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๐Ÿ—“๏ธ 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.

Updated over 2 months ago

โœ”๏ธ Mention Financing in Appointment Confirmations

If youโ€™re calling, texting, or emailing to confirm the appointment, hereโ€™s something easy to say:

โ€œLooking forward to meeting with you. Just so you know, we also offer financing through Acorn Finance โ€” so if youโ€™d prefer to pay monthly instead of all at once, we can walk through those options together.โ€


๐Ÿ‘ Set Expectations Without Pressure

Youโ€™re not trying to pre-sell the financing โ€” just letting them know it exists.

  • It makes it easier to talk about costs later.

  • It helps the customer feel like they have options.


๐Ÿ” Do NOT Ask for Sensitive Info

Never ask for their Social Security number or banking details.
Let them know theyโ€™ll see personalized offers if they choose to apply โ€” itโ€™s all secure and private through Acorn Finance.

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