LIHG / Get Biz Credit

Warm Market Outreach Script

Business Concierge Calling Prior Contacts to Set a Brief Appointment

Capital Access + Bulletproof Asset Protection (For Established Businesses)

Version 1.0  |  Prepared: January 07, 2026

Purpose: Provide a high-conversion, relationship-first warm market call script for Business Concierges contacting prior coworkers, colleagues, association members, church/community contacts, and professional acquaintances. The objective is to set a brief appointment, not to “pitch” on the first call.

Compliance Standard: Do not guarantee approvals, credit limits, funding amounts, timelines, or legal outcomes. Describe services as education and guided implementation. Bulletproof Asset Protection is a structured program; it is not a substitute for individualized legal advice. Clients may be referred to qualified counsel where appropriate.

1. Pre-Call Setup (60 Seconds)

·         Confirm the relationship context (where you know them from).

·         Know the goal: schedule a 12–15 minute Business Credit Readiness / Protection Fit Check.

·         Have two appointment slots ready (e.g., today at 4:30 PM or tomorrow at 10:00 AM).

·         Prepare a brief personal update, then quickly pivot to “How can we help you?” discovery.

·         Open the CRM record and be ready to log: business age, main need, and appointment outcome.

Warm Opener (Relationship Reconnect + Permission)

CONCIERGE: “Hi [NAME], it’s [YOUR NAME]. How have you been? It’s been a while since [FORMER JOB / ORGANIZATION / EVENT].”

PAUSE. Let them respond. Keep it warm, brief, and genuine.

CONCIERGE: “I’m calling for two reasons — first, to reconnect — and second, I’m working on something that’s helping business owners with a very real need right now: access to capital and business protection. Do you have 30 seconds for me to share, and you can tell me if it’s relevant for you or someone you care about?”

3. The “What I’m Doing Now” (30–45 Seconds)

CONCIERGE: “I’m a Business Concierge with Get Biz Credit and our Bulletproof Asset Protection program. In simple terms, we help business owners get positioned to access business credit and capital — and for established businesses, we also help them get more protected and structured properly so what they’re building is not exposed.”

CONCIERGE: “It’s a white-glove approach. We start with a simple question: ‘How can we help you?’ We take time to understand your specific needs — not generic assumptions — and then we map the most practical next steps.”

4. Quick Qualification (Two to Three Questions Max)

CONCIERGE: “Quick question — do you currently own or help run a business?”

If YES:

CONCIERGE: “About how long has the business been operating — under five years or five years and older?”

CONCIERGE: “If you could strengthen one thing this quarter, would it be (A) getting access to capital, (B) building business credit, (C) protecting assets and reducing exposure, or (D) all of the above?”

5. Pathing Statements (Match Their Answer)

If they select capital / business credit:

CONCIERGE: “Understood. For capital access, we focus on fundability — making sure the business profile, documentation, and business credit file are positioned the right way. Results depend on qualifications, but the goal is to help you pursue larger limits over the next few months with a clear plan.”

If they select protection / 5+ years:

CONCIERGE: “That’s exactly where Bulletproof Asset Protection comes in. Once a business is established and generating real value, protection becomes critical — so growth doesn’t create unnecessary risk. We help owners tighten structure, formalities, and asset separation so the business is better defended.”

If they select both:

CONCIERGE: “Perfect. Capital without protection can create exposure, and protection without growth planning can stall momentum. We help owners align both.”

6. The Appointment Close (Primary Objective)

CONCIERGE: “The best next step is a short 12–15 minute check-in. We’ll identify what you already have in place, what’s missing, and what path fits you best — capital readiness, business credit build-out, Bulletproof protection, or a combined strategy. There’s no obligation — it’s a clarity call.”

CONCIERGE: “I have [TIME OPTION 1] or [TIME OPTION 2]. Which works better for you?”

7. If They Are Not a Business Owner (Referral Bridge)

CONCIERGE: “No problem. Who do you know that owns a business and could use either capital access or better protection — maybe someone who’s been in business for a few years and is carrying a lot of risk?”

CONCIERGE: “If you’re comfortable, you can either introduce us by text/email, or I can send you a short message you can forward.”

8. Objection Handling (Warm Market Specific)

8.1 “I’m busy right now.”

CONCIERGE: “I understand. This will be brief — 12 minutes. Would later today work, or tomorrow morning?”

8.2 “Just send me information.”

CONCIERGE: “Happy to. The reason I prefer a quick call first is so I send the right information — capital-focused or protection-focused — based on your situation. What’s the best email, and can we pencil 12 minutes so it’s actually tailored?”

8.3 “Is this a loan?”

CONCIERGE: “Great question. We’re not a bank. We provide education and guided implementation to help businesses qualify for business credit and related capital options over time, depending on the business profile and lender criteria.”

8.4 “Can you guarantee $100k?”

CONCIERGE: “No — and I would never want to mislead you. Amounts, approvals, and timelines depend on your qualifications and lender decisions. What we do is help you build a fundable profile and follow a proven roadmap so you can pursue higher limits responsibly.”

8.5 “I already have credit / a bank.”

CONCIERGE: “That’s good. Many owners still have gaps that limit larger limits or expose them legally. The clarity call can confirm whether you’re already optimized — and if you are, we’ll tell you that.”

9. Voicemail Script (15–20 Seconds)

“Hi [NAME], it’s [YOUR NAME]. I’m reaching out because I’m working with business owners on two things: access to business credit/capital and, for established businesses, Bulletproof Asset Protection. If you’d like a quick 12-minute clarity call, call or text me at [NUMBER]. Again, [NUMBER].”

10. Text Message Follow-Up (After Voicemail or Missed Call)

“Hi [NAME] — it’s [YOUR NAME]. Quick reconnect from [FORMER JOB/ORG]. I’m helping business owners with capital readiness/business credit and, for 5+ year businesses, Bulletproof Asset Protection. If you want a quick 12–15 min clarity call, I have [TIME 1] or [TIME 2].”

11. Appointment Confirmation Message (Send After Booking)

“Confirmed for [DATE/TIME]. We’ll cover: (1) your business age and goals, (2) what’s currently in place, (3) the best path for capital readiness/business credit and/or Bulletproof protection. If possible, have your business legal name, EIN status, and your top priority for the next 90 days.”

12. White-Glove Business Concierge Standard (Manager Coaching Notes)

·         Lead with relationship and permission; do not “hard pitch” a warm contact.

·         Anchor the call in service: “How can we help you?” then tailor the conversation.

·         Keep discovery tight: 2–3 questions, then close for the appointment.

·         Use compliant language: possibility, not promises.

·         Document the relationship source, needs, and next step in the CRM immediately.