for you to be able to do that?
• I have got some flexibility this coming (day option 1) or (day option 2).
• What would work best for you?
  

Guests that Assisted but did not fill out the Feedback Form.

• Hi (Prospect Name), how is everything going?
• I just wanted to say thank you so much for being on my Grand Opening!
• It really meant a lot to me that you were there!
• I wanted to ask you a question though; I didn't see your feedback form at the end, but I was curious: what stood out most to you out of everything that you saw?

(Pause and let them answer)

YOU

YOU

• (Prospect Name), I just want you to know that you don't have to do anything with us, but I actually need to go through some further training to observe some of the follow-up conversations in order to get certified.
  
• So what I would like to do is just schedule an appointment with you where we can go over those areas in a little bit more detail, you can ask some great questions, and I would get some great training out of it as well.
  
• I have got some flexibility this coming (day option 1) or (day option 2).
  
• What would work best for you?
  

Guests that confirmed their Assistance, but did not attend.

• Hi (Prospect Name), I noticed that you were unable to attend my Grand Opening last night. I just wanted to check in and make sure everything was good!
• Are you doing okay?”

(Pause. Check in and express concern. Hear their excuse.)

YOU

YOU

• Well hey, I know that you couldn't make it to my Grand Opening, but I actually need to go through some live training appointments where I can learn from real-life interactions in order to get certified.
• So it worked out that you couldn't make it last night because I was missing a few people for my training appointments anyhow.
• So I was wondering if you could help me out by getting on a 30-45 minute Zoom call so we can schedule a field training session and earn this certification.
• Would you be willing to help me out with that?
• I have got some flexibility this coming (day option 1) or (day option 2).
• What would work best for you?
  

Guests that said they could not attend or that never responded.

• Hi (Prospect Name), how are you?

(Small Talk)

• I had tried to invite you to my Grand Opening my agency owner hosted for me for my new career field I am transitioning into, and I know you couldn't make it but I am actually kind of glad you couldn't becuase now I could really use your help with something.
  

YOU

YOU

• Now that I am officially kicking off my career, I have my licenses but now I need to get certified.
• As far as getting certified goes, I need to go through 10 live training appointments.
• Would you be willing to help me out by jumping on about a 30-45 minute practice appointment with me and one of my Trainers over Zoom?
  

• It is just for my training, it is not a sales presentation, I would just encourage you to be difficult and ask lots of questions.
• But one of my biggest hopes is if you do like what I am doing, that you could be a good potential source of referals for me down the road.
• Would you be willing to help me out with that?
  
• I have got some flexibility this coming (day option 1) or (day option 2).
  
• What would work best for you?