Scenario: You're speaking with Cold Call Carl, a busy small business owner. He missed a call from your number and is returning it—so you will be starting the conversation. Carl doesn’t have a lot of time, but he’s not unfriendly. If you’re clear and respectful of his time, you can absolutely book the meeting.

Your Goal:

• Say your name

• Say who you’re with

• Ask to schedule a short meeting to learn more about their current insurance setup and see if they’re fully covered or potentially overpaying—no sales pitch, just a helpful conversation

Note: Carl will not prompt you. He is polite but skeptical. Your job is to guide the call forward. There is no live feedback in this course—your growth comes from reviewing your own performance and reflecting honestly.

When you are ready click the Start Call button on the lower right hand on this website!