Tag Archives: B2B Cold Calling

B2C Cold Calling – The Introduction


b2c cold calling

At IFA Direct Home we divide the call into 4 parts, the introduction, expansion, home run and the benefits.

This post will look into more detail what should happen in the introduction. The introduction is the most repetitive part of B2C Cold calling process and should last no more than 30-45 seconds. Its essentially about getting the prospect interested and talking. The first 10 seconds is key in influencing how the rest of the call went.

1. Introduce your name and company – Do not ask how they are….pointless.

2. Introduce subject – Explain what the purpose of the call is. Get them talking as early as possible around 10 seconds is good.

3. Deliver ‘The Hook’ – Show how it can benefit the consumer.

4. Ask question  – Ask the killer question, in asking a closed question which leads into the The Expansion part of the call, which is the who, what why, where and when or kill the call.

B2C Cold Call Introduction

HOOK: Hello, is that xx? My name’s Ryan Mellor from IFA Direct Home.

The reason for my call is that I don’t know if you are aware but this year has seen some of the most fundamental changes to pension policy ever. – where you now have the option of cashing in your pension at 55.

I don’t know if you have seen this in the news?

Well the first problem is that 95% of pensions are not compliant with the new pension freedoms – so you can’t cash in your pension. Secondly,  many of these older pensions are known to be massively overcharging.

Working with local IFA firms, we have already helped in excess of 1200 pension holders save on average £600 per year since April last year.

So my question to you is….have you ever paid into a pension at any point in your life?

Ryan Mellor, Co-founder at RMT Direct

If you are a financial advisor and you would like to work with us, please visit RMT Direct.

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home and RegulatedAdvice.co.uk.