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.
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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This company offers an investment software for financial advisors to help them incorporate data and technology when making investment decisions
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.
A demo of the software at a specific date and time
Financial Advisors or Leaders of Financial Advisors
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.
Format: Consultative Conversation Script
*Script adjusted slightly to protect confidentiality of company
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.
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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...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.
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?
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
Click HERE 📺for the full video breakdown of this script and campaign.
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.
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