August 22, 2011

Twice Verified Script

Hello, may I speak with [consumer name]? Hello, [consumer name if available], this is [AGENT NAME] from the Tax Verification Center. Im following up on a previous inquiry for help with your taxes. Update: At the onset of the call, if the customers say I dont have time to talk right now we can set it as appointment instead of call back. conference in the specialist, and set appointment with specialist on the line. Example: Customer: I dont have time right now. Can you call me later? Agent: Not a problem. Let me have a tax specialist call you. But first may I ask for your Preferred Date and Time: Best number to reach: Email: IRS Tax Amount: CONFERENCE IN THE SPECIALIST Do you still owe the IRS? Wait for answer, if over $7,500 you can proceed If less than $7.500: Sorry, unfortunately our programs require you to have at least $7,500 in back taxes. Thank you for your interest. If more than $7,500: Do you owe the state as well? If Yes: How much do you owe approximately? If No: Continue

We have various new programs that can help regardless if you have wage garnishments, levies or liens. Just to make sure you qualify May I have your: First and Last name: (If given, just confirm full name) Tax Debt Amount: (refer to total amount mentioned at the beginning of the call) State: Tax Type: Federal, State, Federal and State (refer to the tax agency mentioned at the beginning of call) Thank you for the information. I actually have a Tax Specialist standing by that can help you right away. Please stay on the line while I connect you with the Tax Specialist. [Make sure to get confirmation before making the transfer] If Yes: Warm Transfer to: 888-418-4944

When connected to tax specialist: Agent: Hi, [tax specialist name], I have here [customer name] on the other line, he lives in [customer state], his phone number is [customer phone], and his tax amount is [IRS tax amount], okay? Going back to the customer: Agent: Hello [customer name], I'd like to introduce you to our tax specialist, [Andy, Kevin etc.] Thank you for your time and you both have a great day! If No: Ok, when would be the best time for a specialist to call you back? Date: Time: Best number to reach them: Email: CONFERENCE SPECIALIST. SPECIALIST will need to get the contact info and then provide their contact info to the client.

Rebuttal Situations
1. I dont have time to talk right now Answer: Okay no problem can you give me 30 seconds? Id like to get my calendar and well conference you in with our tax specialist to set up an appointment really quickly 2. Not interested. Answer: Well Sir/Mam theres been an exciting change to the IRS that will benefit you in your current situation, its free to hear and will only take a second. http://www.irs.gov/newsroom/article/0,,id=236540,00.html 3. Howd you get my number? I didnt apply? Answer: Someone from this number called, we talked to someone from this number in the past, were doing a follow up call we have information on new tax programs wed like to share with you.

Dispositions - Ask Adrian if yo have any questions adrian@foxyreign.com System Puts these In
AM -Answering Machine BUSY - Busy Tone CBHOLD - Call Back Hold DMNI - Prospect Not Available FAX - Fax Tone DISC - Disconnected Number

Agent Dispositions

DNC - DO NOT CALL HU - Customer Hung Up. Dialer has connection issues. LANGB - Language Barrier. N - No Answer. NI - Not Interested. Be sure you try your rebuttal. NQ1 - They do not owe the IRS NQ3 - Bankruptcy Filed NQ4 - Tax is below USD 7,500 SALE - Call Transferred Appointment SALE2 - Call Transferred - Hot WNUM - Wrong Number