Merchant Cash Advance SCRIPT
Hi, I need to speak to ___________ (First name or “owner”).
“Who is this?” This is (Agents first name ONLY) calling from the finance department of the lenders.
“What’s this about?” This is regarding a confidential financial matter of the business. Is _____ available? (if no name on lead – ask for owner)
Hi _____, my name is _____ and this is not a sales call. I’m a qualifying manager from NLF Financial Services.
The reason why I am calling is we have some new funding programs that your business has been pre-qualified for, could you use some extra working capital to help your business?
Great – let me quickly confirm a couple of things.
You are the owner and your full name is … ________________. Is that correct?
And the name of your business name is… ____________________?
Perfect.
My company is a direct-lender, not a broker. Funding is fast and easy with no personal guaranty or collateral. And credit is not an issue. The program has two main requirements: that you’ve owned and operated the business for at least 6 months and you gross more than $10,000 per month in sales. Fair enough?
So, how long have you been in business? (If less than 6 months - courtesy close)
And what’s your average monthly sales – this would be both credit card sales and cash deposited into your business bank account? (if less than $10,000 – courtesy close)
Perfect!
I just need another minute of your time, I want to connect you to a account manager on the 6th floor who will be able to get you the approval numbers while you’re on the line. Sound good?
(Transfer and stay on until the chaser picks up).
Hand-off: Hello ________, this is _______ on the 5th floor. I have <name> on the line. He/she is the owner of <business name> and has been pre-qualified for one of our funding programs.
Courtesy Close: I’m afraid that will disqualify for any of our products. Thank You
Hi, I need to speak to ___________ (First name or “owner”).
“Who is this?” This is (Agents first name ONLY) calling from the finance department of the lenders.
“What’s this about?” This is regarding a confidential financial matter of the business. Is _____ available? (if no name on lead – ask for owner)
Hi _____, my name is _____ and this is not a sales call. I’m a qualifying manager from NLF Financial Services.
The reason why I am calling is we have some new funding programs that your business has been pre-qualified for, could you use some extra working capital to help your business?
Great – let me quickly confirm a couple of things.
You are the owner and your full name is … ________________. Is that correct?
And the name of your business name is… ____________________?
Perfect.
My company is a direct-lender, not a broker. Funding is fast and easy with no personal guaranty or collateral. And credit is not an issue. The program has two main requirements: that you’ve owned and operated the business for at least 6 months and you gross more than $10,000 per month in sales. Fair enough?
So, how long have you been in business? (If less than 6 months - courtesy close)
And what’s your average monthly sales – this would be both credit card sales and cash deposited into your business bank account? (if less than $10,000 – courtesy close)
Perfect!
I just need another minute of your time, I want to connect you to a account manager on the 6th floor who will be able to get you the approval numbers while you’re on the line. Sound good?
(Transfer and stay on until the chaser picks up).
Hand-off: Hello ________, this is _______ on the 5th floor. I have <name> on the line. He/she is the owner of <business name> and has been pre-qualified for one of our funding programs.
Courtesy Close: I’m afraid that will disqualify for any of our products. Thank You
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