The Reitano Campaign

The Script

Thursday, October 226:00 to 9:00pm Reitano Vineyards, 137 Lee Burke Rd, Front Royal Casual evening · hors d'oeuvres & drinks · you and a plus one No cost · no presentation · cap of 40 Call-back number 571-677-1073

The call

Read it as written. Gold is what you say. Log every call on the dashboard, even the misses.

Someone else answers

Hi, this is Karl calling from Cornerstone Advisor Group here in Front Royal. Is [owner's name] in? I'm calling with an invitation to a casual evening we're hosting for local Catholic business owners.

No name on the list? Say: "Could I speak with the owner?"

Owner's not in "What's this regarding?""Can I take a message?""Send us an email""We're not interested"

The owner

Hi [name], this is Karl with Cornerstone Advisor Group, a Catholic financial planning firm. We just opened an office on Royal Avenue here in Front Royal, and Henry Asherbranner asked me to call and invite you and a plus one to a casual evening we're hosting for local Catholic business owners. It's Thursday, October 22, from 6:00 to 9:00, out at Reitano Vineyards on Lee Burke Road. Hors d'oeuvres and drinks are on us, and it's a good chance to meet some of the other owners in the area. Would you be able to make it?

Yes Maybe / let me check They ask a question No

They say yes

Wonderful. Will you be bringing a plus one? And what's their name, for the name tags?

And what's the best cell number and email for you, so we can send you a reminder the week of?

Perfect. You're on the list. We'll see you on the 22nd.

On the dashboard: RSVP yes, how many are coming, and the names. Then open the RSVPs tab and tap Register on their row: it opens our event page and gives you their name, email and phone to copy in. Tap On page when it's submitted. Then send the "They said yes" text.

They say maybe

Totally fine, no need to commit this far out. Can I pencil you in, and we'll check back with you the week before?

Log it as Interested. Interested means penciled in. If they give an email, put it on their row and Henry's office sends the details. If it's a cell, send the "Pencil them in" text. Set the callback to Oct 14 unless they give you a day.

No answer

Leave the voicemail, then send the text the same day if it's a cell. Log both.

Any money question. Word for word.That's a question for Henry. May I take your number and have him call you?

When they say…

Type a word to find it fast. Tap a line to open the answer.

Voicemail

About 25 seconds. Slow down on the number and say it twice.

Hi [name], this is Karl with Cornerstone Advisor Group in Front Royal. We just opened an office on Royal Avenue, and Henry Asherbranner asked me to invite you and a plus one to a casual evening we're hosting for local Catholic business owners. It's Thursday, October 22, 6:00 to 9:00, at Reitano Vineyards, and hors d'oeuvres and drinks are on us. You can call or text us back at 571-677-1073. Again, that's 571-677-1073. Thanks, and have a good day.

Log it as Voicemail · Left. Then send the text below.

Texts

Type their first name once. Every text below fills it in. Tap Copy, then paste into Global Relay. Cell numbers only.

Their first name

The rules

It's an invitation. Nothing else. No products, rates, fees, returns or advice.
Money question? "That's a question for Henry. May I take your number and have him call you?"
"Take me off your list" or "STOP" means stop. Mark Do not contact. No text.
Log every call, voicemail and text on the dashboard as you go. It saves by itself.
Work the list in order. The gold outline on the dashboard is the next one.
Shelly and Jeremy Cook at Reitano: Henry calls them. Skip them.
40 seats. Once the dashboard says full, new yeses go on the waitlist. Tell them: "We're full right now, but I'll put you first on the waitlist and call you if a spot opens."