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Interactive Call Script
Introduction
Attention Grabber
Pre-Qualifying Questions
Common Problems
Information About Us
Closing Options
Objective
Option A: To get meetings with prospects to show them the free software we created for them and get a partnership.
Option B: To get the owner phone number, and the best email and add it to info campaigns.
Objection Rebuttals
I'm busy right now.
He/She/They are no longer here.
We can't afford anything right now.
I am not the right person.
We aren't making any changes.
Just send me some information.
Please call back in X weeks/months.
We already use someone for that.
I am not interested.
What is this in regards to?
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How is contact starting with this customer?
Inbound
contact
Outbound
contact
Sales Lead
Input the customer info to continue
Sales lead type:
Drop Program
Tax preparation assistance
Interest in starting a tax company.
Done! The sales lead has been added to the sales lead workflow to be contacted at another time.
Introduction
Gatekeeper:
If you have the contact's name:
Hello, I am trying to connect with [Target Prospect].
If you have the contacts title:
Hello, I am trying to connect with the [Target Title].
If you don't have the name or title:
Hello, I am trying to connect with the person responsible for adding new, relevant products to the store. Can you point me in the right direction?
Prospect:
Hello [Contact's name], my name is Dr. Shawanda, have I caught you at a bad time?
Elevator Pitch
Great. The purpose of my call is that I would like to form a partnership with you by putting my software product into your store to contribute to revenue gain during your day-to-day operations. Our product help stores:
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Allow their customers to submit their state/federal tax documents (like the state lottery)
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Increase profit at no cost additional expense (meaning, we give you our product for free)
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Establish reoccurring revenue
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Improve traffic rates
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Decrease stress
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Transition to / contribute to a more modernized (rather than old and outdated) store location
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Increase profits
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Increase customer lifetime value
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Make customers feel more connected to the instore environment
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Increase Search Engine Optimization (Google rankings)
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Drive community awareness
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Add profits without increasing store capacity
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Separate themselves from other stores that offer similar shelved products
(Optional) Disqualify Statement
(Choose one of the following)
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After conducting research in your area, we have heard nothing but good things; however, I actually don't know if you need what our services provide so I just had a question or two.
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After conducting research in your area, we have heard nothing but good things; however, I actually don't know if you are a good fit for what we provide so I just had a question or two.
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After conducting research in your area, we have heard nothing but good things; however, I don't know if you are the right person to speak with but I have just a couple of questions.
(Pause or ask for agreement or availability) If you have a couple of minutes?
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I definitely can. Actually, there is a lot of information I can send to you. If you have any questions about anything, it may be easier and quicker for you have a phone conversation with us on another day instead of me sending over a bunch of information.
(If yes, choose 1 question from the pre-qualifying questions below:)
(If no, proceed to prospect info for advertisement campaigns.)
Pre-Qualifying Questions
If I could as you real quick: (Choose 4 questions to ask)
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Do you have lottery services at your store?
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Do you perform monetary regulations at your store (check cashing, bill payment, etc.)?
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Do you use Western Union to generate revenue for your store?
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Do you use Money Gram to generate revenue for your store?
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Is every product in your store rapidly jumping off the shelf or do you have some products that can be replaced for better, in-demand products?
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How important is it for you to Increase store profits (the bottom line)?
Common Problems
As we talk with other Others and/or Sales Manages, we have noticed that they often express challenges with:
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Having the space to add another service.
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The impossibility of adding a new money service to the store because monetary regulation services aren't performed there in at all; neither check cashing, money order or money gram or lottery.
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It can be costly to add new services to their store due to staffing limitation (meaning, they don't want to pay to add employees.
Can you relate? Do you have the same concerns as some of our partners once did?
Company and Product Info
It will be productive for us to talk in more detail. The reason why is
(Share any of the below ass appropriate as you trigger interest)
Product Details:
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As I said, I am with RoyalTaxBox and we provide RoyalTaxBox. Our RoyalTaxBox is a customer tax document submission hub and a web-based software platform that allows your store to profit from a portion of each of their customers refunds. Literally, how it works is a customer brings their tax document to you (it can be a single W-2, 1099, etc. or a combination of the docs just mentioned), then your worker (whoever is working the register / helping the customer) sends a picture of the document(s) to us. It's simple; after we receive the documents from you, we help the customer get their refund and, from the refund, we take a cut and we you take a cut. It is just like the lottery service you offer, however, instead of your store giving documents (receipts with the customers numerical picks) to earn money, the customer brings their own documents to your store so you can earn money.
Benefits:
Our RoyalTaxBox software can help you to:
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Increase store sales and traffic
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Improve all monetary regulation activity
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Make your store more successful
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Increase customer support
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Increase customer reoccurrence
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Get found easily on Google search engine
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Modernize your store environment to increase customer satisfaction
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Get underperforming sales resources back on track
Differentiation:
Some ways that we differ from other options out there are:
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We are the only tax preparation methodology that can be performed under 30 seconds (which beats the average store checkout time [2 min 53 sec]).
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We provide you with everything you need (personalized software for data collection/tracking, marketing material, Google SEO update, training, 24/7 support, and more) for free.
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We give tax payers the flexibility they need to handle their yearly tax obligation through your store.
Name Drop:
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We work with 200+ organizations across the country and provide a tax preparation program for their customers.
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95% of our partners report 4.6/5 satisfaction ratings, which means are successfully increased revenue for them, just like we guaranteed. And it is all done at no additional cost (like hiring and supply expenses) to them.
Threats of Doing Nothing:
Some things to be concerned with when not doing anything in this area are:
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Decrease in Google ranking when keywords relevant to your store are searched
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It can be difficult to make your monetary regulation services popular in your store
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Customer satisfaction will decrease when they know the service (RoyalTaxBox) is on the market but they don't have access to it.
Company Facts:
Other key details about us are that we:
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Our software and business model are 100% unique (no one else can offer this service for you). So, I'm not calling to provide useless information; in fact, I know for a fact that I am the first person to call you about a store product like this.
Close:
But I actually called you out of the blue and I would like to learn more about you.
(Choose one of the following options, then navigate forward to annotation the prospects response)
Option 1 - Trial Close:
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What do you think about what we have discussed so far?
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Is this something that you are interested in discussing in more detail?
Option 2 - Soft Close 1:
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A great next stop would be for us to schedule a brief 15 to 20 minute phone conversation where we can learn a little more about how you are doing things today and share with you how we have helped to improve financial results and decrease the possibility of monetary regulation failure.
Option 3 - Soft Close 2:
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Can we schedule a brief 15 to 20 minute meeting where we can discuss your expectations and a potential long lasting partnership and share some examples of our product and how it's helped other stores like yours increase revenue.
Option 4 - Hard Close:
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How does your calendar look next Tuesday or Thursday morning for us to schedule a brief 15 to 20 minute phone conversation where we will learn more about how you are doing things today and share with you how we have helped to improve sales and decrease the possibility of monetary regulation failure.
(Navigate forward immediate after you've chosen one closing option)
Does the prospect want to meet to discuss a future partnership, does the prospect want to just provide information, or has the prospect expressed 0 interest in the company and doesn't want to provide any information or schedule a meeting?
Schedule Prospect
Meeting
Prospect has
0 interest
Get/Add Prospect
Info for Ad Campaigns
Prospect Info for Advertisement Campaigns:
Ok. Let me get the best contact info for you, so the information sent will be viewed by the right person. What is your:
Schedule
Input the prospect meeting information below.
Meeting Day:
Meeting Time:
Meeting Preparation Notes:
I understand,
If I could ask you a question real quick:
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How do you feel about you store maximizing profit and your employees using all of their skills to earn you money?
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How important is it for your store to have reoccurring revenue (i.e customer's) to retain your stores profitability?
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How important is it to have products in your store that will increase sales and not just take up shelf space?
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**Do you use any kind of tool or service to profit from your customers tax refund? For example, some stores use services that allow them to profit from customers employment check (their work pay checks) by cashing it for them?
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** Do you have use your state lottery services to earn money at your store?
I understand. Sometimes when we talk to other store owners, we have noticed that they express challenges with (or concerns around):
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Having the space to add another service.
-
The impossibility of adding a new money service to the store because monetary regulation services aren't performed there in at all; neither check cashing, money order or money gram or lottery.
-
It can be costly to add new services to their store due to staffing limitation (meaning, they don't want to pay to add employees.
Can you relate? Do you have the same concerns as some of our partners once did?
Oh, I see.
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How long have you been using them / with them / purchasing from them?
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How is everything going?
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What are some of the things you like that they provide? We can make your experience better.
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What are some things you think can be better?
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If you could change one thing about their product/service, what would it be?
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When was the last time you analyzed the market to see how your store can profit from monetary regulation services like ours? In fact, we are the only provider and number one in the world; we control the market.
Oh, I see.
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Are you happy with every product in your store or is there room for improvement for / reasons to reconsider distributing (due to lack of sales) some of your product?
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How much of a priority is it for you to increase your stores profit?
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How important is it for you to remove a product in your store that isn't performing and sitting on the shelf receiving very little attention from your customers?
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How important is it to you to bring more profit into your store?
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How motivated are you to keep up trends in your market to guarantee your store brings in revenue?
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How important is it to you to have products in your store that will bring in reoccurring revenue, just like the lottery?
I understand. Sometimes when we talk with other stores, they often express challenges with:
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They want to keep up-to-date, popular products in their store but don't want to risk adding a product that will never leave the store.
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Store sales could be better.
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They need to find a way to increase revenue.
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There is not enough traffic coming through their WesternUnion, Money Gram, and other monetary regulation services that they offer to customers.
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It can be difficult to try new things.
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Forgetting about the bad results of what happened when they last tried to add a new store product.
Are you concerned about any of those areas?
What happened?
Prospect hung up
Prospect has
0 interest
Get/Add Prospect
Info for Ad Campaigns
What is the mode of contact?
Outbound call
Outbound chat
Outbound email
What is the mode of contact?
Inbound call
Inbound chat
Inbound email
What is the contact type?
Enter the contacts details below:
What type of issue is it?
Sales
Technical
Support
What is the issue?
Locate Login/Register Icon
Step:
02
Visit RTB website
Step:
01
Input Data From Sigma
Step:
02
Go to Notification Form
Step:
01
Prepare to Send Request
Step:
01
Step:
02
Notes:
Navigation: