VIP TRAINING — MODULE 10/10← All modules
MODULE 10

Objections & Booking The Meeting

Final module. The 10 most common objections you'll hear, exactly how to respond, and how to land the calendar invite without being pushy.

THE 10 OBJECTIONS

What You'll Hear And What To Say

ObjectionResponse
"We already have a CRM""Yeah, what are you using? — ok, and is it actually doing automated follow-up on quotes that don't close? That's usually where we add value. Most agencies have a CRM but it's just a contact list, not a follow-up engine."
"We're too busy right now""Totally hear that — ironically that's exactly why agencies bring us in. We're the team that handles the website, the CRM, the follow-up, so you don't have to. 20 minutes Thursday to see if it makes sense?"
"It's too expensive""What were you expecting it to be? — ok, I get it. Quick math: if we add 30% to your close rate from automated follow-up, what does that work out to in monthly revenue? — right, so the question isn't really cost, it's whether it actually works for you. Which is why a 20-minute demo makes more sense than a price discussion."
"Send me some info""Happy to. What I'll send is a 60-second video walking through what we'd build for an agency your size, plus a calendar link. If after watching it you want to chat, we can do Thursday or Friday. Best email for that?"
"Not interested""Got it — mind if I ask, is it because you have something already, or just not on your mind right now?" (then handle whichever it actually is)
"Call me back next quarter""Sure — what's a better time? I'll put a reminder on my calendar. Quick thing though, if you have just 2 minutes now I can tell you specifically what's working for agencies your size, and if it's not relevant we'll skip the callback."
"I'm not the decision maker""Got it. Who would I want to talk to about marketing and lead generation at the agency? — would you be willing to do a quick intro?"
"We tried [HubSpot/Pipedrive/etc] and it didn't work""That's fair. The issue with HubSpot/Pipedrive is they're built for tech companies, not insurance. We're insurance-only, which means our pipelines, automations, and templates are pre-built for what you actually do. Worth seeing the difference on a 20-minute call?"
"How is this different from [competitor]?""Honestly the biggest difference is we're insurance-specific and we manage everything for you — you don't hire a marketing person or learn the software. If you want, I can walk you through the comparison on Thursday. Specific or general questions are easier with a screen."
"What's the contract?""No contract. Month-to-month. You can cancel anytime. Most agencies stay because the math works, not because they're locked in. Want to see what the math looks like for your agency?"
The pattern: acknowledge the objection (don't argue), reframe to your value, ask for the meeting again. Never argue. Never get defensive.
BOOKING THE MEETING

Get To Calendar Without Being Pushy

The whole call is about getting to a calendar invite. Here's the close sequence:

1. SOFT ASK: "Is there value in a quick conversation?" 2. TWO TIMES: "I have Thursday at 10 or Friday at 2 — which works?" 3. CONFIRM: "Great. Best email for the invite?" CALENDAR INVITE SENT
The Calendly link is your friend: https://links.agentleadengine.com/widget/bookings/ale-strategy-call — if they push back on a specific time, send them this and tell them "pick whatever works."
AFTER THE CALL

What To Do Once You Hang Up

  1. Log the call. Even if it didn't book. Note what was said, what their objection was, when to follow up.
  2. Send the calendar invite immediately. While the conversation is fresh in their head.
  3. Send a confirmation email. Short. "Great talking. Looking forward to Thursday at 10. Here's what we'll cover: [3 bullets]."
  4. If no booking: schedule a follow-up. 1 week, 2 weeks, 4 weeks. Persistence wins.
  5. Send a text. If they shared their cell, follow up by text. iMessage > email for staying top of mind.
YOU'RE READY

That's the whole curriculum

Modules 1-4 gave you the insurance world. Modules 5-7 gave you our product. Modules 8-10 gave you the call. You don't have to be perfect — you just have to dial. The first 50 calls will be rough. Calls 50-200 you'll start landing meetings. After 200 you'll have your own version of all this dialed in.

The 1 thing that matters most: dial the phone. Skill comes from reps. The script you just learned only works if you make the calls. Sam will tell you the daily target. Hit it.
HELPFUL VIDEOS

Watch These To Reinforce This Module

Each link opens a YouTube search. Pick whichever video looks best in the results.

Ready for the next module?

You finished all 10 modules. Loop back to anything you want to review or just start dialing.