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    • #29061

      Jeff Carley
      Participant
        @jeffcarley6244@gmail.com

        #1 – Hey {name}, great to connect!

        I looked over your profile, and it looks like you have an amazing financial planning firm/agency.

        Whats the core focus of your firm/agency for 2019?

         

        #2 – Cool!

        I have a network of very innovative financial planning clients, looks like we might share some synergy.

        Are you focused on growing your practice/agency in 2019 or are you focused on maintaining what you have?

        #3 – Thats great!

        If I had a couple simple strategies that could get you 4-6 qualified exclusive leads a week would you like me to share that with you?

        #4 – When is a good time we could chat, OR check out my recorded DEMO and let me know what you think.

      • #29175

        n d
        Keymaster
          @negeen@coredm.com

          Hi @jeff-carley! Nice job taking massive imperfeCT action on your 4 questions!

          While your questions are good, they are too wordy.

          Instead of saying a long first message as your Q1, let’s get right to the point.

          Q1: Great to connect, [NAME]! What’s your core business?

          For your Q2, this is where you continue to build rapport and ask them what you have already written in your draft. Remember, you don’t have time to look at everyone’s profile so let’s not assume you’re going to do that.

          Q2: Perfect. What’s your main focus this year? 

          When they tell you whatever it is, you can say:

          Q3: Love that! I have a couple awesome strategies that are perfect for you! What are a couple time windows you have available to chat?

          or, what you have is good too. I would split test between what I have for Q3 and what you wrote and see which one performs better.

          4) Fantastic. What are a few time windows that you have available tomorrow to chat? 

          5) 2pm works. What’s your mobile?

          Nice work and start sending out your Q1 🙂

        • #29207

          Jeff Carley
          Participant
            @jeffcarley6244@gmail.com

            Thank you Negeen for the feedback!

             

            I will make the recommended changes.

             

            Have a great day

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