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Below are several samples of phone scripts when calling a referral. Choose one that fits you best. You can find an editable version of the script these scripts below on Google Docs.
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| Hi. Is Ms. Smith in? |
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Sample 1
Hello. Is this potential donor ?
This is Chad Frank. You don’t actually know me. But, (referral), suggested I give you a call.
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Did they mention I’d be calling?
(If “yes”) OK. Great!
OR (if “no”) Oh no! Sorry about that!
Well, did I catch you at a
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bad time?
Great! Like I said, my name is ______ and I met up with (referral) a couple days/weeks ago and got to share with them about the ministry I’m involved with at ____________. Well, he/she was REALLY excited about it and thought that you would be as well.
That is actually the reason I was calling. I wanted to see if there is a time in the next week when I could stop by for a half-hour or so and share with you about what God is doing at ___________.
Sample 2
Is Lebron there?
Hi Lebron, my name is _______. I work for a ministry in ________ and got connected to you through our mutual friend JR Smith. Did I catch you at a good time?
Great, so I was speaking with JR last week about the ministry in ________, and as we were speaking, I asked him if he knew anyone in the area who'd be interested in hearing more about what God's doing in ______, and he mentioned you. So I wanted to see if you'd have time in the next couple days to meet up and hear more about the ministry?
Awesome! Would you have anytime maybe Tuesday or Wednesday afternoon?
Sample 3
Hi, is _______ available?
My name is ______, and I’m actually calling because ___________ suggested I get in touch with you.
Did I catch you at a good time?
Great!
The reason _____ suggested I call is because I am in full-time ministry and when I was talking with ____________ a few weeks ago, they thought you and your husband/wife may be interested in hearing about what we do. I am on staff with Reliant and we reach _________ at ________.
We are really excited about this, and we’d love to get together with you and explain more about what we do and how you can be involved.
Would you have anytime maybe Tuesday or Wednesday afternoon?
Sample 4
Hi, is this Dan?
Dan I was talking with our mutual friend, Joe Smith, the other day, and I was telling him about the ministry work we are doing at _______, and he said you might be interested in hearing about this ministry. Did he let you know I would be calling?
Great, would this be a good time to talk?
Joe was really excited about the ministry work we're doing at ______, and I wanted to see if there is a time in the next week when I could stop by for a half-hour or so and share with you about what God is doing.
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| Not really. |
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| Would later today or tomorrow be better? |
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| Yes, tomorrow afternoon would probably be better. |
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| Great, I will give you a call tomorrow afternoon. |
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| That sounds good. |
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| Thank you. Talk to you tomorrow. |
Tomorrow
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| Hi, Ms. Smith; this is Joe Staffer, the missionary friend of John Doe. Is it convenient to talk now? |
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| Yes, this is a good time. |
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| Great. As I mentioned yesterday, I was talking with John Doe the other day about ministering to <people> and he suggested I give you a call. Did John let you know I would be calling? |
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| Yes, he called about a week ago to say you’d be calling and told me that you’re doing outreach at <location> |
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| That’s right. I’ve recently gone into full-time ministry in <location> with <ministry>. I am really excited to be reaching out to <students, the neighborhood, etc> through our <Church, church plant, ministry>. Right now I am getting together with people like you and sharing more about the vision of what we are doing at <location>. If it’s possible, we could get together sometime this week or next, and I could tell you more about it and you could tell me what you’ve been doing lately. Would that be okay? |
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| I think that could be good. I'd like to hear more about what you are doing. |
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| Great! Thank you so much. My best times are mornings and afternoons, or even lunch. Would sometime in there work well for you? |
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| This Thursday at 11:00 a.m. would be fine. |
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| That would work well. Would we be meeting in your office? |
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| Yes, that’s fine. I’m at 1234 Oak Street, Fifth Floor. Do you know how to get here? |
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| Yes, I’ve been in your building before. Tell you what: I’m writing this Thursday the 5th at 11:00 a.m. in my calendar. Let me give you my number just in case something comes up and you need to reschedule our time. It’s 123-222–2222. Also, if you don’t mind, I’ll give a quick call or a text on Tuesday morning at your office to confirm our time together. Would that be OK? |
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| Yes, I’ll be in; that would be fine. |
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| Great. I’m really looking forward to getting with you, Ms. Smith. Thank you again for your time and interest. |
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| Info |
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Attending an MTD Training?See the slide presentation for 4.1 First Contact: Setting Up an Appointment. |
