Introduction

Hi is (Business owner name) There?/ Hi is (business owner name) In?

GK: Who’s this?/May I tell him what this is in reference too?
Hi I’m (Agent name) at Express Business Advances and we work with
business owners to craft a custom funding solutions to maximize their
return on investment…And I think I may have some valuable
information for (business owner)
GK: Transfer to business owner = go into regular pitch-
GK: No, they aren’t in can I take a message
Yes sure, I am (agent name) with (company name) my direct line is
(phone number).
Real quick does (business owner name) have an email, most my clients I
communicate with email. You know how technology has changed.
Listen... (write down the email)
Thanks! I will shoot (business owner name) over an email later today.
Thank you for your help, by the way who do I have the pleasure of
speaking with? (write down their name too)
Thanks (gatekeepers name) you were a big help today, I hope you have
a great day.