Plan before you Phone, Tips for Busy Entrepreneurs by Ter Scott

 I'm currently working on a book that will contain a ton of tips for busy entrepreneurs, that I use every day. This is an "unedited" number where I speak about planning before phoning. 

I do not expect the worse, I expect the best but I plan for the worse (or less than best) and proceed. The keyword in that sentence is “proceed”. The next most important word is “plan”. One way I plan is for return phone calls. This morning before calling a client I had presented to I typed a few bullet points in a word document as a “script” but to work around the bullet points so as to be conversational. My intent was to set up a zoom meeting but I expected to get hit with “we’ve decided not to go forward…” So I continued my “script” with a few bullet points to be “future-minded” because I always know that “no” is always “no for not; not forever”. 

In this case, the prospect/client wanted to move forward with a zoom meeting and I think I’ll close him and get the order. 

Here is what I used as bullet points. 

I also have the phone number I’m calling right at the top of the page so I’m not calling and then opening the word document. (XXX) XXX-XXXX

Hello (Name), 

Terry with (My Business Name) here, calling to set a zoom appointment with you so we can move forward and get your ad in the January marketing for next year. 

(Pause to get his/her “take” yes or no. I was “expecting” a “no”). 

That’s fine; sometimes the time doesn’t seem right. As I said I had some work done at your place and I’ll continue to send you business. Plus, my company works with business owners in a variety of ways and I’m sure we’ll do business in some way in the future. 

Who did you say does your marketing, (Business Name)? (Another Business Name)?  

I know that (My Business Name) works with a lot of national groups like that.

Just one more thing, as you know we recommend only one business in each category. Who would you recommend that I talk to that sells tires or has an automotive shop?  

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Ter Scott, Life and Legacy Coach™ and Hybrid Business Resource Consultant™ pays it forward with no-fee sessions each month.

If you are here, you may have been directed to my invite to no-fee 30-minute coaching/consulting sessions. These are not always for coaching or consulting, specifically but sometimes used to schedule initial introductory, getting to know each other sessions to determine feasibility in moving forward with a project. 

Please use the contact form on this page for any questions you may have. If you would like to see if there is an opening on the calendar, please visit the calendar

Hello.

I wanted to invite you to a no-fee 30-minute consulting/coaching session with absolutely no obligation; except for my option to promote you and your business via my blogs and social media.

Recently we spoke about working together on a project and this is a way that I can not only make the time to do this but to be sure to do this. Let me explain a bit more about this.

As a consultant/coach I charge clients for my time for these sessions 30, 60, and 90 upwards to $1000 per session. To promote this service, I “pay it forward” each month by offering 10 no-fee sessions to individuals and business owners. I would like to offer one of these sessions; if they are available. If the calendar is filled, please request to be placed on the waiting list.

As I’ve already mentioned, this costs you nothing but you’ll get my expertise on your subject without any high pressure to move forward with coaching.

This is what you’ll need to commit to:

Once you’ve scheduled a session, do not miss it or ask to change it. You’ll get a link to an online conference call. Save the email and click on the link about 5 minutes prior to our session.  

I will record the session and MAY use it to help others in my blogs and other social media. If you’d like, I will edit out your name and business name if desired or applicable but most people appreciate the free exposure. Read about and hear one such “interview” I did so you have an idea of how I ask questions, etc. https://cluesofsuccess.blogspot.com/2018/12/when-i-stopped-feeling-sorry-for-myself.html

Have your statements and questions all set; be organized and be prepared. Come with more than we can possibly cover in 20 minutes and choose 3 of your top things which are most important to your subject.

That’s pretty much it. Respect your time and mine. (Current session times are available on Monday and Friday afternoons). PLEASE NOTE: Even though there may "appear" to be a slot open on the calendar, session times are not "set in stone" until you receive a confirmation email from me; after you receive an automatic confirmation from the calendar. 

Reserve your 30-minute session here

If you have questions, that’s cool. I will answer them via (one) email prior to our session.

I have no idea as to whether I’ll continue these no-fee sessions so I encourage you to check the calendar and book yours right away.

Sincerely,

Ter Scott!

Life and Legacy Coach ™

(Hybrid A/B/C ™) Business Resource Consultant