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Appt Script

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INTRO

Hello Good afternon, my name is Marie, and I’m calling from


(DOJO), may I speak with the business owner?

and I’m calling about the review of your card payments or your
card machine.

My manager Tomas will be in the area tomorrow visiting our


existing customers

Okay great!

I would like to inform you that my account manager KAMLA


has some time to talk with you about your current cost and
fees. This is just for you to know your options and the benefits
of our merchant program. Are you available tomorrow at 10
AM to have a quick chat with my account manager for just
10minutes?

I would just like inform you that my Account Manager,(Name)


will be in your area TOMORROW doing a small business
program
and also help you to understand the advantages of our
Merchant programs and show you some of the newest POS
systems we have available.
his is just for you to know your options and the benefits of
(Company name).

when the owners already said No because they have a current


provider:
WE ARE NOT ASKING FOR ANY CHANGES THIS IS JUST FOR YOU
TO KNOW YOU’RE OPTIONS AND BENEFITS TO OUR PROGRAM

when the owners no current provider or card machine:


you dont have to worries because
we are offer free equipment,with no upfront cost or charge for
new customer like yourself, this is just a free no obligation.
and also help you to understand the advantages of our
Merchant programs and show you some of the newest POS
systems we have available.

IF NO: (ask the person what day or time are they available to
have a quick chat)

IF YES: okay, I’ll just repeat ma’am/sir, you are available on


_________, is that correct?
so just to confirm, is this ______ located at_________?

Okay ma’am/sir, is this the best number to contact/ call you


back/ reach you?

Can I ask for your name please, to address you properly on


_______?

Uhuh, and you the owner right? Or the decision maker of the
company?

Okay great! May I ask for your email address please? So we


could send you the confirmation of our appointment.

By the way, May I also know your current card-processing


provider?
Is it Worldpay, Barclaycard, Elavon, Global Payments, Evo or
Izettle?

when the owners already said No because they have a current


provider:
WE ARE NOT ASKING FOR ANY CHANGES THIS IS JUST FOR YOU
TO KNOW YOU’RE OPTIONS AND BENEFITS TO OUR PROGRAM

when the owners no current provider or card machine:


you dont have to worries because
we are offer free equipment,with no upfront cost or charge for
new customer like yourself, this is just a free no obligation.
and also help you to understand the advantages of our
Merchant programs and show you some of the newest POS
systems we have available.

And… is your credit card sales volume higher than 12 thousand


a month?

Okay ma’am/sir I think we are all set, please have your highest
merchant handy (at the set scheduled). thank you and have a
great day!

===================================================
===================================================
===================================================
===
: Hello good afternoon ,I believe I am speaking
with Mr. David?

:okay sir,My name is Marie from NAVA Software.


My colleague, Amy Jackson sent out an email to you
last Monday, and I was trying to follow up if you
have received it yet. I would greatly appreciate it
if you could go through it and let us know if you
are available anytime to talk about the same?

:: yep hold on, one sec.

: okay sir.thank you.

:: what was your company again?

: NAVA Software sir.

:: uhhh I haven’t received any emails from your


software yet.

:Oh I see, can I just confirm your email sir? is it


still david.connections@gmail.com?

:: yes it is.

: okay…, well David, I believed that we have sent


the email through the right address, since you
can’t found it in your primary emails, can I ask
you to check your spam messages please?

:: uhh, okay.. yep I found it! Thank you for


telling me.

: no worries sir! Can I just ask if you are


available anytime to discuss about the same thing
that was said on the email?
:: yeah sure thing! Just call me beforehand because
I would be kinda busy this week.

: Okay sir,that wouldn’t be a problem for us, and


I think we are all set here, Thank you for your
time Mr. David, have a great day!

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