Hello, am I speaking with Mr/Ms [name]?

 

Good [morning/day/evening] Mr/Ms [Name], I am [Agent] from Appreciate regarding a Distribution Partnership opportunity. The Appreciate platform is bringing some of our distribution partners crores of additional annual revenue. I need only 5 mins of your time to discuss this. Can I explain the benefits to you now? 

[If yes]

Thank you for the time!! I will cover three important areas of information quickly: (1) Benefits to the end customer (2) Your earning potential, and (3) How Appreciate is different.  

Why this is good for the end customer
Appreciate offers seamless 1-click investing in US shares and mutual funds. Diversifying their current portfolio using US shares and mutual funds provides 3 key benefits - reduction of country risk, currency appreciation upside and using the current buying opportunity as stock prices have been lower over the last 9 months. Indian residents also get the chance to invest in fractions.

What your earning potential is
Appreciate offers its distributors revenue based on - the number of customers onboarded, the AUM and the trail commission from ongoing investments. You can earn substantial amounts per annum, and there is no cap on earnings.  

How Appreciate is different
Appreciate offers one click investing with many innovative features. It has both passive investing and active investing options. Using your distributor portal you can see all your customers and support them seamlessly. We also offer AI based recommendations, and tech integration with our banking partner, Yes Bank.

We are reaching out to key people like yourself to establish a distributor partnership. We are confident that Appreciate can help you increase your revenues & clientele by offering a great product.  You can visit our website www.appreciatewealth.com for more details.

I would love to introduce you to the Appreciate leadership team to explore this partnership further. Please advise a convenient time for me to setup this virtual meeting. 

 

[If yes]

[Confirm date and time for meeting] Perfect. I will send you the invite via email shortly. [Send email to customer with Neeraj, Shlok, Yogesh, Subho, Srishti in CC]

 

Thanks for your valuable time. Have a great day ahead!!

[If no]

Is there any information I can provide that can help you decide? Or any questions that I could answer?

 

[If no]

No problem. Is there another time that would be more convenient to talk? 

[Confirm date and time to call next] Perfect. I will call you then. Have a good day!