This document outlines a script for a phone call to qualify potential clients for an online business coaching program. The caller begins by introducing themselves and asking some questions to understand the prospect's motivations. They then describe the coaching program, which involves building an online business with the goal of financial success. The caller qualifies the prospect by assessing their commitment level, coachability, finances, and willingness to invest in the program. If the prospect seems like a good fit, the caller transfers them to the program director to discuss details. The overall goal is to identify prospects who are serious and capable of succeeding in the online business coaching program.
This document outlines a script for a phone call to qualify potential clients for an online business coaching program. The caller begins by introducing themselves and asking some questions to understand the prospect's motivations. They then describe the coaching program, which involves building an online business with the goal of financial success. The caller qualifies the prospect by assessing their commitment level, coachability, finances, and willingness to invest in the program. If the prospect seems like a good fit, the caller transfers them to the program director to discuss details. The overall goal is to identify prospects who are serious and capable of succeeding in the online business coaching program.
Hello ______. This is ______ calling from Russell Brunson’s office.
(Pause after you tell them where you are calling from to gauge their response.)
How are you doing?
I understand you went through the One Funnel Away Challenge and filled out an application to work with a coach one on one. Is that right?
Great! What I do here is call back a few people that went through the challenge to find out what is motivating them. Why did you go through the challenge with ClickFunnels? (Spend time here pulling out hot buttons or gathering information about their current online business. The best thing that you can do is be quiet and listen. If you’re having a tough time getting information out of them, here are some sample questions below you could ask.)
● Were you looking for lump sums of cash or long-term residual income? ● How long have you been thinking about making money online? ● Are you looking to replace or supplement an income?
What has held you back from actually getting started with an online business in the past? (Don’t move forward until they say they lack knowledge.)
BLAST: Well, I don’t know, but maybe I can help. Let me tell you what I do for Russell Brunson. First of all, we’re looking for a few individuals who are ready to make some changes that will improve their financial situations by coming aboard our success team. We call this our success team because we need success stories and testimonials to promote this opportunity in future infomercials and other marketing arenas. Are you familiar with our Two Comma Club?
We’re looking to get more people into the seven-figure funnels. What we will do is train you on how to build a successful online business, working at it 10-15 hours per week. Our goal is to help you build and grow this business and create a positive cash flow, in as little time as possible. When we create a success story with you, would you be alright with us using it to promote our business in the future?
In that case, let me stop right here and explain what my job is. I’m here to basically weed people out. Obviously, we can’t work with everyone that has ordered Russell’s information. The reason being that we’re going to set you up with our coaching team. This team is full of experts in helping people to build successful funnels and businesses. Our team will train you step by step on how to build your business, build your funnels, and generate income online. Our team works with each student one on one for the next three months. Now, let me ask you this: If you could work with Russell Brunson, or someone like him, for the next three months building and growing your funnels, how do you feel that would make a difference for you compared to doing this on your own? (Don’t move forward until the prospect says that working with your program/expert would be the next best thing to sliced bread.)
So, ______, tell me why you feel like you would be a good candidate for us to consider for this program?
Well, ______, I do want you to understand that I am not the expert in building online businesses. My job is simply to find people that I feel are qualified for Russell’s one-on-one coaching program. If I feel good about you, I will turn you over to the director of Russell’s coaching program. He is the expert. He has two responsibilities. Obviously, he will explain the details of the program to you, but most importantly, his job is to make sure we are bringing the right types of people aboard this team. Russell found out a long time ago that he only wants his team to be working with the right types of people. The wrong people are a drain on our time and resources. It is imperative to Russell that we have the right people on this team. In order to do this, I need to build out a quick profile on you. I need to ask you a few questions to find out where you are professionally, as well as financially right now. Then, I want to compare where you are now to where you want to be in the future. This will help me determine if you are a good candidate for our success team.
PROBE: What is your current business? ______________________________________________ (If they don’t have a business, ask them about niches that they are interested in. What are they passionate about?)
Do you have a website? Y / N If yes, website address: ________________________________________________
Do you have a ClickFunnels account? Y / N
Have you ever done anything to make money online? Y / N If yes, what: ___________________________________________________________
Do you have a merchant account? Y / N
Do you have a financial partner or spouse involved in your business? Y / N If yes, name: _____________________ If yes: Obviously your partner/spouse is involved in making financial decisions with you? Let’s get him/her on the phone with us.
How would you rate your personal credit? Excellent, Good, Fair, or Poor? (Circle one)
Why would you say your credit is Excellent/Good/Fair/Poor? _______________________________________________________________________
If Russell Brunson were to write a check to pay off all your debt, how big would that check have to be? $______________
How much of that is credit card debt? $______________
Card Debt/Limit APR (%) Available
Other Savings/Credit Lines: __________________________________________________
Occupation: ________________________________________________________________ Income: $______________ per Hour/Month/Year ( Circle One)
Home: Own___ Rent___ Other______________________
Retirement Fund: Y / N If yes, amount: $_____________
COMMITMENTS: Going over your profile, you look like a potential candidate for me to recommend to my director. Before I can turn you over to him, there are 4 commitments that must be agreeable to you before I can make that recommendation.
1. We must have a minimum time commitment of 10-15 hours per week. Can you do that? Y / N
2. We are looking for someone who is open-minded and teachable so we can form a long-term, mutually beneficial relationship. Are you coachable and willing to learn from our experts? Y / N
3. We’re looking for people that can start today. In other words, we’re looking for decision-makers! Tell me, when do you think is the best time for you to start working towards your goals? (Make sure it is NOW.) Great. So, if we find that this is a fit for both of us, is there anything that would hold you back from getting started today? __________________________________
4. When you are working with our coaching team, there will obviously be an investment involved. With this investment, we want you to use a concept that many business owners use by leveraging their credit to build and grow their business. Have you ever used your credit to actually make you money?
Most people don’t use their credit to make them money; they use it for things like clothes, food, or trips… things that never make them any money. We don’t want you to use your credit in this way. We want you to use your credit as a short-term leveraging tool. What this does is buys us time. With that time, we want to teach you and train you how to build your online business and get you to the point that you can start to initially pay the minimum payment on that card and then obviously pay it off as soon as possible. Is using your credit cards to build your business a strategy you are willing to use as long as you can see that the business will pay for itself in a reasonable amount of time? Y / N
Great! I do want to get an idea of what you would feel comfortable investing into your business to get it started. Some of our students invest 10-15 thousand dollars; some even more. But, most of our students invest between 5 and 10 thousand dollars to get their business started. Where would you see yourself investing to get started today? The top, middle, or bottom?
TRANSITION: Okay, I’m going to put you on hold for a minute to see if I can get the program director to speak with you. While I do that, will you grab a piece of paper and a pen? (Put them on hold and go get director.)
First, let me have you write down the director’s name; it’s Mr. ______. You are lucky to speak with Mr. ______. He is an expert in building funnels and online businesses. But most importantly, his job is to build the success team that we have been talking about. They want to have the best people in the program. Obviously, this has got to be a win for you, right? But it also has to be a win for ClickFunnels as well. Now, maybe this sounds a little harsh, but don’t be offended if they don’t invite you aboard the team. Mr. ________ said he would be happy to call you back in 5-10 minutes. He is just finishing up a meeting, so he would like you to do a few things before you talk with him.
1. Write down one 6-month financial goal and one 12-month financial goal. 2. Write down 2 things that you like about ClickFunnels and 2 questions that you have about ClickFunnels right now. 3. Write down 2 things that you want more of besides money.
I am going to let you in on a secret. My director is looking for the individuals that are the most serious and motivated. So, I have a couple of favors to ask you.
First, will you let my boss know up front how serious and motivated you are to build your online business with ClickFunnels?
Second, I don’t hear a whole lot about what happens with the individuals who are brought aboard the team. If my director extends an invitation to you, will you give me a quick call back and let me know if you are invited aboard the team?
Great! I’ll have him call you back as soon as he is out of his meeting. Thank you for your time ______.