Hi (name), it’s (first name), I have your union Benefits Package you requested from (Union/Association/Credit Union) here on my desk. I just wanted to make sure everything is still correct here.
I see you have (beneficiary) listed as your beneficiary, is that still correct?
And you’re still at (address)?
Now when is the last time you’ve been to a union meeting - has it been awhile?
Do you at least read the newsletters?
YES: Okay, so then you probably know that way the (union/association) has us get these benefits out to you is by meeting with you virtually on Zoom, so that you don’t have to go anywhere, and we can still put a face to the name.
NO: Okay, so what I’ll do is I’ll set up something virtually via Zoom like I do with all the other members that can’t or haven’t made it out in awhile, so you don’t have to go anywhere, and we can still put a face to the name and get you caught up on those benefits.
Did I catch you at work here, or are you off around 5pm like most of the members I talk to?
(IF BENEFICIARY IS NOT SPOUSE) Now the benefits do apply to you and a spouse or significant other. Are you married?
IF MARRIED & NOT AT WORK: Are they home with you right now?
I actually have some time here before my next meeting, I can squeeze you in now and we can go ahead and get this taken care of now.
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.
Book them manually in Calendly
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
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 text with the card that you filled out, along with a Zoom Meeting ID.
Make sure that everything on the card is correct. If anything needs to be updated or changed, just shoot me a text ahead of time so that our meeting goes quick and easy.
⭐️ 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
I’m going to text you a quick link right now. Let me know when you see it come through so we can get started.
Send “set zoom appointment” text in mobile planet — click personal meeting room. Then transition into Vet presentation:
⭐️ 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.
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Hi ___ , I look forward to issuing your union benefits out to you. Review the card below to ensure everything is accurate.
Meeting ID: Date @ Time (Your Name)
(include response card)
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