Hi, (Client Name), this is (Agent Name) with Hidden Partner Cloud. How are you?
I'm so glad we're getting to connect today! So, what I typically see with credit companies is they hit a point where either client volume starts increasing, or the workload becomes a lot to manage consistently.
Before I walk you through how our system works and what that could look like for your business specifically, I’d love to first understand how you’re currently handling your clients and backend process so I can see where we’d best fit in. So, first I'd like to ask, what does that look like for you right now—when a deal doesn’t go through, what typically happens next?
(NOTE WHAT THEY SAY)
(1.) Ok, What best describes your business or industry?
(2.) How many clients do you typically work with per month?
(3.) Ok, and out of those clients, how many don’t make it to closing?
(4.) Ok, what usually stops them? Credit? Inquiries? DTI (Debt to income ratio)? Something else?
(5&6.) And if you had to guess, how much commission is left on the table monthly from deals that fall through and do you have a structured way to bring them back later?