LIHG / Reimagine iT Inc.

Fundable Futures — Bank Cold Call Script

Objective: Secure a Brief Sponsorship / CRA Partnership Meeting

Target: Banks / Credit Unions / CRA Officers / Community Development / SBA & Business Banking Leaders

Version 1.0  |  Prepared: January 07, 2026

Program Context (Internal): Fundable Futures is a capital-readiness and funding access initiative led by Reimagine iT Inc. (a 501(c)(3) nonprofit based in Atlanta) designed to help more than 1,000 underserved and veteran-owned businesses in Atlanta strengthen fundability, build sustainable credit readiness, and responsibly access business funding. This script is designed for appointment-setting and relationship-based outreach to banks and credit unions (including CRA-aligned partnerships).

Compliance & Risk Control (Required): Do not promise approvals, loan amounts, underwriting outcomes, or timing. Position Fundable Futures as a readiness pipeline and a community impact initiative that helps businesses become more bankable. If asked about credit decisions, state clearly: underwriting and approvals remain solely at the bank’s discretion.

1. Pre-Call Preparation (90 Seconds)

·         Identify the correct contact: CRA Officer, Community Development, Small Business Banking, Commercial Lending, or Sponsorship/Community Partnerships.

·         Know the bank’s footprint in Atlanta and any public CRA/community initiatives.

·         Have two meeting times ready (e.g., tomorrow 10:00 AM ET or Thursday 2:30 PM ET).

·         Have your 15-second elevator pitch memorized and a one-page overview ready to email immediately after the call.

·         Open your CRM record and be prepared to log: decision-maker status, interest level, requested materials, and meeting outcome.

2. Gatekeeper Script (If You Reach Reception/Operator)

CONCIERGE: “Good morning. My name is [YOUR NAME]. I’m calling regarding a community development partnership request for our Atlanta-based nonprofit initiative, Fundable Futures. May I speak with your CRA Officer or Community Development lead who handles small business community partnerships?”

If asked “What is this regarding?”

CONCIERGE: “It’s a brief request for a partnership meeting. We’re building a capital-readiness pipeline for 1,000 underserved and veteran-owned businesses in Atlanta and want to align with your bank’s community development goals.”

3. Decision-Maker Opening (Permission-Based)

CONCIERGE: “Hello [TITLE/NAME], this is [YOUR NAME] with Reimagine iT Inc. here in Atlanta. I know you weren’t expecting my call — do you have 30 seconds for why I’m reaching out, and then you can tell me if it’s worth scheduling a short meeting?”

4. The 30-Second Value Pitch (What / Who / Why Now)

CONCIERGE: “We’re launching Fundable Futures — a nonprofit-led initiative designed to help more than 1,000 underserved and veteran-owned businesses in Atlanta become funding-ready and responsibly access business capital. We do the readiness work — education, fundability, documentation discipline, and guided preparation — and we’re looking to partner with a leading bank to support and participate in the pipeline. We believe it aligns well with CRA and community development objectives while helping you reach qualified small-business borrowers.”

5. Micro-Discovery (2–3 Questions Max)

CONCIERGE: “To make sure I route this appropriately — are you the right person for CRA/community development partnerships related to small business?”

CONCIERGE: “What are your top priorities this quarter for Atlanta small-business impact — loans, education, technical assistance, outreach, or CRA-qualified investment?”

CONCIERGE: “Do you currently have a funding-readiness pipeline partner, or are you open to reviewing a program that prepares businesses before they apply?”

6. Positioning the Partnership (What We Want From the Bank)

CONCIERGE: “We are seeking a bank partner for Atlanta with one or more of the following: (1) sponsorship/investment to support the readiness program and outreach, (2) participation in workshops or office hours, and (3) a referral pathway for businesses that meet your criteria. We are not asking you to approve anyone — we are asking you to align with a quality pipeline so more applicants meet your standards.”

7. The Appointment Close (Primary Objective)

CONCIERGE: “The next step is a brief 20-minute partnership call where we can share the program model, measurement metrics, and the exact ways you can participate. I have [TIME OPTION 1] or [TIME OPTION 2]. Which works better?”

8. If They Ask: “What Exactly Do You Do With the Businesses?” (30 Seconds)

CONCIERGE: “We operate a structured capital-readiness process: baseline intake, fundability checklist, documentation and compliance readiness, financial and profile strengthening, and coaching so owners understand how lending works and how to present a bankable package. When they are ready, we can refer them to participating banks — approvals and underwriting remain entirely yours.”

9. Common Objections & Strong Responses (Short, Bank-Friendly)

9.1 “We already have small business programs.”

CONCIERGE: “That’s exactly why I’m calling — Fundable Futures can increase the quality of applicants entering your existing programs. We reduce time waste by preparing owners before they apply, which can improve approval rates and reduce staff burden.”

9.2 “We don’t do sponsorships.”

CONCIERGE: “Understood. Many partners participate through non-sponsorship pathways too — workshops, office hours, resource sharing, or a referral pathway. If you’re open, a quick call will identify the most appropriate form of participation for your institution.”

9.3 “Send me something.”

CONCIERGE: “Absolutely. I can send a one-page overview. To make it useful, could we pencil a 15–20 minute call so we can align it to your CRA/community goals? Would [TIME 1] or [TIME 2] work?”

9.4 “How do you measure impact?”

CONCIERGE: “We track enrollment, readiness milestones, documentation completion, referral volume, and outcomes such as applications submitted and funding obtained (where reported). We can tailor reporting to your community development or CRA narrative needs.”

9.5 “Is this lending or a promise of funding?”

CONCIERGE: “No. We are not a lender and we do not promise funding. We provide readiness and technical assistance to help owners become bankable; lending decisions remain solely with the bank.”

10. Voicemail Script (20–25 Seconds)

“Hello [TITLE/NAME], this is [YOUR NAME] with Reimagine iT Inc. in Atlanta. I’m calling about Fundable Futures — a nonprofit initiative preparing over 1,000 underserved and veteran-owned Atlanta businesses to become funding-ready and connect with participating banks. I’d like to schedule a brief 20-minute partnership conversation. You can reach me at [PHONE]. Again, [PHONE].”

11. Follow-Up Email Template (Send Immediately After Call)

Subject Line Options:

·         Atlanta CRA Partnership: Fundable Futures — Funding-Readiness Pipeline for 1,000+ Businesses

·         Community Development Opportunity: Fundable Futures (Atlanta) — Brief Partnership Call

·         Fundable Futures: Prepared Small-Business Borrower Pipeline for Atlanta

Email Body (Copy/Paste):

“Hello [TITLE/NAME],

Thank you for taking a moment today. I am following up regarding Fundable Futures, a nonprofit-led initiative by Reimagine iT Inc. (Atlanta) designed to help more than 1,000 underserved and veteran-owned businesses strengthen fundability, complete readiness milestones, and responsibly pursue business funding. We are seeking a bank partner to align through sponsorship/investment and/or program participation (workshops, office hours, and a referral pathway).

We are not a lender and do not promise approvals; the program prepares business owners so applications are more complete and bankable.

Are you available for a brief 20-minute partnership call on [DATE/TIME OPTION 1] or [DATE/TIME OPTION 2]?

Respectfully,
[YOUR NAME]
[Title], Reimagine iT Inc.
[Phone] | [Email]”

12. Call Disposition Codes (CRM)

·         Booked — Partnership Meeting Scheduled

·         Sent Info — Follow-Up Meeting Pending

·         Referred — Different Contact (Name/Title)

·         Not a Fit — No Partnerships/Sponsorships

·         Callback Requested (Date/Time)

·         Voicemail Left — No Response

·         Do Not Call / Incorrect Contact

13. Quality Standards (Manager Coaching Checklist)

·         Opener used permission and respected time.

·         Value pitch framed as a readiness pipeline (no promises).

·         Asked 2–3 targeted questions and routed correctly.

·         Clear close for a 20-minute meeting with two time options.

·         Immediate follow-up email sent and CRM updated with notes.