CCC Outbound Call Script
Introduction
Hi, am I speaking with {Member's Name}? My name is ____ and I’m calling on behalf of ___ Credit Union. You spoke with {Credit Union Employee/Date of Referral Entry} recently and I’m following up with you to get you entered our monthly $150 Sweepstakes & Review.  Ok, great. Just letting you know that this call is being recorded for quality assurance purposes.  To get you started, are you currently in the state of _______?
Sweepstakes Entry
Great! The sweepstakes has some rules, I’ll read them off to you and then we’ll get you entered….  Read the sweepstakes instructions in yellow box starting at “The prize is…”  Fill Out the Sweepstakes Form in Lifeguard  Transition examples:      • You’re now entered in the sweepstakes, good luck, I hope you win      • There are a few other benefits (available through your membership) I want to tell               you about       • Next up are some important announcements/CU news
Lending Plug
Next, we have a brief announcement from our ____ department (lending, accounts, etc.)  *Only offer what’s on the script repository*  Script Repository Link (Click On CURP): https://familysecurityplan.com/script-repository/ Would you like a specialist to reach out to you within the next 2 business days with more information?
Family Security Plan
Transition examples:      • You have a few other benefits available because of your membership.      • Being a member of the CU gives you access to a benefit package…  Pitch the product that will be best for the member; base this on the answers to your questions.  The Accident policy is often a good place to begin.