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Picture Perfect Scripts

Simply click on the appropriate indusry list to review a sample script that pertains to your type of client engagement.

Accounting Services
"I'm curious when your accountant came out after your fiscal year closed to do a performance review and they got out a spreadsheet indicating hours worked, fees charged, workflow process and communications so that you wouldn't have to worry about finding ways to improve the service and get the greatest value, I'm curious, were you comfortable with how they went through the process?"

Business Copiers
"I'm curious, when your representative came out when your copier was delivered to do an introduction of his support team and he got out the plan of action on how to use each member of his team, like the technician, phone support, and himself so that you wouldn't have to worry about wasting time in the event of an emergency or breakdown, I'm curious, were you comfortable with how he went through the process?"

Financial Advisor
"I'm curious, when your Financial Planner came out for your annual review to do an update of any lifestyle changes, and they got out the checklist with headings for Children, Home Ownership, Insurance, Marriage, or Income and asked questions about your goals for each topic, and compared your answers with your present plan to ensure its effectiveness so that you wouldn't have to worry about missing out on reaching your financial goals, were you comfortable with how he went through the process?"

Insurance
"Im curious, when your agent came out 45 days after renewal to do your policy delivery and he got out the proposal and the current policies, and then compared the policies line item by line item to make sure everything was correct, then explained your coverage, particularly those difficult areas and those where you are self-insured so that you wouldn't have to worry about paying a claim out of pocket, I'm curious were you comfortable with how he went through the process?"

Real Estate
"I'm curious, when your broker came out after you signed the listing agreement to do an open house and they got out a list of recommendations for minor adjustments which make a house sell, and did a walk-through of the home to review some of those points, and prepared everything perfectly prior to advertising your home in important listings so that you wouldn't have to worry about selling your home at the highest price in the shortest time frame I'm curious, were you comfortable with how they went through this process?"





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