VIP CHECKLIST - Updated

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Stage: 01 | Pre-Call

1) Check - Member has updated profile pics.

2) Check – Member’s full name

3) Read basic info – Age, Community etc

4) Service valid till date

5) Profile Validated or Not Validated

6) App Installed

7) Manage Profile – History – Check Validator comments/ Assignment comments or TL


comments.

8) Manage Profile - Profile – Edit – My Profile – Edit Personal Details/ Hobbies and Interest and
lastly Astro

9) Manage Profile - PP - Go through PP (VIP Backend).

10) Manage Profile - Contact details – Edit mode.

WELCOME CALL (CHECKLIST)


➢ Greetings (Good Morning | Afternoon | Evening).

➢ Confirmation of the person (Am I speaking with ______, how would you be related
to______?)

➢ Your introduction (I am--- your VIP Shaadi Consultant from VIP Shaadi; Shaadi.com).

➢ Welcome to VIP Shaadi and Thank you for choosing us for your partner search.

➢ Call duration – Validated Profile – 20-30mins, Not Validated Profile – 30-45 mins.

➢ Confirm Essential Info


a) Ask - Point of Contact/ Decision Maker.
b) Ask - Address/ Landmark
c) Ask - City/ Pin Code
d) Confirm – Preferred contact number.
e) Ask – Alternate number
f) Feed in- Contact person relation
g) Confirm – Convenient time to connect (Ask if you could call after or before the given
time as well)
h) Confirm – Preferred Language
i) Confirm - Email Id
j) Ask –
1) PRIVACY Option – 100% confidential- (Unhide - No) /
2) 100% Visible – (Unhide -Yes)/
3) Partially discreet (Name, Photo, Phone, Email id, Annual income, and DOB)-
(Unhide -Yes)

➢ VIP Shaadi Service Introduction (A personalised Match-making service; I am your


consultant, and I will use my expertise, skillset, knowledge and experience in searching
the perfect partner.

➢ Your Roles & Responsibilities (02|03 MM a week and CI – Based on members Privacy).
➢ For validated profile – I will take this time to understand you and Based on the PP
discussed with the product counsellor, I will handpick 2-3 profiles and send every week.
(Recommended)
➢ For Not Validated profile - I will take this time to understand you and your PP basis
which I will handpick 2-3 profiles and send every week. (Recommended)

➢ CI- Curated Interest – (Say this only if the members choose 100% Visible/ Partially
discreet.) Since your profile is available online you may receive invitations in your
Inbox. I will review your Inbox as well and if there are any relevant profiles matching
your requirements. I will curate and sed them to you as well.

➢ When I send you these profiles I will also try to search them on social platforms like FB
N LinkedIn. If I do find them then I will share those links if you too so you could make a
sound decision.

➢ Add to prospect Follow Up - If you have any profile in mind where you have sent an
invitation or received an invitations from and you want me to follow up or represent
you in front of them; please share their Profile ids and I would be glad to do the needful.

➢ Upon your approval on these Matches, I will connect with Prospects and represent you
in the best possible manner. Will try my best to get positive closures share Feedbacks
from prospects.

➢ We can then work toward arranging meetings via conference calls with prospect where
we have mutual acceptance.
➢ You will receive these profiles on your registered email id and a special VIP Shaadi
application created just for exclusive members like you.

➢ VIP App Explanation (Highlight the features of VIP App, Matches, ( Accept/decline –
state the reason schedule meetings, my contact details, Chat, real time chat updates.)
➢ I would like to explain VIP Shaadi application to you.
➢ Are you using Android or IOS phone?
➢ Great! You go to Play Store and type VIP Shaadi. It would hardly take 30-40
seconds. You could then enter your registered mobile number and instantly you.
shall receive an OTP. Key in the OTP post which you will enter the application.
➢ This is a service application which will give you 100% transparency to all the
service I would do for you.
➢ You will find all the Match Mails and Curated Interest that I will send you every week.
➢ You can go through the prospect profiles thoroughly and then give us your feedback
about the matches. You can accept or decline them. If you decline the profile for any
reason, then please do state the reason so that I do not send you similar profiles in the
future.
➢ You can also request for meetings; View my contact information.
➢ And lastly chat with me. You will also receive real time chat updates through this
application.

➢ Inform and Pitch about Content Write up feature (Meaning, Benefits of Profile Write-up
& TAT).

➢ I would now like to tell you about another service called “Profile Writing.” which is a
complementary service for all our VIP Shaadi customers.
➢ In your profile there is an “About Me” section. In this section we have include more
interesting details about you and your way of life etc. Now to enhance and beautify this
we have a team of professional writers.
➢ If you avail these services; the writer will prepare a first draft within 24hours.
Once you receive the draft; you will have 24 hours to review it.
➢ If you do not revert in 24 hours, we believe you have loved our work and shall upload it
on your profile.
➢ If you do have any corrections or suggestions, then the writer will update and respond
accordingly. So, would you like to avail this service.

➢ Member’s Profile Discussion (Reconfirm every detail, whether mentioned or not


mentioned by the member – (All 07 headers of the profile needs to be discussed in detail
including PW Questions).
➢ Partner Preference (Do not discuss this on call unless the member demands a discussion
“OR” if the validated is not done by the Validation team).

➢ Share Details (Your Shift timings, the week off, and Landline number).
Do you have any questions for me? I hope I have covered everything with regards to
services and expectations).

Feel free to reach out to me at any time, for any queries, questions, or concerns; I
will be glad to assist you on the same.
➢ My shift timing is from 02:00 pm to 23:00 pm.
➢ I will be working 05 days in a week & have 02 work offs. I will inform you about
my work offs via email at the start of the week.
➢ I will contact you at least twice (2-3 times) in a week to discuss the prospect
feedback, rest if required you can also call me or can connect with me through
VIP Shaadi app chat.
➢ After this call I will be sending you a copy of your VIP Reflections (PP), first MM and
post your write up is complete I will share your VIP portrait.

WELCOME CALL (STAGES)

Stage: 01 | Pre-Call

• Study the member’s profile.

• Understand incomplete fields. Make a note of it to discuss with the member.

• Check the number of profiles available as per current PP.

• Check for the remarks in back-end made by the assignment team.

• Check for the Validation’s history and VIP backend PP, before commencing the welcome call.

• Never forget to check Validation comment (if any) so that we can send matches as per the

member's expectation that was made on the validation call

• Prepare yourself for the call with important notes to discuss.

• Ensure you call on the same day as the member assigned


Stage: 02 | On-Call

• Extend warm Welcome with a Smile, Thank & Congratulate.

• Understand member’s preferred language on call and continue the call in the same language.

In case, you are not sure, you can confirm the same. E.g. “Which language are you comfortable

with?” and then continue.

• Explain the purpose of the call & highlight the point of discussion.

• Keep a standard flow to ensure that you have captured/shared all the details.

• Discuss/Confirm all the fields in member’s profile whether it is updated or not updated.

Ensure that Profile Completeness is 100%.

• Capture the Family, Health Details and Hobbies & Interests completely.

• Ensure that you have understood the religious & social background detail completely

including Astro, Manglik, and Gothra etc.

• Discuss entire Partner Preferences in case profile is not validated. If a member shares any

preference on welcome call should only discuss that particular parameter with the member. 13

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• Share your complete details with a member like your Shift Timings, Weekly off, Contact

Number & E-mail Id.

• Explain Profile write-up process and importance. If the member agrees, discuss the write-up

questionnaire.

• Explain the VIP Shaadi Application, features & benefits.

• Confirm sales info to set the right service expectation in a positive tone. E.g. “Is there any

other specific requirement that you are looking for which we have missed to discuss on this

call?

• Close the Call. E.g. it was nice talking to you today. Thanks for your time. Wish you all the

best in partner search.


WELCOME CALL (Reference Script)

Call Opening

Hi Mr | Mrs ___, I am your VIP Consultant, calling from VIP Shaadi; Shaadi.com. Would this

be a convenient time to speak with you?

Welcome and Thank-you

Before we proceed further, I would like to Thank-you for choosing Shaadi.com in assisting you

in your partner search. Moreover, I am delighted that you have laid your trust in VIP Shaadi

Services, which gives me an opportunity to serve you in finding a true soul mate. It’s an honour

for us to have you on board of VIP Shaadi Services; I welcome you to the VIP Shaadi Family.

Member’s availability and convenient time

I do believe that this is a good time for us to interact further, as this call may prolong for 20 – 30

minutes.

Contact details – POC | Contact Number | Email Confirmation

May I know will you be the contact person throughout the services?

Would this be the best number to get in touch with you throughout the services? Could we

connect with you post this time for matchmaking purpose?

I do see you have registered your profile with this email id ___, is this good source to connect, if

not reachable over the phone.

Would you like sharing an alternate number?

In case not contactable over the registered number.

Introduction to VIP Shaadi Services

Being your VIP Consultant, I will be working very closely with you for the next 03|06|12

months.
I shall be screening a vast number of profiles, using my knowledge and expertise, from which I

will then shortlist the best possible profiles matches basis your expectations.

I will be sharing 02|03 profiles on a weekly basis and shall confirm the same with you over the

phone. You can go through the profiles and revert accordingly.

Post your response, I shall then do a follow up on profiles approved by you, by Expressing an

Interest Online on your behalf, and contact with them accordingly.

I will explain your profile to them and if they like our proposal, then we can arrange a

conference call or exchange the contact details where both of you can talk to each other and plan

for a meeting.

We have some exclusive privacy options for you, in terms of profile visibility; you may choose

your profile to be completely hidden “or” Discretely Visible (Name, Photo, Contact Number &

Annual Income - will be hidden) “or” Fully Visible. At present your profile is Hidden on

Shaadi.com.

Curate Interest (Do not pitch if privacy option is Hidden)

In-addition to the Match-mail, I would also be sharing profiles of members who have

proactively shown an interest in your profile. These may not be a 100% match.

I would recommend considering these profiles, as they are pre-approved by prospects,

additionally, we also have a chance of quick interaction with these matches.

This profile will be suggested basis incoming interest, containing members who match most of

our requirement.

Inner Circle Active & Hidden

Further to Curate Interest, I will also be sharing elite profiles of shaadi.com which will contain

the Ex & Present members of (VIP and Select) membership.

I will share these profiles depending on availability and members who match most of our

requirement.
I am glad to inform you that you will also be receiving exclusive profiles from a database that is

accessible by me alone.

These are exclusive profiles of shaadi.com which you don’t see regularly on shaadi.com, I will

share these profiles depending on availability and members who match most of our

requirement.

Member Information & Profile Discussion

I would like to discuss your profile in detail so that it helps me to understand you better.
Reconfirm everything you see online on the profile and make note of necessary changes. (Make

sure these changes reflect on the Client's profile).

Partner Preferences Confirmation

Validated I do see that you have discussed your partner expectations with my colleague, I will

be sending you profiles basis the same discussion and agreement.

Not-Validated Discuss entire Partner Preferences.

Pitching Profile Writer

It gives me immense pleasure to inform you that we have a complimentary service for all our

VIP Shaadi Members.

While we were discussing your profile I have made a note of some points which can certainly

be represented in excellent attire.

I have a panel of outstanding writers, who will write a draft about yourself and will update it

on your profile in the “About me Section”.

You will receive this draft within 24-48 hours. You will have another 24 hours to review the

draft with suggestion or edit request.

In case, you do not respond within 24 hours, the draft will be uploaded on your profile. If you

wish to make changes later on, we will assist you in doing the same.

Pitching VIP Shaadi App

May I know do you use a Smartphone?


Is it an Android or an Apple IOS based Smartphone? (If yes, proceed with next) | (If No, check

for an alternate device either Android or Apple).

VIP Shaadi has launched an amazing VIP Shaadi app for all its valued members. This app gives

you mobility and updates on the go.

You will be able to reply on Match-mails instantly, it will keep you posted on the responses

from prospects, will further allow you to schedule meeting with a concerned prospect, more

importantly, it will help us stay connected through an in-built chat messenger.

I shall be able to reply to your messages during my work hours. I would request you to

download this app in next 24hours from Google (Play store) | Apple (App Store), just type VIP

Shaadi, in the search bar.

Call Closure

Is there anything else that you may like to ask, that according to you, I may have not covered in

this conversation?

“OR”

I hope I have covered everything with regards to services and expectations).

Feel free to reach out to me at any time, for any queries, questions or concerns; I will be glad to

assist you on the same.

My shift timing is from 02:00 pm to 23:00 pm.

I will be working 05 days in a week & have 02 work offs. I will inform you about my work offs

in advance. (Send an email at the start of the week).

I will contact you at least twice a week to discuss the prospect feedback, rest if required you can

also call me on the same number from which I am calling or can connect with me through VIP

Shaadi app chat.

Thank your client along with an assurance (I am delighted, thank you so much for your time

and co-operation; it was a pleasure talking to you.


Wish you a pleasant and cheerful day ahead. We will put in our best efforts to find you the right

match & get things finalized.)

Stage: 03 | Post-Call

• Update all the details captured on customer’s online account (Profile)

• Ensure First match-mail is sent within 24 hours of the Welcome call.

• Place the write-up request on the same day of call by clicking on “Send for profile Write-up”

from the backend, under Manage profile tab.

• Tag write-up draft questionnaire and paste it along with the Welcome call tagging.

• If the member is not contactable, attempt to connect at different intervals of preferred time

along with an alternate number (if available), and write an email after 03 unsuccessful attempts

made for the day.

WELCOME CALL (TAGGING | DOCUMENTATION)

➢ WELCOME CALL COMPLETED under the generic call option.

➢ Document any other vital information or preferences mentioned by the member.

➢ Paste the below Write-up Questionnaire along with the documentation.

➢ Re-check if privacy option is corrected updated.

➢ If partially visible – do not forget to – Go to member’s profile – Edit Privacy and check if

➢ Annual Income – Photo – Name and phone number are hidden.

EMAIL DRAFTS | SITUATION ORIENTED

01. Unable to connect with the member for a welcome call

I hope you are doing well.

I tried contacting you on +91-___, however, was unable to get through.

Please revert with your convenient time and an alternate contact number so that I can speak

with you, post which I will start the VIP Shaadi services.

02. Member not responding on the Match-mail


I hope you are doing well.

I tried contacting you a couple of times on +91-____________, however, was unable to speak

with you.

I would like to know your feedback on matches sent to you on DDMMYYYY.

Please revert with your convenient time and an alternate contact number, so that I can

discuss the profiles with you.

Kindly note that we are losing on the membership days, and your feedback is critical for

taking this search forward.

03. Email to Member for considering a profile in the Match-mail

I hope you are doing well.

This is regarding profile id ' SH________', which was recommended in the Match-mail dated

( ), but has not been considered by you.

I have done a compatibility check and found that the member meets your (Age, Religion,

Caste, and Education requirement...) perfectly.

I request you once again to review the complete profile and let me know your opinion.

04. Informing week off’s to the Member

I hope you are doing well.

I would like to inform you that for this fortnight, I will not be available on _________ &

__________ on account of my weekly offs.

05. Member not responding to your calls

I hope you are doing well. I tried contacting you a couple of times on +91-____________, for

discussing: A ____________ B ____________ C ____________

However was unable to establish a connection.

Please revert with your convenient time, and an alternate contact number and I will call you

back.
Kindly note that we are losing on the membership days.

Looking forward to hearing from you soon.

06. Informing about Planned leaves to the Member

I hope you are doing well.

I would like to inform you that I will be on leave from (DDMMYY) to (DDMMYY).

I sincerely regret the inconvenience caused, and the inadvertent pause in service.

To ensure that your service is not impacted, I can either “Pause” your membership for the

above period, or “Change your Advisor”.

Please let me know the way you would like to continue, and I will do the needful

immediately.

07. Unable to connect with the Accepted Member’s

I hope you are doing well.

I am the VIP Consultant for a VIP member (Name).

Basis our past interaction, I had noticed you too are keen in proceeding ahead with this

proposal.

I request you to let me know your convenient time and contact number for further

communication. Alternatively, you can call me at the number mentioned below.

Looking forward to hearing from you soon.

08. Additional Photographs shared with the Member

I hope you are doing well.

As per your request attached are additional pictures of prospect Ms. ________ or Mr.

_______ (If pictures are attached)

As per your request appended below are additional pictures of prospect Ms. ____________

or Mr. ______. (If pictures are copy pasted in mail body).

I would request you to kindly review the same and share your feedback.
Should you need any additional information on prospect Ms______ or Mr. _________, please

let me know.

09. Sharing the Prospects Horoscope | Astro Details | Birth Details, with the

Member

I hope you are doing well.

As per your request appended below are astro details of prospect Ms._______ or Mr.

__________.

• Date Of Birth:

• Time Of Birth:

• Place Of Birth:

Rashi Nakshatra (If Needed) Should you need any additional information or wish to discuss

the profile of this prospect, please let me know.

10. Seeking a suitable time to connect with the Member

I hope you are doing well.

I have been trying to contact you on ________ (members contact no.) but I am not able to

connect with you.

Kindly suggest a suitable time for me to contact you and or an alternate no. to call.

11. Member not available as per the mentioned preferred time

I hope you are doing well.

Per your request, I tried contacting you on _________ (members contact no.) at ____ am/pm

(mention time given by member) however I was not able to establish contact with you.

Kindly suggest a suitable time for me to contact you and or an alternate number to call.

12. Awaiting Members feedback on some profiles from previous Match-mail

I hope you are doing well.

I have shared profiles of prospects:


• Ms XYZ

• Ms ABC

• Ms 123 on (Mention sent date)

I would request you to please review the same and share your feedback.

Should you need any additional details on any of these profiles or wish to discuss these

profiles, please let me know.

13. Sharing the contact details of Prospect | Prospects Positive Reply

I hope you are doing well.

As discussed, mentioned below are contact details of prospect Ms.__________ or Mr.

___________ (If Sharing Number)

I am pleased to inform that prospect Ms Abc has liked your profile and would like to

connect with you. (If Sharing a Positive reply)

• Prospects Name: Ms Abc

• Tele No.:+91-9999999999

• Best Time to Call : 4:00pm to 8:00pm

• Point Of Contact:

Mr Xyz (Father) Should you need any additional information on prospect Ms Abc before

talking, please let me know.

14. Sharing Prospects feedback with the Member

I hope you are doing well.

Appended below is the feedback that I have received from prospects that you had

approved:

• Ms A:

• Ms B:

• Ms C:
Should you need any additional information or wish to discuss any of these prospect

responses in detail, please let me know.

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