Introduction:
Agent:
"Hey [Business Owner's Name], it’s [Your Name]! How’s everything going?"
Business Owner:
[Responds]
Agent:
"That’s great! I wanted to reach out because I’m doing something new that I think will be really beneficial for your business. You know I’ve been curating a list of trusted local businesses to recommend to my clients, and I’d love to add [Business Name] to that list."
Value Proposition:
Agent:
"I’m using a platform called FirstWalk to create a Digital Rolodex of businesses that I personally recommend. It makes it super easy for my clients to connect with trusted services in the area—like yours!"
How It Works:
Agent:
"All you need to do is create a profile on FirstWalk, which will serve as your landing page. I’ll link it directly to my Rolodex so clients can easily find and contact you. It’s a great way to boost visibility and get more leads from my network."
Highlighting the Benefits:
Agent:
"The awesome part is that I’ll be actively promoting the businesses in my Rolodex through social media and other marketing campaigns. Not only will my clients see your business, but you’ll also get extra exposure from my broader audience."
Call to Action:
Agent:
"Let’s get started! I just need to confirm your best email address so I can send you the link to create your FirstWalk profile. Once that’s done, I’ll add you to my Digital Rolodex and start featuring your business in my marketing."
Email Confirmation:
Agent:
"Is [email@example.com] still the best email to send the FirstWalk setup link, or should I use a different one?"
Sending the Email:
Agent:
"Perfect. I’m going to send the email right now, so let’s stay on the line and make sure it comes through. Sometimes it can end up in the promotions or spam folder, so if you don’t see it right away, try checking there. Once you find it, be sure to move it to your inbox to make sure you get all future communication, including leads, directly in your inbox."
[Stay on the phone while they confirm receipt of the email and move it to their inbox if necessary.]
Additional Support:
Agent:
"Also, if you have any questions while setting things up, you can contact FirstWalk directly. They’re super helpful and can even assist you in setting up your landing page. I’ll include their direct Zoom call link in the email I’m sending, so you can reach out to them anytime."
Follow-Up and Final Steps:
Agent:
"I’ll check in with you in a couple of days to see how everything’s going. Let’s get [Business Name] in front of my clients and help grow your business!"
Email Templates: