Bankruptcy Qualification Scripts

Client: Legal Locator

Timezone: CST

Objective: Engage, qualify and book

Voicemail Script

Hi, this is [ISA NAME] calling on behalf of Legal Locator


We’re calling in response to your request to speak with an attorney.


I will follow up with you again tomorrow or you can give us a call back at (773) 923-2011 to schedule your consultation.


Have a wonderful day!

Opening Statement

Hi, this is [ISA NAME] with Legal Locator I'm calling because you had just submitted a request to speak with an attorney. Is now a good time?


-- If no--


No problem! Please let me know when a better time to reach you would be.


-- If yes--


Great! First and foremost, I am not an attorney and cannot give you legal advice. However, I am calling to gather some information about your case and if it makes sense, we can schedule a free initial consultation with the attorney. How does that sound?


-- Wait for confirmation--


Great! Could you tell me a little bit about your case?


-- let them talk, don’t interrupt. Take notes—



Questions:


• What type of financial issues are you facing? (i.e. collections; consumer bankruptcy; consumer credit; contested wills or probate; drafting wills and trusts; income tax etc.)


• Have any actions been taken against the person who owes the debt? (i.e. request for payment, lawsuit filed, judgment entered, wages garnished etc.)



Qualification

Scheduling

Goal is to schedule a consultation:


Thank you for taking the time to answer our questions.


What I would like to do is schedule a consultation to speak with the attorney who can answer all of your questions and provide more insight on your situation.


As I am looking at the calendar, we have a few openings on [SUGGEST TWO DAYS], would either of those work for you?

-- Get response and select the appropriate day; Book for the soonest available time if possible --


Great, we can put you down for [DAY]. Now would you prefer a morning or afternoon appointment?

-- Discuss available times and select the appropriate time --


Excellent. To confirm, we will be scheduling you with Matt Stark on [INSERT DAY] at [INSERT TIME]?

-- Once confirmed, move to closing --


Closing Statement

Thank you again [LEAD NAME] for taking the time to answer our questions.


We look forward to speaking with you on [INSERT DAY AND TIME].


Do you have any additional questions for me?


-- Answer then end the call --


Great. Thank you for your time, [LEAD NAME].

Frequently Asked Questions

What are the fees?

I’m not an attorney so cannot speak to any fees as each case is unique, what I would suggest is we schedule a consultation and the attorney will be able to answer that question for you. How does next week sound?

What is your address?

800 Roosevelt Road Building B Suite 406

Hours of operations?

M - F 8 AM to 5 PM

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