Upscale Credit Report

90 E. halsey Rd ste 333-1018, Parsippany Nj 07054

YOUR SCHEDULE

10-2 PM EST


Book L2 Appts:

Roy 10-6pm EST

S.C.A.L. NUMBER:

(917) 983-4577

PART 1 - INTRO

A. Inbound Call

THANK YOU FOR CALLING Upscale Credit Report THIS IS , HOW CAN I HELP YOU TODAY?

B. Outbound Call

Hi Mr./Mrs. [prospect name], How are you doing today?


This is from Upscale Credit Report - I’m calling because you requested a consultation to build your business credit score?


“Yes” - Continue

“No” - So you don’t need to build your business credit score?

Not Interested

No problem. Would you like us to follow up in the future or remove you from database?

PART 2 - BUILD RAPPORT + QUALIFY

Ok great, Is it ok if I ask you a few questions? NOTE: sound conversational

  1. Are you looking to build business credit or are you looking for funding?

  2. What is your approximate personal credit score?

  3. Do you have business credit established? If so, what is your approximate business credit score?

  4. On A Scale Of 1-10 how high of a priority is building business credit?

  5. Are you the decision maker for the business?

  6. What is the type of business? (Sole Proprietor, Partnership, Limited Liability Company (LLC), C Corporation, S Corporation)

  7. What is the industry of the business?

PART 3 - SCHEDULE APPT ON ADVISOR'S CALENDAR

Sounds like you are the perfect candidate for our program! So now I'll book an appointment with one of our business advisors so they can review everything with you.

{Check availability on the calendar}

TRANSFER NOTES (COPY & PASTE INTO ADDITIONAL INFO & NOTES OF LEAD'S PROFILE)

Talked to:

Phone number:

Email:

Build business credit or funding:

Personal credit score:

Business credit score:

Scale of 1-10:

Decision maker:

Type of business:

Industry of the business:

Scheduled appointment date:

Recap: Summary of everything discussed that is not above