“Hello and welcome to ___________ (trainee's name) training call! Who just joined us?”

(Meet and Greet each guest and get to know them a bit. i.e. "how do you know _______?" and "what do you do for a living?)

1. “I want to welcome everyone to this training call. My name is __________ and the purpose of this call is to train (trainee name) as a consultant with our company. Your role is to serve as a practice audience and I will be coaching him/her throughout the presentation.
   
2. EDIFY TRAINEE:
   “We appreciate you taking the time from your busy schedule to help ___________(Trainee name). It's a real pleasure working with (trainee).
3. GIVE YOUR TESTIMONY Your story is important. The majority of the guests need to identify with your story. This builds a bridge with people. If there's any part of your story where someone would say “so what” to, take it out. Write out your testimony and keep it brief.

   (For example:)

   "My name is (insert name) and prior to getting started with Ameriplan I worked as a (insert occupation). A friend introduced me to this company and I immediately saw the need for the service and learned that I could create a full-time income working on a part-time basis. I was tired of being in a financial crunch and believed that this was a way to regain the financial control back in my life that I was looking for by helping people get access to the services we provide."

4. DIRECT THEM TO THE INFORMATION:

   "Ok, so we are going to listen to a brief informational call that's about 10 minutes long and explains in detail about who we are and what we do as a company.

   There are two parts of this call. The first part of the call will go into detail about the services we provide and this is where you'll learn about how we save people money on their health care - SO you'll have a better understanding when you refer people to ________ (trainee).

   The second part of this call gives you a "sneak peek" into our company's expansion and growth. Right now there are far more people who need our services than there are people getting this information out into the marketplace. So as you listen to this call if you know anyone who could use the service or would like to make a full-time income working part-time jot there name down to refer to _________(trainee)
   

5. Hold on one sec and I'll bring everyone into that call…. “

   (Since you'll be on the "speaker line" when you are doing this training for an IBO, mute out the line in case there is background noise on their end BEFORE you 3-way them in to the recorded message – 641-715-3390 access code 49505# - 6 min. call)

6. AFTER THE CALL:
   “So, as you heard, affordable health care in the U.S. is a challenge for many people. Millions in the U.S. go without care or use the Emergency Department as their health care provider because they can't afford coverage.

   So an effective way to get this information out to people you know who might fall into that category is to refer them to ___________(Trainee Name) to protect them from financial devastation should a health care emergency arise.
   

In addition, the best way to get this information and these services out to the marketplace is through our health benefits consultants. If you refer someone to (trainee name) who you think might be qualified for a position with our company, they will interview them and determine if they have the skills and qualities to represent our company as a consultant on a part-time basis.

“Now, Let me coach ________(Trainee name) for a moment....___________ (Trainee name) after you have someone listen to that information, you usually get 3 general types of responses.

• The first type of person is the one who recognizes the value of having the service for their family and want to start saving money right away. So enroll them online so they can start using the service immediately - remember, there are no waiting periods.
• The second type of person is someone who needs the service AND expresses an interest in learning more about becoming a health benefits consultant. Set up an interview and get their questions answered and see if they are a good candidate.
• The third type of person is one who immediately sees what the company does to help people and wants to work on a part-time basis as a health benefits consultant. Should YOU decide that they are a good candidate to work with our team, you'll process their application online and get them started on their training.
  

“And so (1st guest), what did you like about the information you just heard on the call? What kind of stood out to you?”
(2nd guest) – And ______, how 'bout you? What did you like about what the info you just heard on the call?
(3rd guest) - _______, thanks for your patience…..and what did you like about what you just heard on the call?

***(Write each person's response down – DON'T COMMENT ON THEIR ANSWERS)

(After you have gone through and gotten feedback from everyone on the call….)

“Great, thank you for that feedback! That's very helpful as a part of this training call for (trainee name)."

“The main focus of this call is to see if this is something you'd help (trainee name) build up her referral base by referring people you know to him/her. For example, you are talking to someone who mentions that they have no dental or medical care, or someone who is complaining about the expense of some upcoming dental work, that sort of thing...You are now able to refer them to (trainee).

"Additionally, should you know or meet anyone who might be looking for a career change, or who wants to supplement their income part time, please refer them to (trainee name) and he/she will connect with them for an interview and see if it might be a good match."

Based on the feedback some of you gave, we'll get back with you to get you some more specific information and to answer any questions you may have.

"With that, I'd like to respect your time and thank you all again for being here on this call to help train (trainee name). “At this time, that's all we have. I hope you have a great rest of your night!"