Hi (name), this is (Agent first name), how are you? I’m with the veterans department here at AO. I met with (SPONSOR NAME) a while back. Did (SPONSOR NAME) fill you in on what he/she set up for you?
ANY ANSWER: Gotcha. I will back up and fill you in.
Basically, they were in good standing with the VFW and were allowed to extend some of the benefits they received to you because they care about you. Make sure to thank them okay?!
IF VET TO VET: Now he did say you served in the (branch of service) is that correct? Okay great thank you for your service.
So what you’re going to be receiving is the private veterans discount card and a state legalized will all at no cost to you and if you can qualify, you’ll receive the same permanent benefits that are privately reserved for the police officers, firemen and veterans. So it’s pretty cool.
So just to confirm, you’re in (city/state) right now right?
Now there's still other members needing to be serviced, however (sponsor) made you a top priority.
IF THEY HAVE A SPOUSE: So he/she mentioned you have a spouse correct? *let them answer. And their name is ____ correct? *let them answer.
Does the phone you are talking on get texts? Ok, I will send you a text message so I can get this out like (SPONSOR) asked me to. Let me know when it comes through.
SETTING APPT (IF THEY’RE BUSY)
We do strictly run by appointment only so we can handle everything properly.
I have availability today at (Time Option 1) or later at (Time Option 2).
Which is easier for you? *let them answer.
Before I lock this in, I just want to confirm —
Do you foresee anything coming up that would prevent you from being available at that time? *let them answer.
The reason I ask is because we only hold a limited number of these sponsored appointments per day. We schedule these very tightly, and I want to be respectful of your time and MINE. Gain agreement
Book them manually in Calendly
Are you familiar with zoom? *let them answer. Okay, that’s where we will be meeting so I can share my screen and go over these benefits with you.
I’m going to send you a confirmation email and text right now. When you see it come through, reply “OK” or “CONFIRM” so I know you received it.
⭐️ CLOSE
Great. We’ll see you (Day) at (Time). Make sure both you and (Spouse Name) are in front of the same screen, and we’ll get everything handled.
Talk to you then.
⭐️ POST APPOINTMENT SET
FLIPPING
Send “set zoom appointment” text in mobile planet — click personal meeting room. Then transition into presentation:
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⭐️ GETTING SOMEONE ON ZOOM:
To join a Zoom meeting without the app, click the meeting invitation link in your browser, click "Cancel" on the pop-up prompt to download/open the app, and select the "Join from your Browser" link at the bottom.
Voicemail 1 VET: Hi (name), this is (your name), your Veteran Benefits Case Manager. We received your request for your Veterans Burial Benefits & Will Kit. It looks like you left off your branch of service. We will need that in order to process your benefits, call me back at (XXX -XXX-XXXX) as soon as possible.
Voicemail 2 VET: Hi (Vet Name), this is (name). I'm calling about your veteran burial benefits and will that you requested. Give me a call back as soon as possible
Voicemail CIV: Hey (NAME), it’s NAME. Your (relationship/name) got some benefits set up for you. Give me a call back so I can get those issued out to you. 000-000-0000
Text: Hi (name), Its (Agent). I am calling regarding your veteran burial and will kit request. Looks like we are missing your branch of service. We need that in order to process your benefits. When's the best time of day to call? Mornings, evenings or afternoons?
TRUMP CARD
Have you had a chance to talk to your (Sponsor) and have them explain these benefits to you?
If YES: Ok, perfect, that's exactly why they have me calling (Right Back to script)
If NO: OH! That's probably why you’re a little bit confused (Right Back to script)