DEBT SMART

HOW TO SIGN UP NEW CLIENTS

Be Determined

Be Professional

1- HOW TO MAKE A CALL

HOW TO MAKE A CONSUMER CALL

 A CALL TO A POTENTIAL CLIENT:

Good day😊 My name is........................ I am calling☎️ from DEBT SMART a financial management company.

Can i have a few moments 🥳 of your time? ........... (YES)😊

We assist people who is BLACKLISTED, UNDER DEBT REVIEW or under DEBT STRESS.

Are you interested? ...........(YES)😊

The first step is to do a credit report!, can we get your ID NAME AND SURNAME to do a credit report? ................ (YES)😊

Thank you i will do the report and get back to you immediately with a plan to assist you!...................😊

2- HOW TO SECURE CLIENTS OVER THE PHONE

Get clients from your calls

Be Determined!

Be Professional

KNOW THE FOLLOWING!

Your understanding of their situation

Your understanding of their needs

Your assessment of how you can help

Your suggestions on how to get started

Whatever you do, clearly articulate what you believe to be a helpful next step.

Then get agreement from the prospect that this is a good next step, set a time when the next step will take place, and deliver on whatever you might have promised the client.

3- FOLLOW UP UNFINISHED LEADS

SIGN THE CLIENT ON YOUR SECOND CALL

Be Determined

Be Professional

Offer Discount

Move The First Payment Date On

Suggest More Installments With Less Rand pm.

Offer A Free Credit Report

 

4- DO A FREE CREDIT REPORT

Determine How We Can Assist The Client?

5- DETERMINE THE COST FOR THE CLIENT?

Each Client`s Costs And Each Contract Will Be Different. Ask H/O To Assist!

6- DO A STOP ORDER

Make Sure All The Clients Information Is Correct

7- COMPLETE & SIGN THE CONTRACT

Sign In Branch or Online

8- GET A COPY OF THE CLIENTS ID and  (OTHER REQUIERED DOCUMENTS)

Email or WhatsApp the ID to H/O

JOB DONE!

DEBT REVIEW REMOVAL

HOW TO TALK TO A CLIENT:

We need to remove you from DEBT REVIEW so you can get out of the FINANCIAL JAIL and get loans again.

MEDIATION

MEDIATION (how to sell it)

IF A CLIENT IS 3 OR MORE MONTHS IN ARREARS

You tell them they have to join MEDIATION and start payments to prevent a Judgment.

PRESCRIBED DEBT

Pay a small amount to clear a BIG "OLD DEBT"