Conversionly Scripts

Cold Call Scripts

Voicemail Script

Hi, this is [NAME] with Qupid Tax & Accounting.

I was just giving you a quick call - I see that you qualify for Free Tax Savings Strategy Session.

I wanted to touch base on that and see if you are interested in learning about the new ways we can help you save $10k in taxes this year.

I will follow up with you again tomorrow or you can give me a call back at .

Have a wonderful day.

Gatekeeper

Diffusion

Hi, [LEAD NAME], did I catch you in the middle of something?

-- wait for response --

If “YES” -> Okay, I totally understand. I’ll make this super quick.

If “NO” -> Great.

-- Once transferred move on to Introduction --

Introduction

Hey, this is ______________ with Qupid Tax & Accounting. I was just giving you a call because I noticed that you now qualify for a Free Tax Savings Strategy Session.

I’m sure you get calls like these all the time. I promise you, I’m a real person - but I did want to make you aware of the new strategies we've been using to help [Industry (i.e. Real Estate Brokers, investors) ] save at least $10k in taxes yearly.

And if you would like, we can give you a customized Free Tax Savings Strategy Session (with no obligation to you) to see how much you can save in taxes this year.

Does that sound like something you would be able to take a 10-15 minute call on to review your options and receive a customized breakdown of what you qualify for?

If Yes

-- Go to Qualification --

If No

Thank you for your time, Have a wonderful [MORNING/AFTERNOON/EVENING].

Qualification

Perfect! So real quick, I need to get a couple of questions from you. I’ll pass this on to our team who'll go over your situation and show you what you qualify for.

With that said,

Enter Your Information

Full Name

Email *

Do you own a business?

Do you feel like you are overpaying in taxes?

What is your annual Revenue?

Do you have a business partner or spouse that is involved in the decision making process?

If we can show you a positive ROI, do you have the resources to invest today?

Qualified

agent_id

Additional Information

What You Want From Them

*when scheduling appointment:

Great!

How does [DAY] at [TIME #1] OR [TIME #2] work for you to meet with Jayson Faustin who’s going to go over this with you?

-- Get response and select the appropriate day; Book for the soonest available time if possible --

Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?

So, just to tell you, I’m going to follow up with you the day before your appointment or the day of - just to make sure everything’s good. If we have to reschedule, we can move it to another time.

Does everything sound good?

-- Once confirmed, move to closing --

Closing Statement

Thank you again [LEAD NAME] for your time today.

We look forward to speaking with you on [INSERT DAY AND TIME].

Have a wonderful [MORNING/AFTERNOON/EVENING].

Frequently Asked Questions

What is your address?

3890 W Commercial Blvd Ste 214, Tamarac FL 33309