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Approach Script

Techniques in using Scripts

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Thanasekaran Ulagenathan
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48 views2 pages

Approach Script

Techniques in using Scripts

Uploaded by

Thanasekaran Ulagenathan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Sample Script

Approach
Step 1 : Greetings/Small Talk Telephone call
Hi, Jane , this is Jill. How are you? Congratulations for the new born baby. I'm sure she is so cute like the parents!

Face to Face

Hi John, it's been a long time, how have you been?


Wahl.. You're looking very good. What's your secret?

Step 2 : Create interest


1. Asking questions

a. Do you know that you can grow your resting money in Retirement Fund?

b. Do you know that you are potentially losing a double storey house by not investing?

c. Do you know that instead of spending monthly RM 1,000 today into something you don't need, you will
have extra RM184.170 in next 10 years?

d. Do you aware that your account 1 can help you to double your retirement fund?

Step 2 : Create Interest

2. Leading Statement

a. You know what, the cost of education is going higher and higher! If you do not start saving early you
may not be able to finance your kid's higher education.
b. I wish to share with you on how to achieve a tailor made financial planning where it
hedges against Inflation.
c. I wish to share with you a retirement plan that can help you to retire comfortably with peace of
mind.
d. 70% of retirees use up all their RETIREMEND FUNDS within 3 years after retiring. If you don't start
saving now, you may not be able to achieve your dream retirement.

Sample Script 1
Step 1: Greeting/Small talk:
Hi Jules! How are you doing?

It's been guide some times since we met.

How are your kids doing?

How old are they now?

Are you sending them for tuition?

Did you read in The Star lately about this person who scored straights A's in her SPM but the parents can't afford to
send for medical studies? That's just tragic.
Step 2: Create Interest:
So, have you started saving for your kids, Jules?

Are you happy with the returns that you are making?

I have a proven method that could potentially grow your education fund.

I have suggested this to many parents and they have found it beneficial especially in financing their
children's education.
Could we meet up and see how this idea can benefit you and your children?
You have all to gain!

Step 3: Ask for appointment, give 2 options for time or date


How about tea this Wednesday or would Thursday be better?

Step 4: Confirm the appointment, repeat date, time & venue


Great, let's meet at 12.30pm on Thursday at our usual place?

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Sample Script 2
Step 1: Greeting/Small talk:
Hi Eddie, it’s been a long time, how have you been?

What are you doing now?

Did you know that it was reported over news that 1 out of 4 Malaysians are just not financially ready for
retirement?

It was mentioned in the newspaper that a couple in Penang could not afford to take care of their aging parents.

So do you know what they did?

They put them in an old folks home and their parents are living a miserable life.

Step 2: Create Interest:


By the way, have you started saving for your retirement?

Do you make other investments besides savings in the bank?

I would like to meet up to share a few practical ideas that will help you to save and to increase your money.

We can look at these ideas and see how it can work for you, plus, you get to ask me any questions you want.

Step 3: Ask for appointment, give 2 options for time or date


How about lunch on Wednesday or Thursday?

Step 4: Confirm the appointment, repeat date, time & venue


Great, let’s meet at 12.30pm on Thursday at our usual coffee shop.

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