Process Coffee Story Email Template Phone Script Meeting Script
PROCESS COFFEE STORY EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT WWW.RASBERRYPG.COM AGENT ONLY CODE-9825
2 COFFEE AND DONUTS LEAD PROCESS 1. Sign and return your agreement to RPG 2. Send sarah your address for coffee COFFEE STORY 3. Have a call with rpg to discuss area and interests EMAIL TEMPLATE 4. Prepare your email using the email script from agent only site or coffee & donuts pdf PHONE SCRIPT 5. When you get your leads from rpg-start sending personalized emails using the email script! (No bulk emails!) 6. Follow up the next day with calls! Must use the script provided by rpg. You have to make the calls not someone on your team! Keep calling until you get them on the phone. PROCESS MEETING SCRIPT 7. Set the appointment on the phone-use the phone script from rpg. 8. If you have bad leads- rpg will replenish them. Contact home office. 9. It’s time to deliver coffee & donuts- do not walk in to a business cold. Have an appointment! 10. 11. TABLE OF CONTENTS Have a conversation with the buisness owner. Reference the in-person meeting script. Ask for census (take your navgator and census sheet to the coffee & donuts appointment) Set a follow up appointment WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 Have an email signature, online presence Have your logo on something that you’re leaving behind at the business Have a CRMemail marketing platform-drip campaign. The leads are yours to work!
3 PROCESS COFFEE STORY EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825
EMAIL SCRIPT TO EMPLOYERS PROCESS COFFEE STORY EMAIL TEMPLATE David, let me provide a treat for you and your employees! I want to bring by some do-nuts and coffee to your team next Tuesday. You might be familiar with the HGTV program, “Home Town”. We’re a part of the team and we have just put out a new coffee called, “Big Ben’s Blend”. Thought I would bring a few cups over as well. Also, I’m a big fan of doughnuts. Thought I would bring enough for your entire work force. Let me tell you why I want to visit. IF YOU DO NOT FIND A 5500 PLAN PHONE SCRIPT MEETING SCRIPT I’ve been a professional life insurance agent and advisor for over years in the area. I have a passion for helping people save. I know that most small business owners here in don’t have any type of retirement benefit for their employees (or themselves). Let me tell you about some trends that are happening. Congress has provided tax credits (yep, dollar for dollar) for some who start a plan. I believe there are some real opportunities available that might excite you. IF YOU DO FIND A 5500 PLAN I’ve been a professional life insurance agent and advisor for over years in the area. Many small businesses who have a qualified plan simply don’t get the help they need. Did you know that 90 percent of agents or advisors never come back after they put the plan in place? That’s insane to me. Let me tell you about some trends that are happening with retirement plans these days, like a ROTH provision and how to work around a Safe Harbor to benefit YOU. I think you will appreciate learning more about the revision of the 7702 regulation and how it could help you! Yes, I’m an independent business owner just like you. Over the years, I found out that my success revolves around meeting other successful leaders. I consider you one of those individuals that I want to meet and say “hello” to. So, allow me to provide you and your team with a morning treat and let’s see if there might be some “common ground” for us. Please take my call and let’s enjoy a do-nut and a short conversation of what we can do for you and your employees. I’m excited about the opportunity to chat! I hope you are as well. If you have an extra minute, click my short video. TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 4
TELEPHONE SCRIPT – FOLLOW UP TO THE EMAIL PROCESS Hi, could I speak with David. This is Danny Rasberry. I emailed him yesterday and noted that I would call today. COFFEE STORY David, Danny Rasberry, hope you got my email yesterday. As I mentioned, I would love to bring donuts and coffee over and have the opportunity of saying “hello”. EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT TABLE OF CONTENTS YES, I DID GET IT! I’M NOT INTERESTED. NO, I DIDN’T GET IT IF THEY HAVE A PLAN – IF THEY DON’T HAVE A PLAN – WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 5
TELEPHONE SCRIPT – FOLLOW UP TO THE EMAIL PROCESS Hi, could I speak with David. This is Danny Rasberry. I emailed him yesterday and noted that I would call today. COFFEE STORY David, Danny Rasberry, hope you got my email yesterday. As I mentioned, I would love to bring donuts and coffee over and have the opportunity of saying “hello”. EMAIL TEMPLATE PHONE SCRIPT YES, I DID GET IT! Super! Are you open to a short interruption, perhaps on Tuesday! Who doesn’t love tasty doughnuts and you’ve got to try our brand new coffee! What type of coffee maker do you have so I know to bring pods or roasted ground? I’M NOT INTERESTED. MEETING SCRIPT NO, I DIDN’T GET IT IF THEY HAVE A PLAN – IF THEY DON’T HAVE A PLAN – IF THEY DON’T HAVE A PLAN – TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 6
TELEPHONE SCRIPT – FOLLOW UP TO THE EMAIL PROCESS Hi, could I speak with David. This is Danny Rasberry. I emailed him yesterday and noted that I would call today. COFFEE STORY David, Danny Rasberry, hope you got my email yesterday. As I mentioned, I would love to bring donuts and coffee over and have the opportunity of saying “hello”. EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT YES, I DID GET IT! I’M NOT INTERESTED. Well, I feel the same way sometimes, David. I hate when people just barged in on me unannounced. As business owners and entrepreneurs, we schedule our time pretty tight. Are you not interested in meeting me, having me interrupt your company’s business with do-nuts or is this week just not a good week? NO, I DIDN’T GET IT IF THEY HAVE A PLAN – IF THEY DON’T HAVE A PLAN – TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 7
TELEPHONE SCRIPT – FOLLOW UP TO THE EMAIL PROCESS Hi, could I speak with David. This is Danny Rasberry. I emailed him yesterday and noted that I would call today. COFFEE STORY David, Danny Rasberry, hope you got my email yesterday. As I mentioned, I would love to bring donuts and coffee over and have the opportunity of saying “hello”. EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT YES, I DID GET IT! I’M NOT INTERESTED. NO, I DIDN’T GET IT Let me double check your email. I sent it to @ .com Is that correct? Let me resend that right now. Also, if you have a minute click the short video attached to it. , I’m a professional life insurance agent and have been for years here in the community. I specialize in helping small business owners: IF THEY HAVE A PLAN – IF THEY DON’T HAVE A PLAN – TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 8
TELEPHONE SCRIPT – FOLLOW UP TO THE EMAIL PROCESS Hi, could I speak with David. This is Danny Rasberry. I emailed him yesterday and noted that I would call today. COFFEE STORY David, Danny Rasberry, hope you got my email yesterday. As I mentioned, I would love to bring donuts and coffee over and have the opportunity of saying “hello”. EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT YES, I DID GET IT! I’M NOT INTERESTED. NO, I DIDN’T GET IT IF THEY HAVE A PLAN – Get their plans in order and providing opportunities that might have been overlooked. IF THEY DON’T HAVE A PLAN – TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 9
TELEPHONE SCRIPT – FOLLOW UP TO THE EMAIL PROCESS Hi, could I speak with David. This is Danny Rasberry. I emailed him yesterday and noted that I would call today. COFFEE STORY David, Danny Rasberry, hope you got my email yesterday. As I mentioned, I would love to bring donuts and coffee over and have the opportunity of saying “hello”. EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT YES, I DID GET IT! I’M NOT INTERESTED. NO, I DIDN’T GET IT IF THEY HAVE A PLAN – IF THEY DON’T HAVE A PLAN – The government has offered a couple of great ways to help employers and employees like offering dollar for dollar tax credits for companies that have not had a qualified plan in the last three years. They have also just provide an incredible way to put more dollars aside than ever before. Most importantly, David, I learned years ago that to be successful, I had to know the successful people of the community. I consider you one and we haven’t met before. Can we share a do-nut and have a short conversation on Tuesday? David, almost forgot, how many will be working on Tuesday and what’s the best time to arrive? Super. Looking forward to meeting you!!! TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 10
COFFEE AND DONUTS MEETING SCRIPT PROCESS COFFEE STORY EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT Do social intelligence, know as much about the employer and you can find. Check to see if they have a plan under the 5500 filings, know as much about the plan before you walk in. WALK IN – PART ONE Hi , have you heard of our television show on HGTV called “Home Town”? It’s the number one rated show on the network. That’s Ben and Erin in Laurel, Mississippi. We’re a part of their group and we developed our own coffee called, “Big Ben’s Blend”. You mentioned on the phone that you had a Mr. Coffee machine so I brought with me our latest roasted version. Plus, I have doughnuts. I’ve got you a full assortment of tasty treats here. I’ve always love doughnuts because . PART TWO , let me tell you why I’m here. Like I told you on the phone, I’ve been an independent business owner myself for years. I know what you face each day and the critical decisions you have to make to keep this business going. I also know that it’s important for me to know and work with the business leaders of our community. I consider you one. I help small businesses with their benefit and retirement plans. I have a passion for this business. In many ways, it’s a mission. See, over 75% of small businesses don’t have a plan. 45% of Americans have never saved a penny, not a dime. Another 24% have saved less than 1,000. Almost 70% of Americans in a savings crisis. So, here I am. PART THREE Do you offer a plan? If “yes” - That’s fantastic. I thought you did as I was able to access your latest 5500 on line. Who’s that with? Carrier/Agent - (if they have trouble remembering, you know they haven’t been by in awhile!) Great. What I know from doing this is that over 90 percent of small business owners are not happy with their plan. Many haven’t seen their agent or advisor since the plan was installed. What about you, are you happy with your plan? Do you understand it? CONTINUED TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 11
COFFEE AND DONUTS MEETING SCRIPT PROCESS Do you have a ROTH provision in your plan? Is Your Fidelity Bond up to date? COFFEE STORY Do you offer any liquidity in your plan? EMAIL TEMPLATE Are you able to put enough money in the plan for yourself? Congress had a revisioned of the 7702 regulations earlier this year that really opened up opportunities for employers like yourself to put away large amounts of dollars and have them fairly liquid. In fact, it might be a great opportunity for all of your employees. PHONE SCRIPT If “no” MEETING SCRIPT Well, Congress actually made my job a bit easier with a couple of Acts in the last two years. The first one came in December of 2019 called “The Secure Act”. Because Congress realized that they had to do something, they offered a tax credit – yep, dollar for dollar – if you have not had a qualified plan in the last three years. Here’s how it works – up to 6,000 a year for up to 3 years! That’s potentially 18,000 in your pocket and you don’t even have to do a match! I wanted to give you an up to date performance report on our 401k. You will notice some huge returns – not just YTD, or the past 12 months or even the 10 year average – look at the returns since the inception of the account. , this is the opportunity that you and your employees have missed by not having a plan. One of the keys is working with an agent or advisor, like myself, that is knowledgeable about the rules of qualified plans and is willing to work with each of your employees to insure they understand their options. The second big change was the revision of the 7702 regulation. It was put in the middle of the Cares Act at the first of the year. It has really opened up the opportunity to build assets using the rules and laws of life insurance. For instance, leveraging and potentially tax free income has never been better! On top of that, for a business owner like yourself, the most important ingredient could the incredible amount of liquidity available in the early years like 75 to 80% by year two and potentially 100% by year three or four! CONTINUED TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 12
COFFEE AND DONUTS MEETING SCRIPT PROCESS COFFEE STORY EMAIL TEMPLATE PHONE SCRIPT MEETING SCRIPT There was a survey done with employees last year authorized by Prudential Life Insurance. When asked what their number one concern was. what was the number on ask to their employer, the answer was responding. It wasn’t health insurance, more vacation days, child care, more or less hours. no. it was FIND US A WAY TO GET TO RETIREMENT. WE NEED THE EMPLOYER’S HELP. WE CAN’T DO IT ALONE. PART FOUR Now, , I know you care about your employees. I know you know all of their names, their spouses names and I suspect even their children’s names. I wouldn’t be surprised if you know each of their financial conditions. And I think I know this, you would at least offer them the opportunity to save dollars out of their paycheck, right? PART FIVE Let me show you a couple of opportunities. For us to do that, I need to pick up a census from you. The sooner you could get that to me, the better. I can wait for it now if that’s not too much trouble. I’ll come back with opportunities that we can go more into depth with. As I put this together for you, let me ask you a few questions (proposal). Also, what about a match? Not that I’ll hold you to it, of course, but what would you like to see on paper as an example? Would you want to do a match and how much? I’ll tell you this, you offer just 25 a week as a match, not give it to them, only for those willing to take the next step toward their financial future. You do that and I’ll get 90 to 95% of your team to a real retirement which I consider 80% of the future income in retirement. TABLE OF CONTENTS WWW.RASBERRYPG.COM AGENT ONLY CODE-9825 13
PHONE SCRIPT MEETING SCRIPT TELEPHONE SCRIPT - FOLLOW UP TO THE EMAIL Hi, could I speak with David. This is Danny Rasberry. I emailed him yesterday and noted that I would call today. David, Danny Rasberry, hope you got my email yesterday. As I mentioned, I would love to bring do-nuts and coffee over and have the opportunity of saying "hello".
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