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Hi (Client name)?
(Client name) this is (your name) with the veteran’s division of GLOBE. I handle your (relationship) (name of sponsor) benefits and the reason I’m calling is they sponsored you into a private benefits package that traditionally only veterans have access to, did they talk to you about this?
YES: Okay great! NO: No worries that’s exactly why I’m calling.
(Client name) they have your benefits package processed and I just need to activate it for you (Name) I’m not sure if you’re aware, but the benefits do apply to a spouse or significant other, are you married or single? Are you working or happily retired? What time of day is typically least hectic for you? Morning, Afternoon or Evening?
Let me take a look at my schedule, If I texted you the benefits portal right now can you access it?
YES: (Flip) Perfect I’ll send it right now, let me know when you get it. Now go ahead and click on the link when you receive it, it should say benefits portal access. Click the green zoom browser access. Allow camera and microphone access so we can hear and see each other.
NO: (later appt) Not a problem, I do work by appt only I just wanted to introduce myself and find a proper time to get this activated for you. We can do later today or tomorrow which ones better? I have ____ or ___ available which one works best?
(BOOK APPT)
Now (NAME) the VSO just asks that as a veteran sponsor if you do book the appointment to commit to the appointment, because we reserved time and space specifically for you, and if you miss your appointment without notifying us, that could be time that we could be servicing another active-duty veteran or VFW member, IS THAT FAIR? I’ll text you my ID badge from my direct line, so you know who you are working with, and you have my credentials if you need to contact me in the future.
Have a great day, and I will see you…….???? (let them answer) OK GREAT, YOU DO HAVE A GOOD MEMORY! See you then!