liferforlife
Expert
- 28
what do you guys think of this script I haven't tested it yet will be soon :-D the goal is to not waste time with people that have no interest at all. the survey is more of a buy in then anything. the questions are yes or no questions for the most part.
Hello Mr/Mrs X, This is NAME and I am with xyz. We will be in your time next week on x day morning and x day afternoon helping individuals such as you with various aspect of financial planning. In order to reach the people that actually do need our help we conduct a brief survey.
Have your personal finances been affected by the recent market downturn?
IF NO:
Are you comfortable with your current financial situation?
Are your concerned about your future financial situation?
YES: Thank you for your time.
No: Would you be open to discussing what would help you be more comfortable with your financial roadmap?
No: Thank you for your time.
YES: I'm sure you are busy and to ensure that our meeting is beneficial for you could you answer a couple of questions?
YES:
1. Are you suffering from financial losses as a result of the recent economic downturn?
2. Are you concerned about any of the following:
• Too many bills or debt?
• Lack of savings or investments for retirement or kids’ college education?
• Not having enough protection in the case of disability, long term illness or even death?
3. Do you carry any significant financial responsibilities with growing children or aging parents?
4. Are you concerned about the future of your job career?
5. Do you feel that financial terms such as investments, insurance, debt, inflation, and tax are difficult to understand?
6. Do you think there is a large number of people in our country who struggle financially and need help to improve their financial situation?
7. If you were to choose, what would you rather have?
A: ☐ Better Return for your money B: ☐ Better Safety for your money
8. Do you want to learn about how money works and how to build a stronger financial future?
mr/mrs x as i mentioned at the beginning my goal is to help individuals such as you with various aspect of financial planning
with that in mind is x day morning a good time for us to meet or yday afternoon a better time
any constructive criticism would be appreciated
Hello Mr/Mrs X, This is NAME and I am with xyz. We will be in your time next week on x day morning and x day afternoon helping individuals such as you with various aspect of financial planning. In order to reach the people that actually do need our help we conduct a brief survey.
Have your personal finances been affected by the recent market downturn?
IF NO:
Are you comfortable with your current financial situation?
Are your concerned about your future financial situation?
YES: Thank you for your time.
No: Would you be open to discussing what would help you be more comfortable with your financial roadmap?
No: Thank you for your time.
YES: I'm sure you are busy and to ensure that our meeting is beneficial for you could you answer a couple of questions?
YES:
1. Are you suffering from financial losses as a result of the recent economic downturn?
2. Are you concerned about any of the following:
• Too many bills or debt?
• Lack of savings or investments for retirement or kids’ college education?
• Not having enough protection in the case of disability, long term illness or even death?
3. Do you carry any significant financial responsibilities with growing children or aging parents?
4. Are you concerned about the future of your job career?
5. Do you feel that financial terms such as investments, insurance, debt, inflation, and tax are difficult to understand?
6. Do you think there is a large number of people in our country who struggle financially and need help to improve their financial situation?
7. If you were to choose, what would you rather have?
A: ☐ Better Return for your money B: ☐ Better Safety for your money
8. Do you want to learn about how money works and how to build a stronger financial future?
mr/mrs x as i mentioned at the beginning my goal is to help individuals such as you with various aspect of financial planning
with that in mind is x day morning a good time for us to meet or yday afternoon a better time
any constructive criticism would be appreciated