STEPS IN APPOINTMENT SETTING

Question 1

Opening Approach

Answer 1

(Natural Market): Hello_______, Kumusta na? Are you working from home or pumapasok ka pa rin sa
office?

(Existing Client): Hello _____, hindi na kita natawagan last time. Alam ko nung huli, you mentioned that you… (Make your last conversation your point of reference.)

(Referral): Hello, Good Morning. This is (Your Name) from (Insurance Company). Is this Ms. (Name of
the Person you are looking for)?

Question 2

Pattern Interrupt Method

Answer 2

(Natural Market): Well, tinawagan kita kasi hindi ko alam kung nasabi ko na sayo na (mention what you do), nagco-conduct ako ng free financial planning para sa friends ko at saka para makapag-catching up na rin tayo at the same time.

(Existing Client): Since nasabi mo na hindi mo alam paano magmanage ng funds ngayon, may natitira pa akong dalawang slots for free financial planning and mas maganda ibigay ko sayo para matignan natin yung options mo sa pag bu-budget ngayong quarantine.

(Referral): I was referred by (Complete name of the referrer), he is my client and nasabi niya magkatrabaho kayo sa office and are very good friends. Nabanggit niya sa akin na you want to know more about investments and insurance.

Question 3

Setting Appointments

Answer 3

Examples are:

1. Pakita ko sayo online, Monday after lunch or gusto mo ng Tuesday night?
2. Pag-usapan natin ng Friday 7 PM or Saturday 1 PM?
3. Mas okay sayo ng Weekedays or mas okay ang Weekends?
4. Mas okay na ipakita ko sayo ng Tuesday ng hapon or Wednesday before lunch?”
5. Parinig ko sayo ngayong morning ng 10 AM or gusto mo sa hapon na lang ng 4 PM?”
6. Feeling ko mas okay tayo mag-usap ng weekends, Saturday ba or feel mo ng Sunday?”

Question 4

Repeat of Details

Answer 4

So ulitin ko lang para ma-plot ko yung slot mo, we will see each other again sa Zoom, May 22, Friday yan at 7 PM. Papadala ko sayo yung Zoom ID and Password bukas.

Question 5

Closing Approach

Answer 5

(Natural Market): Thank you very much. Excited ako ulit makausap ka. Finally, masisimulan na natin ‘to.

(Existing Client): Thank you very much at kinuha mo yung slot saka for sure, mas marami tayong matututunan kahit naka ECQ tayo.

(Referral): Ayan, magkikita na rin tayo finally kahit naka ECQ. Okay na ‘to ha? Looking forward. Sabihin ko rin (Name of Referror) na nakapag-usap na tayo. See you on Friday.