Introduction:
Agent: Hello [Prospective Client's Name], this is [Your Name] from [Your Company]. How are you today?
Prospective Client: I'm good, thank you. How about you?
Agent: I'm doing well, thank you. I appreciate your time today. I understand you're looking into small business loans. Is that correct?
Prospective Client: Yes, that's right.
Build Rapport:
Agent: Great to hear. We've been helping businesses like yours achieve their goals through tailored financing solutions. Before we dive in, could you tell me a bit more about your business and your specific funding needs?
Prospective Client: [Briefly share information about their business and funding needs]
Highlight Benefits:
Agent: It sounds like you're working on some exciting projects. Our small business loans are designed to provide the funding you need with flexible terms and competitive rates. Plus, our application process is streamlined to save you time.
Address Concerns:
Prospective Client: I've heard getting a business loan can be complicated.
Agent: I understand your concern, and we're here to make the process as smooth as possible. Our team will guide you through each step, ensuring you have a clear understanding of the terms and conditions.
Explain the Process:
Agent: To get started, we'll need some basic information about your business, financials, and the purpose of the loan. Once we have that, our team will carefully review your application and get back to you promptly.
Address Questions:
Prospective Client: What kind of interest rates do you offer?
Agent: Our interest rates are competitive, and they vary based on factors like your business's financial health and the type of loan you're seeking. We'll work closely with you to find a solution that aligns with your budget.
Next Steps:
Agent: If you're comfortable, I can walk you through our pre-qualification process right now. Alternatively, we can schedule a time that works best for you. What would you prefer?
Prospective Client: Let's go ahead now.
Agent: Perfect. I'll ask you a few questions to better understand your needs, and then we can discuss the next steps.
Remember to tailor this script to your company's unique selling points, services, and processes. Additionally, be prepared to handle objections, and always prioritize building a positive and trustworthy relationship with the prospective client.
