Qualification Scripts

Qualification Scripts

Voicemail Script

Hi, this is [NAME] with Qupid Tax & Accounting.

I'm calling because you expressed interest in taking advantage of our Free Tax Savings Strategy Session.

I will follow up with you again tomorrow or you can give us a call back at .

Have a wonderful day.

Opening Statement

Hi, this is [SETTER NAME] with Qupid Tax & Accounting calling on a recorded line. Is this [INSERT LEAD NAME]?

-- Wait for confirmation --

Hi [LEAD NAME], I see you were researching ways to save money in taxes and keep more of your hard-earned profits.

How would you like to save $50k in taxes yearly and increase profits up to 30%?

-- Answer Questions, then move to Qualification --

Qualification & Scheduling

*Qualify using the Qualifying Questions below:

Enter Your Information

Full Name

Email *

Do you own a business?

Do you feel like you are overpaying in taxes?

What is your annual Revenue?

Do you have a business partner or spouse that is involved in the decision making process?

If we can show you a positive ROI, do you have the resources to invest today?

Qualified

agent_id

Additional Information

-- Go to Scheduling –

*when scheduling appointments:

Thank you for taking the time to answer our questions.

What I would like to do is schedule a time for you to meet with One of our Tax Accountants who can answer all your questions and see if there is a good fit.

-- Get response and select the appropriate day; Book for the soonest available time if possible --

Great, we can put you down for [DAY]. Now would you prefer a morning or afternoon appointment?

-- Discuss available times and select the appropriate time --

Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?

-- Once confirmed, move to closing --

Closing Statement

Thank you again [LEAD NAME] for taking the time to answer our questions.

We look forward to speaking with you on [INSERT DAY AND TIME].

Do you have any additional questions for me?

-- Answer then end the call --

Great! Thank you for your time, [LEAD NAME].

Have a nice day!

Frequently Asked Questions

What is your address?

Hours of operations?