Answer “I completely understand. I don’t expect you to be interested in something we haven’t had a chance to fully explore. If we had a brief appointment, I could describe how our approach might benefit you, allowing you to make an informed decision based on that discussion.” Advance “Can we meet next __________ at _________?”
Answer “That’s exactly why I called. In fact, most of the businesses I speak with have a good relationship with their bank. It is certainly not my intent to have you make a banking change based on a brief phone call.” “My only purpose today is to arrange a convenient time to meet with you…
1. OPENING OF THE CALL “Mr./Ms. ________?”(Wait for confirmation.) “Hi ________, this is ______with KeyBank here in ________.” “Did I catch you with a quick minute?”(Wait for response) 2. THE VALUE STATEMENT “We work with businesses and professionals throughout the area, helping them manage cash flow, access financing and make their day-to-day banking easier. The…
“It would probably be easier if I called back. When would you suggest a better time for me to call him/her? Is it possible to reach him/her by cell?” “By the way, what is your name? Thanks _____, I appreciate your help!”
“That is exactly why I called.” “Would you let him/her know it will only take a quick minute? Thanks for your help.”
“Yes. I wanted to speak directly with _____. When would you suggest a better time for me to call him/her?“ “Is it possible to reach him/her by cell?“ “By the way, what is your name? Thanks _____, I appreciate your help!“
“Sending information would really be insufficient. I can give him/her a much more valuable picture of how he/she could benefit from our services if I could speak with him/her directly.” “Could you let him/her know I only need a quick 30 seconds.”
“I wanted to get his/her opinion on some ideas we have on possibly improving cash flow and increasing the profitability of the business.” “May I speak with her/him?”
(If pre-approach information was sent) “Yes. I recently forwarded him/her a message which I was following up on.” “Could you put me through?” (If no information was sent) “Probably not.” “Could you put me through?”
“He/She is not.” “May I speak with him/her?”