EFX KS Setter Script

Intro Hey NAME. (say positively, but with neutral tone) Hey NAME, this is _____ over on the EFX team…(lower tone) am I catching you at a bad time? Prospect Responds ________________ Yeah, I saw that yesterday you purchased _______ I wanted to give you a call real quick to make sure you got access to everything and you didn’t have any trouble logging into any of the portals? Prospect Responds ________________ Ok cool, and btw I’m calling ya on a recorded line, but I’d love to point you in the right direction with the program, is it cool if I ask a couple questions? Prospect Responds ________________ Perfect, so I’m curious, what’s your current level of experience with forex trading? Prospect Responds ________________ Oh okay, awesome. So you’ve been trading for (experience level)…and is there a specific reason you bought EFX Kick-Starter? Was there something you were struggling with? Prospect Responds ________________ Identify Income (IF SPECIFIC PROBLEM) Totally. We have people come to us with that all the time, so you’re definitely not alone. Well, let me ask, what are your goals with forex? Are you trying to trade full-time or just looking to do it on the side? (IF GENERAL ANSWER) Totally. Well, you’re in good hands with us. What are your goals with forex? Are you trying to trade full-time or just looking to do it on the side? Prospect Responds ________________ Got it. And what are you doing for work currently? Prospect Responds ________________ (IF THEY SAID FULL-TIME) Nice! So how much would you need to make from trading to match the income you’re making from your job? (IF THEY SAID ON THE SIDE) Sure, so as far as additional income goes, how much would you need coming in each month to put you in a really comfortable spot? Prospect Responds ________________ Financial Resources Qualification Okay got it. And obviously, as you know trading requires money…and the more money you have the faster you can hit your targets…and in your case you said you want to make (INCOME TARGET), so let me ask you, do you have savings or resources set aside you can dedicate to hitting your goal? Prospect Responds ________________ Educate Them On Funded Accounts Oh perfect, NAME, hey just wanted to throw this out there…I think it’s great that you have $X set aside for this, but what’s really cool is you have opportunities to get access to $50,000 or even $100,000 and more in investment capital for you to trade with, by using something called a prop firm account…are you familiar with how those work? Prospect Responds (IF THEY SAY YES) Yeah so you get it, the goal is for you to be able to show a reputable track record and to get you to pass a funding challenge so you can then get access to a funded account that you can leverage to be able to bring in that (AMOUNT THEY WANTED TO MAKE) without risking your own money. Is that something you’d be looking to do or would you want to be investing your money? ________________ (IF THEY SAY NO OR WANT AN EXPLANATION) No worries, it’s super straightforward. Basically, if you can show a reputable track record with trading, you can enter what’s called a “funding challenge” and if you pass that challenge by showing you know what you’re doing you can then get access to a funded account that you can leverage to be able to bring in that (AMOUNT THEY WANTED TO MAKE) without risking your own money. Is that something you’d be looking to do or would you want to be investing your money? Prospect Responds Ok cool and just to give you some context, let’s say you pass one of those funding challenges, and get access to a $100,000 funded account. The terms can differ from account to account, but let’s say they set the terms with you being able to retain 50% of the profit you make, which is pretty low for most prop firms, they’re usually closer to 80-90%, but I want to be conservative here…If you grow that account by 10% in a month utilizing the Smart Money Concepts we teach, which is perfectly doable, you’re going to be getting $5,000 a month. And I’m not guaranteeing this, I just want to show you what’s possible, but if you can maintain that level of growth for a few months in a row, there’s no reason you can’t triple or quadruple your account size…so that means your payouts could jump up to $15,000-$20,000 per month, but again that’s only if you’re extremely dialed in and have really put in the work to get to that level of forex trading. Does that make sense? Prospect Responds ________________ Identify 1-2 Emotional Gold Veins You Can Go Deep On Ok NAME, so you told me you wanted to get to (INCOME GOAL) with forex trading, I think that’s totally doable. But what would change for you personally at (INCOME GOAL)? Prospect Responds ________________ (IF THEY SAY REINVEST THE MONEY) Gotcha. That’s the smart thing to do. Like, that’s a business owner mentality–Putting your money to work, right? So lets say you reinvest… and then you reinvest again… and then you reinvest AGAIN... At the end of the day, money is really just a tool to get what you want. So, once you have all this money, and it’s all working for you… what do you really want? (IF THEY WANT TRAVEL, FREETIME, FAMILY, TO BUY SOMETHING, ETC…) If they want travel, freetime, family, etc… * How much of [XYZ] are you able to do NOW? * Why is [XYZ] important to you? * “So ideally how many hours a day would you like to be able to spend with family OR spend with your kids? * “Got it, and just for context how many hours a day do you spend with them now?” * “Wow, not everyone focuses on building generational wealth for their kids… why do you feel like that’s such a priority for you? * “Travel is so much fun.. I feel you there! How often do you vacation now?” * “Ohhhkay.. And then I guess Ideally if you were at [INCOME GOAL] how often would you be traveling” * What do you mean by [XYZ]? * [Repeat back to them what they said with a curious tonality] * Where do you feel the drive to [XYZ] comes from? * Tell me more about that? * Do you feel like that’d impact [XYZ] at all? * How so? * How do you feel that [XYZ] would impact [ABC]? Prospect Responds ________________ Attach Emotional Reasons To Income Goal Wow [NAME]. I mean, it sounds like for you getting to [IDEAL INCOME] it’s not just about making more money, for you getting to [IDEAL INCOME] means [recap all their emotional reasons behind goal]. SHUT THE FUCK UP…. Let them internalize, then let THEM say something like “yeah, that’s exactly right”] We want them to admit that it’s not about the money, it’s about the goal. The money is just the tool for getting the goal… (and trading is the vehicle for acquiring the tool) Use perfect tonality and a truly inquisitive and curious tone (scrunch your face): Well question for you… HOW do you feel that being a fully funded forex trader (SHORT PAUSE).. will help you get there? Prospect Responds ________________ Ok got it. So…is this something where if you had the right system and support, and you knew exactly what you were doin, that you would get started right away… or is this something that’s gonna sit on the backburner? Like how long have you been kicking around an idea like this? Prospect Responds ________________ (If a long time) Well why haven’t you gotten started yet? Like what’s stopping you? (Any other answer) Okay got it, do you know what’s stopping you from making (INCOME TARGET) as a trader? Or are you just kind of trying everything right now? Coaching Button Down: STRONG CUSTOM REASON WHY! Ok so here’s what I’m thinking…. You know [NAME] because you are (EXPERIENCE LEVEL), and one of my jobs is to be on the lookout for folks who are y’know.. in a good position to get started with this. So EFX Kickstarter…it’s a good start, but it’s our lowest-priced[a] program for a reason. With everything you’ve explained to me today, I feel like a more personal and custom-tailored program with better accountability and support would really be what makes the difference for you hitting (INCOME GOAL). Don’t get me wrong, the strategy inside of EFX Kickstarter is great but it’s only 20% of what we’re teaching inside of our flagship program EFXU which is the program all of our fully funded students who are making mid to high 6-figures a year are in[b]…typically I’m just calling to make sure everyone is all set with the Kick-Starter program, but honestly I’m not too confident that would a big needle mover for ya. [c] insert[d] So, I can do this: We actually have a team of Executive Trading Consultants. And these guys are pros, who are honestly FAR more equipped to show you all the ins and outs of our Smart Money Trading system and how we go about teaching it inside that higher end program… [e] BUT - lemme check something here… *click around on computer and pause like you’re checking availability on the back end* So for someone like yourself who [CUSTOM REASON], who’s doing this for all the right reasons, and really you just need the right system and resources… If i can get an hour from one of my consultants calendars and set up a time where they sit down with you 1:1 on a phone call just like this…. and provide you with a full demo of the EFXU program, really lay out a personalized game plan for you, and potentially even break down how we could support you - and Id have to check the calendars before I promise anything - but if I can find some time is that something that you would want to take advantage of? * IF THEY’RE NOT SUPER EXCITED OR IF THEY SOUND UNSURE Try to de-set them (give them an opportunity to back out while you gauge their intent) Ok, cool. - Well question for ya - If I am going to manually book you on an executive consultants calendar, I do want to make sure first that this is something you actually want to do and something you’re excited for… because if not, it's totally cool and I know that someone else would take the slot. That said, is this something you really want to do? Are you sure? Ok, I think that would really be a smart move for you. Can you do me a favor and pull up your calendar for tomorrow and just take a look at what you got going on? * Let them respond BIZ Partner & Spouse TIEDOWN - (BOGDAN) And by the way, are you married? * GET THE SPOUSE ON THE CALL I’m sure your wife/husband is gonna wanna get the full run down and I’m sure that she’ll/ he’ll have questions as well, so what’s a time that would work best for both of you guys tomorrow? * If they insist on not having their spouse on the call… or that they don’t need them there * Ok so here’s kinda why I’m harping on it so much…. * As I said before, I think you’d be a great fit for this business, and I think we could help get you to the levels that you’re aiming for… so I actually want to recommend you for our Scholarship. If you’re considered for it, my consultant will break all that down on the call, and if he agrees that you’d be a good fit… and you guys think there’s synergy between what you’re looking for and what we have to offer, then I want you guys to be able to make a fully informed decision on that call about whether it makes sense to tackle this thing together… are you able to make a gametime decision like that by yourself if everything checks your boxes? * ONLY BOOK WITHOUT SPOUSE if they can make their own financial decisions… IF NOT, find a time that works for spouse[f][g] Ok got it… and what time zone are you in? (PULL UP CALENDAR) * Change timezone in calendar * PICK TIME THAT 100% WORKS FOR EVERYONE ON CALL $100 No Show Fee (WHILE YOU BOOK) Cool. So just to double confirm before I lock you in here, for that [XYZ time on XYZ day], you can 100% show up fully focused, zero distractions, with a pen and paper ready to take notes? Like family emergencies aside, you won’t be driving, have to be at work or doing anything else that would prevent you from giving your undivided attention? OK excellent, I just want to be sure because Danny and his executive consultants do actually have a no-show policy to protect everyone’s time. I’m not worried about it with you… But they have that in place to where if you just blatantly don’t show up to the call then my team will send a $100 invoice and bug you about it… And I just don’t want you to have to deal with that, so we can choose a better time if [TIME] isn’t going to 100% work for you… * Prospect responds Homework - BOGDAN Alrighty, so this next piece is very important… Because this is regularly a paid consultation, although you’re getting it for free I still want you to get the most value out of it as possible, so you’re actually going to receive a 60 minute pre-call video sent directly to your email and text in the next couple minutes here after I get you confirmed… [h] I’ll send you some other good stuff via email as well, but this video is really gonna to lay the foundation for this call. It’s gonna answer most of your basic questions, and give you a chance to write down a lot of questions that you can bring to your consultant, so that you’re fully prepared to get the most out of this… So can you do me a favor and set aside 50-60 minutes sometime between now and when you get on the phone with your consultant, to give that video a watch all the way through, take some notes on it, and write down some really good questions. And I’d strongly encourage you to do all of your research, y’know on airbnb and on our company, prior to jumping on that call…that way you can be best prepared and you guys can really just jump into the higher level stuff. Sound good? [i] * Finish with some rapport * Let them know they can text you if they have any questions [a]entry level [b]it's just a fraction of what's required to go from [insert prospect current state] to full time trading. Our students who go on to do this for a living also need the systems, mindset, and funding - it's not just about strategy. [c]I feel your situation and goals are a bit different from most people who purchase the kick-starter. It sounds like you're really trying to take your trading seriously and become a professional so that you can [insert desired outcome]. [d]Would you say that's accurate? Well, turns out we've helped hundreds of people do what you're trying to do, so I'm happy to talk about that... if you'd like? [e]What I can actually do for you, is hook you up with one of our executive trading advisors. These guys are pros, and they're really good at digging into your situation and coming up with a customized game plan that'll show you step by step, how to go from [insert current situation] to [insert desired situation]. [f]nix [g]Spouse/partner best asked above around the current finances section, ie: "OK, so $4k per month... do you use that to support just yourself or do you support a family as well?" "Ah, gotcha. And just curious - what does your wife think about your trading?" "Does she know you're looking to leave your 9-5 and do this full-time? What does she think about it?" Later in call when scheduling appointment w/ advisor: "So earlier you told me that your wife isn't 100% on board with you becoming a full-time trader... since this call is going to be a really hands-on discussion to determine your customized game plan, why don't we invite SPOUSE onto the call as well so that you're both on the same page? Follow up Q [if they don't think it's necessary]: so you're saying that you're comfortable making the final decision about what you're going to do with your trading, you won't need to keep your SPOUSE in loop or at least get their blessing? [h]Right after we hang up today I'm going to send you an email/text with a link to a 3-minute pre call video that'll help you be 100% prepared for the call you just booked with [insert advisor name]. If I send you a link to that video, can you promise me you'll watch it? [i]Think we can nix