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Contacting Those Referral Leads
by: Anonymous

Re: your question - Once I have my three referrals from my customers how can I talk to them in order to have an appointments. Please advise.

Please check out my web page that is called the "referred lead sales presentation."

So How do you Phone call those referrals.

First off if you used the card system, then you will have sent them a signed card, if not then send them a short note saying " A good friend of yours, John Doe asked me to call you so that I can share some ideas with you about financial planning. I will be calling you in the next few days. Looking forward to visiting with you"

Sincerely, Your name

Now let?s make the phone call:

Mr. Referral this is Mr. Agent. I recently sent you out a referral card/personal note from john prospect, I am giving you a courtesy call to see if we can get together sometime and show you the type of work I do. Our first get together is to first find out if there is anything we have in common. I am always looking to meet new friends, are daytime or evening appointments best for you?

Shut up and wait for response and then take it from there:

Good luck and have a great day.


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