Step 3: Calling Leads
Preparing to Call Your Leads
Mastering The Phone Scripts
Calling your leads and scheduling your appointments is single-handedly the most important part of your business. It doesn’t matter how well you know the products or how good you are in sales, without appointments you’ll never have a chance to sell a policy. Take your time on this section, print and memorize the scripts, and role play with a partner until you can comfortably deliver the script without sounding scripted.
Mastering The Phone Script (Watch ALL FOUR videos below)
Print ALL the forms below to have with you when calling your leads
Mortgage Protection Phone Script
Activity Report
Client Qualification Form
Final Expense Phone Script
Learn from top agents in the company by listening to these audios
Print This “Overcoming Objections” Document
Recommended Schedule for Calling
| Day | Time | Note |
| Friday | 10am-12pm; 2-8:30pm | You should be able to get at least 5-10 appts during this time |
| Saturday | 9am – 2/3pm | You should be able to finish the # of Appts you committed to |
| Saturday | 3/4pm – 7pm | “Happy Hour Dialing” if needed |
| Sunday | 2pm-6pm | If needed to get the number of appts you need for the week |
| Mon-Thurs | 5pm-8:30pm | If needed to get the number of appts you need for the week |
Setup another phone number to call from for Free
As referred to in the “Getting Ready to Call Your Leads Audio.”
Getting an additional phone number to call from that can be
integrated for free on your smartphone is probably hands down
one of the best things you could do to reach more people.
Click Here to learn how to setup a FREE in-state or out of state
phone number to assist in calling your leads with Google Voice.
