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🗓️ What to Say Before You Meet with a Customer

Bringing up financing early can help build trust and prepare the customer to consider their payment options.

✔️ Mention Financing in Appointment Confirmations

If you’re calling, texting, or emailing to confirm the appointment, here’s something easy to say:

“Looking forward to meeting with you. Just so you know, we also offer financing through Acorn Finance — so if you’d prefer to pay monthly instead of all at once, we can walk through those options together.”


👍 Set Expectations Without Pressure

You’re not trying to pre-sell the financing — just letting them know it exists.

  • It makes it easier to talk about costs later.

  • It helps the customer feel like they have options.


🔐 Do NOT Ask for Sensitive Info

Never ask for their Social Security number or banking details.
Let them know they’ll see personalized offers if they choose to apply — it’s all secure and private through Acorn Finance.

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