Call Process

Script

"Good Morning/Afternoon [Prospect Name], my name is ___ with Eagle Natural Resources out of Plano, Texas. Good day to you!"

"The reason for the call: I put together partners to drill and develop OIL wells in the Permian Basin. I have some investment information on my next multi-well program for you to see. Would you like to take a look at it?"

Expect "NO." That is normal. Move to Step 2.

Script

"I'm curious, have you ever invested directly into oil wells?"

If YES: "How did the wells do?" (Listen. Take Notes.)
If NO: Move to the filter statement below.

FILTER #1: "If I may suggest: a $100,000 tax deduction could quite possibly cash flow you $5,000 to $6,000 a month, and PROFIT 4 TIMES your money over the life of the program. You'd take a look at that, WOULDN'T YOU?"

If still NO:

FILTER #2: "[Prospect Name], at today's oil prices, if I could show you a 2 up to a 5-to-1 return on your investment, with an 18 to 24 month payout on your capital, you would DEFINITELY take a look at that, wouldn't you?"

ALTERNATE: "If I can show you how a $100,000 tax deduction can turn into $5,000 a month, that could make you $400,000 or more in profit. Would you like to see it?"

Script

"I see here I called you [William]. Can I call you William, or do you prefer Bill?"

"Great! My name is ___, please call me ___."

Script

"What I'm sending you is a company overview, maps, and most importantly, how my partners are paid."

"If you like the project, could you invest $100,000 if you wanted to? Good!"

"Could you use a $100,000 tax deduction this year? Good. What tax bracket does that put you in?"

"By the way, we only do business with ACCREDITED investors. Are you accredited by net worth or income?"

"Good! I see you have built a secure financial household. I'm curious, what's made you the most money with investing?" (Listen. Take Notes.)

ADDRESS CHECK: "The address I have for you is ___. Is that your home or your office?"
If Home: "Are you retired? What did you retire from?" (LISTEN. TAKE NOTES.)
If Office: "What do you do? How long? Are you the owner? Is business good? What got you started in that?" (LISTEN. TAKE NOTES.)

AGE (Three Ways):
1. "You sound like a young fella, how young of a fella are you?"
2. "So you've been in business for 30 years, does that make you closer to 55 or 75?"
3. "Most of my partners are retirement age, how old of a fella are you?"

Script

"What I find works best, [Prospect Name]: I will get the information out to you today, and you will have it in your inbox by this evening. We can also mail a hard copy."

"It's best one of my senior representatives call you in the morning, as these programs don't last. Is that fair enough?"

"Good. What's a good email address so I can get this to you?"

"What's the best time to reach you tomorrow? Are mornings or afternoons better?"
If AM: "I have 9:30 or 10:30, what time works better?"
If PM: "I have 1:30 or 3:30, what time works better?"

"Great! The initial information is on its way."

"Again, my name is ___ and we'll talk to you [restate the appointment]. Thanks, I look forward to one of our senior representatives showing you how our programs work."