Hello FIRSTNAME,
My name is CONCIERGE NAME calling from LO NAME’s office at LO COMPANY NAME.
LO NAME asked me to give you a call because he/she has heard some excellent things about
you and your practice. We have a special mortgage and financial planning process that can
help your clients and make the overall divorce process smoother and simpler for all parties
involved.
We also have a referral network of local professionals that we would love to introduce you to.
Do you have 15 minutes for a quick call with LO NAME on DATE and TIME?
GATE KEEPER SCRIPT
Hello FIRSTNAME PROFESSIONAL Please.
May I ask who is calling? This is CONCIERGE NAME with LO NAMES office with COMPANY
NAME.
PROFESSIONAL is in a meeting.
I understand and I’m glad you're busy! We have been hearing amazing things about
PROFESSIONAL NAME and the entire practice over there!
LO NAME asked me to reach out to see if we can add you as a resource to our referral network.
We do, on occasion, have mortgage clients that need good legal advice and would love to be
able to send some business your way.
Are you the right person to help me schedule a quick 15-minute call for PROFESSIONAL NAME
and LO NAME to connect?
YES - Ok great. Do you mind if we book something tentative now and if something changes in
the future we can reschedule?
NO - Ok would you be opposed to connecting me with the right person to make this meeting
happen?
Book the appt OR book a follow-up time to call back to connect.