Gameplan Financial Appointment Setting Objection Flash Cards

In‑Home Booking — Gameplan Financial

Appointment Goal: 0 set

In‑Home Booking Script

Use the 90-minute slot board below to offer two times, then book the one they pick.

1️⃣ Intro & Verification

Agent name: Lead name: Lead DOB:

Lead Address: Curious Camel URL:

Select Lead Type:

Agent: “Hello there?

This is Nathan and I wanted to call you back really quick.

I'm the licensed medical underwriter in your area and this is about information you requested on the State‑Regulated Life Insurance Programs.

My job is super easy, it’s just to get you the information you requested.

You put your date of birth as [Lead DOB] and your address as [Lead Address].

Am I reading that correctly?”

If yes → Go to Step 2

If objection → Use Booking Objections

2️⃣ Clear Schedule & Marital Status

Agent: “Okay, perfect and are you Retired or Still working? (If working) What’s your schedule like?”

Agent: “Ok, and who would the beneficiary be — is that a spouse, or are you married, or would it be your kids?”

Employment: Marital / Beneficiary:

Lead schedule: Spouse’s first name: Spouse schedule:

Agent: Okay great, is she retired or working? If working, what’s her schedule like?

3️⃣ Offer Dual Time Options

Option 1: Option 2:

Click a 90-min slot below — first becomes Offered 1, second Offered 2, then click the offered you want to book it.

Agent: “I’ll be in your area on [Day] & [Day]. I can offer [Option1] or [Option2]. Which works best?”

4️⃣ Lockdown — Confirm & Secure Appointment

Day & time:

Agent: “Your appointment is booked for [day & time].”

“My name is Nathan, number is [Your Phone], appointment time is [Day & Time].”

“Please have your medications & ID ready to speed things up.”

“I look forward to meeting you. See you [Appointment Time].”

Available Offered Booked

This week

Next week

Scroll horizontally to view days. Click a slot to cycle: available → offered → booked.