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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 these scripts below on Google Docs.
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Phone Call:
Hello. Is this (potential donor)?
Yes.
This is ________. You don’t actually know me. But, (referral), suggested I give you a call. Did they My name is <your name>. I am a friend of <name of referer> - we go to Super Cool Church together! Did he/she mention I’d be calling?
Yes!
(If “yes”) OK. Great!
No, they didn't.
OR (if “no”) Oh no! Sorry about that! Well, did I catch you at a bad time?
No.
Actually, Yes. → I'm so sorry about that. When is a better time for me to call back? From here, work with the person to find a good time to reach out again.
If they said now's a good time to talk → Great! As Great! Like I said, my name is ______, and I met up with (referral) a couple <referer> a couple of days/weeks ago and got to share with them about the ministry I’m involved with at ____________. Well Our ministry thrives off other people who support what we do, and after sharing with <referer>, 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 excited to hear my story and what God is doing at ___________.
Sample 2
Is ______ there?
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! Is there a day next week that works for you?
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If the referral doesn't answer, either leave a message: Hi! This message is for ______ |
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_. My name is ______ |
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, and I met up with <referer> a couple of days/weeks ago and got to share with them about the ministry I’m involved with at ________ |
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____. |
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He/she thought you would be excited to hear my story! I would love to find a time to get together and share with you about what God is doing at ______ |
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. Feel free to call me back, but if we don't connect in the next |
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few days, I'll try you again! Have a great day! Or send the text below. |
Text:
Hi
Awesome! Would you have anytime maybe Tuesday or Wednesday afternoon?
Sample 3
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! My name is ______
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_____
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I
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Great!
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am a friend of <person who referred you> - we go to Super Cool Church together! I met up with <referer> a couple of days/weeks ago and got to share with him/her about the ministry I’m involved with at ____________.
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Our ministry thrives off other people who support what we do
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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?
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, and after sharing with <referer>, he/she thought you would be excited to hear my story and what God is doing in _______
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Is there a day next week that week works for you??
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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. |
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