Text

Hey [Name]!

Quick favor—I just started a new role with a financial office, and part of my training is doing a few short practice appointments.

Would you and your husband be willing to hop on a quick 20–25 min Zoom with me this week? I’d really appreciate it!

Call

Hey Anton,

I just have a quick min. How are you and the wife doing?

( 20 sec small talk)

The reason I'm calling is

I just started a new job with a Financial office and I've got to get some training in. And I was wondering if you and your wife would be willing to hop on Zoom for like 20 minutes and help me out so I can finish up my training.

(They say yes)

OK, great, what's better for you evenings or weekends?

OK, great we could do Saturday at one or four what's better for you?

OK, perfect what's your email real quick and I'll get you on the schedule

Awesome, thank you so much !

tfc

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