High-Transaction-Volume Businesses

The most important thing about this script is you want to stay in the same industry so that the names you use will work better. It’s even better when you have a few notables names of clients that you can use. In this example we’ll use restaurants.

Also, restaurants have HIGH VOLUME credit-card sales. There’s almost no scenario where our partners can’t save them hundreds if not thousands of dollars a month on their credit-card fees. Don’t lead with that, though – it won’t get you anywhere because they generally won’t care. The pitch is:

If you don’t know the name of the Owner:

Good morning, (name – if they give it when they answer) – is the the location on Main street?

Great! I need some help with a question I have.

My partners and I work with a lot of the restaurant owners here in town like Randy Clark and Ron Miller. Who is the owner there? (this is a direct question but if you have the attitude that you know all the owners in town, it works)

If Jim is in the office, I’d like to tell him what I do for these other guys and see if it piques his interest.

(If they are not in, try to find a good time to reach them and get their email address – you can pop by the next day and catch them.)

When you get the Owner on the phone:

Hi Jim, this is Eric, don’t rack your brain – we haven’t met yet.

Jim, my team works with a bunch of restaurant owners. Every month their restaurants were burning up untold hundreds if not thousands of dollars in hidden fees.

We helped them recover that money and funnel it into a pension that does two main things:

1) Gives them a huge slush-fund to draw from if they go through a medical emergency or got injured and disabled (which is the #1 reason why restaurants go out of business)

2) Gives them a guaranteed income FOR LIFE when they’re ready to retire and move on from the restaurant business.

If we could show you how to do the same thing, would you be interested?

Any questions they ask you from there – no matter how skeptical they sound – are buying signs. All you need to respond with is:

“Jim, great questions. And I have no idea – I just saw the case-study for this last week. Let me get you on the phone with the guys who specialize in this and they can see if your restaurant is a good fit. What’s your schedule like tomorrow for a 20m call?”


Jim, obviously I don’t like to assume this is right for you and I don’t know if you would even qualify, but I figured you’d like to know what your options were. When is typically a good time to connect for 15-20 minutes – in the mornings or later in the afternoon?

If they ask, “Is this like insurance?”

Don’t you already have a bunch of insurance? “(let them respond)

Exactly, and I’m guessing none of your insurance sounds anything like what I just described. ________ told me this was completely different and like nothing he had ever looked at before. I have a few meetings near you today so that is why I called – to see when you had some time for me to explain it to you. I have some time tomorrow morning or even later this afternoon. Which works best for you?