Company name

Fintech Script​

Industry from: software

​Industry to: Financial Advisors

​Appointment ​Setting Rate: 3.61%

Format: Consultative Conversation Script

Script #: saas.001

Content (C) 2020, Ryan Pereus Marketing & Consulting, Inc, all rights reserved.

Unauthorized reproduction is prohibited.

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Company name

Campaign Strategy

This #FinTech company has been a client of our sister company, Superhuman Prospecting​, for 3 years and comes back to their US-based client SDRs on a project to project basis during campaign seasons when looking to generate sales opportunities for the top of their sales funnel.

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Company Offering:​

This co​mpany offers an investment software for financial advisors to help them incorporate data and technology when making investment decisions​

Campaign Objective:

The objective of the campaign was to cold phone call financial advisors of investments firms and spark interest in this company's offering with the goal of setting up a sales appointment with this #FinTech's managing partner.​

NXTS Tier Desired:

​A demo of the software at a specific date and time

Target Profile:

​Financial Advisors or Leaders of Financial Advisors​​

Suggested H2H Entrainment ​:​

Financial advisors can have stoic, yet confident personalities. We were most effective when we responded in kind. We started the QP almost flat-toned, moving seamlessly into the HI and pausing to let them speak. This created rapport (that could have easily been be shrugged off otherwise) in order to find the opportunity to present the CP.

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Company name

Script Used for campaign

Format: ​Consultative Conversation Script ​​

*Script adjusted slightly to protect confidentiality of company

QP - Quick Prop

Hi [DECISION MAKER NAME]. We developed a real-time software to help you build portfolios. The way it works is we integrate your strategies with our data in order to customize financial models.​​​

Hi - Hone-in

Do you currently use any technology that helps create customized portfolio models?

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[IF YES]:

Great! It’s good to hear you already see the value in this. This is exactly why I am reaching out. We can many times compliment those who already are using some type of software. But we’re a bit different because…[GO TO CP]

[IF NO]:

No problem, and that’s exactly why I am reaching out...[GO TO CP]

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CP - Calling Prop ​​

...the technology we created is based on a financial algorithm that helps you make decisions on investment selection, trading frequency and best performing asset classes. The pricing is designed around basis points, so there are no upfront fees or hard-dollar costs.​​

NXTS - Next Steps​ ​​​

I was reaching out to see if you would be open to a call with our managing director to see if this is something that would work for you?

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Company name

Campaign Results

Primary Industry From: Software

Secondary Industry From: Finance

Primary Industry To: Financial Advisors

DM Conversation % on Dials: 8.43%

Appointment Setting Rate (ASR) on Dials %: 3.61%

ASR on DM Convos %: 42.86%

Script Type: Appointment Setter with Decision Maker

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Company name

Breakd​​own Video

Click HERE 📺​for the full video breakdown of this script and campaign.

H2H Sales Scripts™ ​

This campaign used the H2H Sales Scripts™ for Cold Phone Calls methodology for its success. For more on the methodology, you can access our LITE guide HERE​.

The methodology was developed to bring new meaning to traditional, ancient forms of communicating in sales and marketing - the human to human connection. It was founded through years of refinement while combating stigmas and hardened views of cold phone calls within the marketplace. The H2H Sales Scripts™ is designed to reintroduce respect and trust between potential buyers and sellers.​

Scripts Written for You

Purchase a custom cold phone call script for your business for the following situations:

  • Decision Maker Conversations ​
  • Objections & Responses ​
  • Gatekeeper Conversations ​

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