Client Close Call Script

Part 1: Small Talk - Playful/Open

vibe
> __Person name ___ Hello hello, how are you doing today?
> Small talk

> My friend, my team and I have been ripping through applications, hundreds of them in
fact,. And let me tell you right now, you are one of the handful of people that we really got
excited about when we saw what you got going on here with your account

> Let them speak

> Reply back accordingly

> SO ___person name____, before we really jump into the nitty-gritty technicals, I want to
understand who you are - I love to work with brands and people whom I believe in. If I truly
believe in what you believe, I will look at your brand as if it were my own

- Tell me a little bit about yourself, your hobbies, WHO IS JODH TOOR?

> Let them speak

> Reply back accordingly

* NOTES
> REASON 1:

> REASON 2:

> REASON 3:

- Tell me how did you get into eCom?

> Let them speak
> Reply back accordingly

- What made you want to set up this call and apply for this spot?
> Let them speak
> Reply back accordingly

* NOTES
> REASON 1:

> REASON 2:
> REASON 3:

- One quick question! I just want to make sure all the authorities + decision makers are
on this call! If not, we can always re schedule

Set Agenda
> I want to immediately set this agenda, people like you and I don’t get to where we are
without having punctual systems in place, hahah
- We want to leave this meeting better than we came in, progressive, by
understanding, are we a good fit together? Does our moral align? do we believe in
what we believe together? What are the opportunities that we can dive into

- All good with you?

> Let them speak

> So the way these calls move the best is through understanding. You know your brand the
best so I want to ask you questions so I can grasp it from yours and your consumers
perspective

- Understanding where you want to be with your brand in a few years

- Understanding the steps to reach it
- Understand your brand as a whole (buyer personas, brand strategy, congruent
tones, offers)
- Touch up on your application form
- Talk about the opportunities from the audit (tailored to you)
- And talk about proceeding

- Does that sound fine with you?

> Let them speak

Probe - Ask Questions

> Amazing lets jump right into this

> First things first ____person name____ lets talk about your brand. I studied it as much as I could, but you, the
owner, of course knows best

- Tell me things about your brand that you want me to know based off your expertise in it! I.
Example What your offer, what do you think is making the offer work right now?
- Who is your target persona?

> Let them speak

> Reply back accordingly

*NOTES

- Explain your brand tone to me. What type of personality traits does your brand have? The
reason I am asking this is because I want to be congruent with all possible touchpoints a consumer
can have with your brand. I want to make sure we are projecting your brand vibe across the emails

> Let them speak

> Reply back accordingly

*NOTES

- Do you have any sort of branding guidelines and documentations? That include blacklisted words,
words that work best, fonts you want us to use, tones + personality traits you want use to project?

> Let them speak

> Reply back accordingly

*NOTES

IF YES

- Amazing - That would definitely be of help for us. How flexible are you with your branding guidelines?
Do you want us to follow it 100% or can we have freedom at times for different campaigns?
> Let them speak

> Reply back accordingly

*NOTES

IF NO

- So if we do decide to work together, would that mean we have total flexibility? - or can you whip
something small up that simplifies your brand strategy for us to reference ?

> Let them speak

> Reply back accordingly

*NOTES

- When we audited your account we looked at your CAMPAIGNS and noticed

_________________________ which is ______________________ Does __brandname___ have
any sort of CAMPAIGN SCHEDULE for every month with your winning segmentations?

IF YES

> Let them speak

> Reply back accordingly

*NOTES

> Amazing - you’re one step ahead of the others already - this is something we want to take over, manage,
optimzie and add new campaigns inside of

IF NO

> Let them speak

> Reply back accordingly

*NOTES
> Oh, this is powerful revenue being left on the table. Extra predictable income for multiple days of the month
that we know we can always leverage for more money. We should add multiple days every month with
campaigns following a strict campaign schedule

> Let them speak

> Reply back accordingly

> Jodh, lets go through your application now and derive some information together. I feel that when you are
explaining something via just the content on the application, there is a lot of the details that are just missed out
on - I want to really understand your FULL point of view for some of the questions if you don’t mind

> The first one is Your answer to the question of what best describes your current email situation - you said
your email account is on a ____Beginner/Intermediate/Advanced _____ level.

If Beginner or intermediate:

Which gets me to believe you think your email account right now (DOES) need work.

- And let me tell you right now mate, After our audit, we did see quite the opportunities inside so you are
totally right!! Which we will go through soon. But I wanted to ask, what do you thinking you’re lacking
on with emails?

>Let them speak

> Reply back accordingly

*NOTES

If advanced:

Which gets me to believe you think your email account right now (DOES NOT ) need so much work on it.

I wanted to ask you

- What space do you think can be improved for your email marketing

>Let them speak

> Reply back accordingly

*NOTES

> Next, your email marketing goals for eCommerce are ________________. Can i be totally honest with you?

When I read this, it put a smile on my face. It showed to me that you understand sustainability + longer term
vision. As well as understand the power of email marketing

Let them speak

- One THING I wanted to ask you about this question is - What is your current plan for reaching these
goals?

> Let them speak

> Reply back accordingly?

> Let them know - The main money bleed from your account right now is exactly what you said & more .
SEGEMENTAIONS, FLOWS AND CAMPAIGNS

*notes

If no % number

- Do you have a monetary goal you want to reach from email marketing

> Let them speak

> Reply back accordingly

*NOTES
> So what’s holding you back from your goal of _____________________ is ____________________

> Let them speak

> Reply back accordingly

*NOTES

Don’t feel discouraged mate,

Yes there is a clear BLEED of extra revenue with your brand ___brand name____ right now. But look at this

This client of mine had the same issue, - he was aiming to reach a goal quite similar to yours by increasing is
revenue EVERY MONTH by ____$x______

But was burdened by __________________, _________________________- &

__________________________

We really really really gotta patch up these holes with the opportunities I will tell you about - We have to stop
leaking revenue and get you to your goal of _____________ which in theory is ******RUN THE NUMBERS
HERE

E.X

100K A MONTH - INCREASE BY 20K = 240K

And this is assuming that you do not scale traffic

> Last question I want to touch up on Jodh is about the past agencies that you’ve worked with - I asked if you
worked with an Email Agency before?

And your answer was

*IF YES

- Yes Can you dive in deeper for why you left

> Specialist vs generalist

> Too many clients

> Kids looking for their quick money without a track record

*IF NO

- Can you dive in deeper for why you’ve never worked with anyone in the past

> Let them speak

> Reply back accordingly

> What you are doing right now is looking to invest in your business. This is an ultimate success multiplier - so i
want to congratulate you on this step forward

Opportunities

“ Here’s what I see right now

Your brand _____________________ that sells _____________________ to _________________________

Is making $____________________/mo . Right now only about ____________% is attributed to emails which
means you did a great job with __________________________________ but this bleed is hurting overall
revenue from your business keeping you away from your goal of ______________________________-

So you want to reach this goal but you are faced with

___________________________

_________________________

___________________________
Is that all correct?

> let them speak

- Is there anything else you feel like I should know before we move on?

> Let them speak

Great, I dont have any more questions for you. Your situation is one that I see very often with eCom stores all
around - the things that we must fix aren’t completely foreign

“The opportunities my team and i saw in your account are for your biggest problems that are keeping you back
from your goals

_____________________________________________ -> Which solves

_____________________________________________ -> Which solves

_____________________________________________ -> Which solves

Which is definitely something we can help you do to stop the bleed of revenue.

I will let you know what we do and what we can do for you tailored to your problems and if you have any
questions - dont hesitate to stop me

SOUND GOOD?

What we will do for you is setup email flows for you - Pre purchase, post purchase - campaigns, scheduling,
segmenting, optimization, - lead generation, optimization

Which can all take up to a few months

- Make sense? Anything else you want to ask?

Let them ask questions

> Reply back

> I want to get an idea of what your thoughts are on what we just spoke about - On a scale of 1-10 - 10
being im ready to start right now - and 1 being get lost

“ Now why did you say that number?” - Get them to tell them

What would get you up to a 10?

What about now? What number of 1/10 are you on now?

Let’s talk about the investment now if thats fine with you?

Our packages are based on your specific needs and wants. We average about $3000 - $7000 a month for
different clients

But since your needs and bleeds are different, The investment for you to reach your goal of _________ while
we setup email flows for pre purchase, post-purchase, run all your campaigns, optimize all your flows and work
on lead gen - It will be 3000 usd buck a month

So what do you want to do? Lets give this the green light? I can get all the documents ready