Mile$tone Prep Program

Days 7 - 8​

5 Primary Steps to the Pitch

1) Break the Ice (casual starter conversation)
2) Floor (where are you with healthcare right now?)
3) About Me (I can see a full range of options for you)
4) GI v Approval (confirming health)
5) Essential Benefits (telling them what they need in a plan)
_____________

Pivot to Budget
Example

GI – high ($400)
Approval – lowest ($150)
Approval – nicer ($200)

Do you have a budget in mind that you just know you cannot exceed at this time?

_____________

Pivot to final questions to wrap up call



Okay, from what you've told me, I’m confident that you can find some real strong options within that range that even include strong PPO networks with low to $0 deductibles….

I can get to work on some options for you now by simply running a DOB and zip code through my quoting software….

A few more follow up questions and I’ll let you go…

Last Few Questions

1) Do you have any doctors that you’d like to make sure you keep in network?
2) Do you have any medications that I can look into for you?
3) What is your timeframe for needing a new plan?
4) Do I have your best email listed as ___?

____________________

Pivot to your Call to Action

Setting Next Appointment: Perfect. Can you give me time to do some research and I can even get an email over to you per our conversation today with rates and brochures personally tailored to your needs? I doubt I'd need more than 24 hours. How does this same time work for you tomorrow?

Confirm the call time and hop off of the call!