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Lead Capital Group

RETENTIONS MANUAL
CONTENTS:
OUR VISA PROGRAMS 4

BENEFITS OF THE DEPARTMENTS ASSOCIATED WITH RETENTION 5

THE STUDENT VISA 6

WHY DO OUR CLIENTS NEED TO START WITH THEIR STUDENT VISA APPLICATION TODAY
7

THE STUDENT VISA SCRIPT 9

THE EXPRESS ENTRY 19

UPSELLING 26

CONLEY PREP SCRIPT 27

THE WORKING HOLIDAY VISA 30

CLIENTS DOING IT ON THEIR OWN VERSUS USING THE SERVICES OF

CANADIANVISA.ORG 32

DIFFERENT TYPES OF URGENCY FOR THE WHV 32

JOB PREP THROUGH CONLEY UNIVERSITY 34

COUNTRIES THAT COULD PARTICIPATE IN THE IEC 36

WORKING HOLIDAY VISA BUNDLE SCRIPT 37

WORKING HOLIDAY VISA SOLUTIONS FOR WHEN THE POOLS ARE CLOSED 42

THE RETAINER AGREEMENT 44

PROSPECTING QUESTIONS 50

WALKING A CLIENT THROUGH PAYMENT: 51

LEGITIMACY AND SECURITY METHODS 52

REMEMBER TO USE ALL OF YOUR RESOURCES!! 53

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3
 OUR VISA PROGRAMS
TEMPORARY RESIDENCY VISAS: PERMANENT RESIDENCY VISAS:

● EXPRESS ENTRY
● Student Visa ○ FSTP
○ 3-6 months to process ○ FSWP
○ Allows studying full time and ○ PNP
working part time (20-30 ○ CEC
hours a week)
○ Valid for duration of course WHAT IS THE EXPRESS ENTRY AND
○ Allows clients to qualify for ITS BENEFITS?
post grad visa and become
eligible for CEC
● It is a PROCESS/CATEGORY not a
visa
● Tourist Visa
● It is one of the fastest and
○ 6-10 weeks to process
simplest ways of immigrating to
○ Strictly for visiting (NO WORK)
Canada
○ Single/Multiple Entry
● Allows clients to gain PR within
○ 6 months per stay
8-12 months
● If a client qualifies then they can
● Working Holiday Visa
be registered into the job bank of
○ 3-6 months to process
Canada - which is where they
○ Allows clients to work and
can receive possible job offers
travel
before even arriving in Canada
○ Available to certain countries
( can be used as a solution
○ Allows clients to qualify for
should a client ask about job
CEC
offers or PR)
○ 1-2 years

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 BENEFITS OF THE DEPARTMENTS ASSOCIATED
WITH RETENTION
RCIC
● Authorized & licensed by Canadian Law.
● Handles the filing and submission of the client's
application to the Canadian Government.
● Represents the clients to the Canadian
Authorities.
● Based in Canada – stays up to standard & date
with the latest regulations & changes.
● Will constantly update the client about the
progress of their Visa application.
MDC
● Works with 4 RCICs – ensures diversity
● CanadianVisa.org are acting agents of
MDC.
Based in Vancouver – ensures the RCICs stay
up-to-date with the latest changes in regulations
and policies.
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Case Officer
● State of the Art Dashboard is activated upon
payment for the Visa Processing – provides
clients with real-time digital updates about every
step of the process.
● Before the Case Officer calls the client, they can
access their Dashboard and watch a video that
provides a step-by-step guide of the next steps.
● Case Officers are available 12 hours a day, 5 days
a week to tend to client's needs.
● 2 Personalized Case Officers for each client.
● Academic Advisor provides advice on all the
schools & courses tailored to the clients' needs.
● Provides guidance on all the documentation
needed every step of the way.
● Guides the client on submitting their WES
applications to obtain their ECA’s in the fastest
and most convenient way possible.
● Clients are able to create a Ticket regarding any
issues or concerns on their Dashboard which the
Case Officer’s will tackle ASAP.
html/csr
● Collects all the necessary documentation
for the evaluation stage – providing
clarity on the format of the documents.
● Receives all incoming calls from the
clients should they need to get a hold of
their specific Account Manager.
● Assists clients to create their CV/Resume
and present it in a professional manner.
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THE STUDENT VISA
Cost: 1700 USD SINGLE ; 2700 USD FOR FAMILY
Processing Time : 3-6 months
Governmental Fee: 235 CAD
Academic ielts needed - CLB min 6 overall
Client scored below 67 points/100
● RCIC’s contact client after 24-48 hrs ONLY AFTER FULL PAYMENT has been made for
student visa

● Academic advisor contacts client 5 days after being registered for the student
visa process (Will only contact the client if they have paid a minimum of 500 USD )
(1)

● For clients who are 18 years old and up

● All clients require a Letter of Acceptance ( LOA) in order to obtain their visa
● 80% of our clients qualify for SV
● Minimum savings required - 20K-30K USD
● Should a client want to travel with their family on the SV:
(ONLY ONCE SV HAS BEEN APPROVED)
○ The spouse may apply for an Open Work Permit (OWP) - 1000 USD
○ The kids (under 18) may apply for study permit - 450 USD

PROCESS OF STUDENT VISA TO PERMANENT RESIDENCY

1ST YEAR ● Client will be required to study full time and work
part-time

2ND YEAR ● Once completed year of studies client will be able to

apply for Post-Graduation Work Permit that will allow
them to gain work experience in Canada

3RD YEAR ● After gaining one year’s full-time work experience in

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 Canada they will be able to apply for Permanent
Residency through the Canadian Experience Class

BENEFITS OF GOING THROUGH THE STUDENT VISA TO PERMANENT RESIDENCY PROCESS with
Canadianvisa.org

● Almost all of our clients qualify for student visa as there aren't many requirements
● By applying for a student visa - clients will personally be assigned to a knowledgeable
Academic Advisor who assists in looking for tertiary institutions that will benefit our
clients, which many other consultancies don’t offer .
● It is one of the quickest ways to gain permanent residency in Canada
● It allows clients to study and work at the the same time
● It allows a client to gain a qualification that is recognised by the Canadian government
● It allows the clients to gain Canadian experience so if they would like to apply for PR in the
future they gain more points for adaptability
● By studying in Canada - clients are able to apply for a Post Graduation Work Permit
which allows clients to essentially become a part of the Canadian economy and gain
recognised skilled work experience
● They can also help our clients find suitable programmes to study in Canada that
accommodates both the client’s and the Canadian government’s needs
● Clients only need to study for minimum one year before moving onto working in Canada
- they wont need to complete 4-5 year courses as that's all that's needed for a PGWP
● The Canadian government gives preference to clients that have Canadian experience so
by studying in Canada means clients are seen as priority

ROLES AND BENEFITS OF OUR ACADEMIC ADVISORS

● As a Letter of acceptance is a mandatory requirement for the student visa the AA assists
the clients with research and client applying to designated learning institutions in Canada
in order to gain the correct LOA
● They act as a direct line of communication between the client and RCIC - ensuring that
the clients stay up to date with their visa process
● They ensure that the client's documents are collected for the visa process and ensure that
they are also at the correct standards for the visa application

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● They handle all administrative duties on behalf of the client - meaning that the client
doesn't have to do anything except have their docs ready
● They are available at all times for clients and are not limited to specific hours or limited
consultation times without extra costs or fees

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WHY DO OUR CLIENTS NEED TO START WITH
THEIR STUDENT VISA APPLICATION TODAY
If a client is eligible for the student visa process, this means that they would need to
register immediately to ensure their application is secured - we get thousands of
applicants on a daily basis that are eligible for the student visa to permanent residency
but we can only accommodate a limited number of people.

The immigration process is based on points which are affected by a number of factors
- if a client meets the requirements they would need to start the process immediately
as any of those factors could change at any time. For example, should a client get older,
then they would lose points for age and could no longer be found eligible or if they
should fall ill with a medical condition or get convicted in the time they would also no
longer be found eligible for the process.

The Canadian Government has a dynamic set of Rules and Regulations for immigration
that frequently changes according to what the economy requires and if a client is
found eligible for the process they should grab the opportunity with both hands as
these rules and regulations could change at anytime and their application could no
longer be available as they would no longer be found eligible.

Clients should also keep in mind that in order to successfully come over to Canada and
effectively obtain their PR - they would need to be accepted by a designated learning
institution , these DLIs all have their own acceptance period and you need to be
registered within a certain amount of time in order to receive a LOA ( letter of
acceptance). This LOA is one of the most important factors for immigration as this will
allow you to study , get your PGWP and ultimately PR.

The Canadian Government has no limit on the amount of people that can come and
study in the country which is why there are so many people applying for the student
visa , however clients need to keep in mind that the DLIs can only accommodate a
certain number of students that will be allowed to study. Just like any university you
need to apply when the application period is open and even so, the institution will ONLY
accept a certain number of people to come and study - keeping in mind we already
have young Canadian adults who also want to study and they will be given first
preference to study as they are Canadian.

If you apply late, you will be waitlisted for the school

You will miss your processing window if we have the loa and it hasn't submitted yet
Canadian gov
intakes - January , may and September - schools can take up to 8 weeks to respond
and then it takes another 4 weeks to receive the loa to apply

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THE STUDENT VISA SCRIPT

Hi, Am I speaking with_____?

How are you today?

I trust you are available to discuss and complete the registration for your final
steps for your Visa Processing ?

Your Evaluation Results have been Successful so Congratulations!

You will be proceeding forward with the Student Visa to Permanent Residency
as this is going to be the best and the fastest way for you to get Residency in
Canada.

This means the first year you will be able to study in Canada. It does not have
to be something major, it can be something basic so that it can bring you into
the country to work and sustain yourself while living in Canada. We have an
Amazing Academic Adviser who will provide you with a list of courses and
institutions that you will be able to review and choose from. Our academic
advisors have a vast knowledge of the different programs and institutions
that would allow for you to continue your education, with the highest rates of
success.

This is a great opportunity as it will help you gain Canadian working

experience which is exactly what the Canadian Government is looking for. The
Canadian Government has created A program called the Canadian
Experience Class for individuals such as yourself who have completed studies
and set out to work in Canada. It will allow for you to come to Canada and to
potentially get the Canadian Experience Class Program so you can earn your
Residency.

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After one year of living, working, and studying in Canada you would have
gained a Canadian certification that will benefit you. This will then allow you
to obtain a PGWP to work full time in Canada for one year so you will be able
to gain additional Canadian Experience which will help you obtain Permanent
Residency in Canada at a later stage. The processing time for this Visa is only
3-6 months. The amount for the Visaprocessing is $1700.

Once this is complete, I will send your signed retainer to the RCIC and they will
contact you within 2-3 business days to continue with your Student Visa
processing so that we can get you to Canada as soon as possible. In addition,
a dashboard will be activated for you with a full drop-down list of descriptions
of documents that will be required to get you started on this journey. More
than that, you will also be assigned to a case officer who will work with you.

side by side with the RCIC, to collect, and approve your documents. When
your profile is completed, we will submit the application to the Canadian
Government on your behalf.

Right now, I am going to confirm your necessary details then we will register
you for the Student Visa Processing.

Once payment is completed

1. FULL payment Send info to signed retainer group to send to the RCIC.
2. Swiped or paid enter client info in Upgrade Goals group.

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Once the payment is completed : Give your client a step-by-step summary
of what is to come next.

1. Case officer will contact you to activate your visa dashboard.

2. Your academic advisor will then provide you a list of your school and course
options

3. Your visa application process with the RCIC

POTENTIAL OBJECTIONS OR CONCERNS AROUND THE STUDENT VISA

● Can I live anywhere?

This could be the literal meaning, where the client would like to know in which
area they will be living OR it could be the client asking about accommodation.
Probe more to establish the specifics of the question

We do take our clients preferences into consideration as we go through the

immigration as the decision would need to be one that ensures you are
comfortable and that's exactly why we will be personally assigning you to an
Academic Advisor - they will be able to assist in doing research for an
institution to study at and along with this they will be able to inform you where
the institution is located and give you further information about
accommodation while studying.

Should the client ask if WE are able to help them with a place to say:
We don't offer placement when it comes to accommodation, however our AA’s
can also help you with the research and give you all the necessary advice
needed to make an informed decision about where to live and how to to look
for a place to stay that suits your needs.

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● Why do I need savings ?
Keep in mind that when answering this question that you could raise an
objection so answer carefully!

Savings is to show the Canadian Government and institutions that you are
able to pay for your tuition fees and that you are also able to comfortably
sustain yourself while you are studying .

● What if I don't have savings ?

The process of immigration can take anywhere between 3-6 months , you’ll
have more than enough time to save. As long as your academic advisor is
aware of your concerns they will be able to help you find the solution to
anything you may need.

● Can I bring my family?

This could be a huge deciding factor for clients who are immigrating to
Canada specifically for the future of their families.

Your results and process has already been structured around you immigrating
with your family. The process that will happen with you and your family will
occur in stages. The first stage will be you successfully obtaining your student
visa to permanent residence and after you have been approved , we will be
able to apply for an open work permit for your spouse and study permits for
your kids .

● But I want permanent residency

If a client expresses this concern it means that you may have not explained
the process clearly and you may have to recap if they persist.

We understand that PR is your goal and this is going to be the easiest way to
get what you want. The process is not focused on you applying for a student
visa but rather focused on helping you get your permanent residency in the

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 simplest way possible and at the moment the best way to do that is to gain
Canadian experience through studying and working.

● But I have a job offer so I should get more points

Often clients do not understand how job offers work and are not informed
about the LMIA - probe to find out if they know what is and if the company
they’ve received the offer from has provided this document and personalize
the solution to their skill

The reason you have not gained the extra points for your job offer is because
we require an LMIA to validate the job offer. Do you know what an LMIA is? (if
the client responds by saying no, then elaborate on the LMIA)
I also see that on your results that you are currently employed as (clients skill)
and this skill can be sourced from inside Canada already.

● Why can’t I apply for the Student Visa by myself?

This concern will ONLY come up if you haven't added enough value to your
product

You are able to apply for the student visa on your own.
Keep in mind that this is still the beginning of the process and that there are
still many steps that you’ll need to go through such as obtaining a letter of
acceptance from a DLI in Canada which plays a significant role in getting
approval from the Canadian government.
By registering for our process, this means that you will have your own personal
academic advisor that will be able to help you obtain the correct LOA as well

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 as the guidance from an immigration specialist when submitting your
application.

● Why can’t I just do this at a later stage? (emotional hook)

Remember that you are currently _____ years old , right now you’re thinking
about making this move for yourself and your family.
Delaying this process will only make the move more difficult for yourself .
Moving to another country is a big step because you’re changing your whole
life , the longer you stay in your current country, the more comfortable you’re
going to become and you’re going to become more reluctant to take this
opportunity as you’re going to see it as a risk because you would’ve now
settled down.
Now I need you to remember the reason you applied _________ ( go back
to prospecting) - by delaying this process you’ll be losing out on the reason
why you wanted to immigrate in the first place.

● I only want to work in Canada. I am not interested in the Student Visa.

This concern will come from:
○ Clients who are concerned when hearing that they have to work part
time
○ Clients who are concerned that they won’t find a job in Canada as a
part time worker
○ Clients who are not sure how they will sustain themselves while working
part time
○ Clients who believe they are to highly qualified for student Visa or to
work part time

Top Jobs in Canada in 2022 and How to Apply - CanadianVisa.org

I understand that you would like to come and work in Canada and the student
visa will help you do that - it allows you to work and study at the same time .
Finding a job in Canada won't be difficult at all - the reason the Canadian
immigration is open right now is because the government is actually looking
for people to come live AND work in Canada

● I want to speak to the Academic Adviser before registering for the Student
Visa

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 This objection could come up if your client doesn't understand or trust what
you are telling them - you may have missed a gap so probe to find out what
it is that you’ve missed before providing a solution.

What is it that you’d like to discuss with them ?

You will be able to speak to your academic advisor once we’ve successfully
registered you for the process , for now I’m able to assist you with anything you
may need or any questions you may have about the process .

● I didn’t want to study in Canada, I just wanted to work.

You qualified for the student visa which enables you to work in Canada as well,
as soon as you have Canadian certification and enough Canadian work
experience you will be able to apply for PR.

● I already studied , so why do I need to study again?

This is what you qualify for, we don’t need you to study anything major, it
could be a 1 year diploma or 1 year certification , anything to bring you into
the country to work and sustain yourself while you’re living in Canada.

● This is too expensive , I won’t be able to afford the tuition.

You will have plenty of time to save up money as the process takes 3-6
months upon submission of the application and of course you will choose a
course from the list of options that are provided to you by our Academic
Advisor.

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 THE EXPRESS ENTRY
Cost: 2200 USD
Processing time : 6-12 months
Governmental Fee: 1365 CAD per adult (each spouse) ;230 CAD
per child

● RCIC’s contact client after ONLY AFTER FULL PAYMENT has been made for the EE to begin ee
profile

● Case Officer contacts client 24-48hrs days after being registered for the visa process (Will
only contact the client if they have paid a minimum of 500 USD )

● The Express Entry is a system that allows skilled workers to gain permanent residency in
Canada
● It consists of THREE major programs
○ FSTP (Federal Skilled Trade Program) - requires a job offer ( LMIA)
○ FSWP (Federal Skilled Workers Program) - requires skilled workers
○ CEC (Canadian Experience Class) - requires Canadian work experience
● Permanent Residents in Canada receive the same benefits as Canadian Citizens with the
exception of voting and a passport
● In order to gain citizenship in Canada - a client is required to reside in Canada continuously
for at least 3 out of 4 years.

● PR is valid for 5 years

● Out of 1200 points ( 6 factors ) CRS score

4 visas under Express entry

Federal skilled workers programme - skilled jobs ( 67 and above points needed )

Federal skilled trades programme - plumbers,electricians,carpenters etc ( no points

requirement. Client does need a prior job offer and LMIA )

Canadian experience class programme - requires previous canadian work experience

1560 hrs

Provincial nominee programme - province needs to nominate client to work in that

specific province if that province has a shortage of skills thats needed

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 3 immigration officials :
Federal immigration official - This is like a lottery system

Canadian employer - your skills must be needed in canada and not found as of yet

PNP - shortage of skill in that province. Obligated to stay in that province for a min of 1
year.

PROCESS OF THE EXPRESS ENTRY

1- ● Client is registered for Express Entry process and is registered by RCIC

REGISTRATION into pool of candidates and the job bank

2 - ITA ● Client needs to receive Invitation to Apply through 1 of 3 entities

○ Federal Immigration Official
○ Arranged employment
○ Provincial Nominee
● If a client needs receives an ITA they have 60 days to accept the offer

3 - SUBMISSION ● Once client has accepted ITA and all docs have been collected the
RCIC is then able to complete the submission of the application for
permanent residency

BENEFITS OF GOING THROUGH THE EXPRESS ENTRY PROCESS with Canadianvisa.org

● By applying for the express entry using one of our RCICs , our clients will be guided
through the process from start until end
● In order to qualify for a visa under the Express Entry, clients are required to have an
ITA document which is easier to obtain with the help of an RCIC as they know the

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 best ways to acquire one
● RCICs will know the best times to register our clients in the different types of pool
of candidates
● The express entry allows clients to come over to Canada as a skilled worker in
their profession and become a part of the Canadian economy
● Our RCICs assist the clients in making their Express Entry profile more appealing to
the Canadian Government so that they shouldn't have to wait long to receive an
ITA
● Our RCICs also register our clients into the job bank of Canada which means our
clients could receive possible job offers before immigrating to Canada
● Even though a client can submit an EE profile on their own , their profile can still
become dormant or even rejected if their application is not handled correctly or
even if they don't have supporting documents within the 60 day ITA acceptance
period
● Should a client gain their PR and stay in Canada 3-4 years this means they will be
able to apply for their Canadian Citizenship

ROLES AND BENEFITS OF OUR CASE OFFICERS

● They act as a direct line of communication between the client and RCIC - ensuring
that the clients stay up to date with their visa process
● They ensure that the client's documents are collected for the visa process and ensure
that they are also at the correct standards for the visa application
● They handle all administrative duties on behalf of the client - meaning that the client
doesn't have to do anything except have their docs ready
● They are available at all times for clients and are not limited to specific hours or
limited consultation times without extra costs or fees
● Our Case officers have strict rules that state they need to submit our clients visa
application as fast and as accurate as possible - which means it is their priority to
ensure that the applications are held to a high standard and submitted as efficiently
as possible

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 WHY DO OUR CLIENTS NEED TO START WITH
THEIR EXPRESS ENTRY APPLICATION TODAY
1. If a client is eligible for the Express Entry process (FSWP) this means that they
would need to register immediately to ensure their application is secured - we
get thousands of applicants on a daily basis that are eligible for FSWP but we
can only accommodate a limited number of people.

2. The Express Entry works on their own points systems using what we call their
CRS score - this CRS score can be impacted by many factors such as
education, work experience,age, medical conditions etc - by waiting to register
for this process, any of those factors can change at anytime - meaning they
could no longer qualify for the Express Entry.

3. The Canadian Government has a dynamic set of Rules and Regulations for
immigration that frequently changes according to what the economy requires
and if a client is found eligible for the process they should grab the opportunity
with both hands as these rules and regulations could change at anytime and
their application could no longer be available as they would no longer be found
eligible.

4. Clients that are found eligible should ensure that their applications are
registered as soon as possible because the Express Entry is based on a client's
CRS score . Keeping in mind that the CRS score can range anywhere from
0-1200 points , the Canadian Government will be more inclined to invite people
into the country that has a higher CRS score . So if clients are not able to move
forward immediately this means that if we get a client with a higher CRS score
- (meaning stronger qualifications and more work experience) Then they will be
given first preference to apply.

5. In order to officially qualify for the Express Entry - clients require an ITA to apply
- inorder to receive this invitation to apply for permanent residency they will be
registered into a pool of candidates. The longer a client waits to register for the
process, the later they are registered into the pool which means this will
decrease their chances of being selected when the rounds of invitations are
issued as the government will select clients who have applied earlier.

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THE EXPRESS ENTRY SCRIPT
Hi, Am I speaking with_____? How are you today?

I trust you are available to discuss and complete the registration for your final steps
for your Visa Processing ?

Before we start, I'd like to know how your journey with a Canadian Visa has been so
far?

This is very exciting and not many people have the opportunity for this program so
this is something that we will need to secure right away as there are only limited
Applications.

REMEMBER - PROSPECTING QUESTIONS SHOULD ALREADY BE ON THE CRM - JUST

RECONFIRM THE INFO YOU ALREADY HAVE

● Why have you decided to Immigrate to Canada?

● Have you saved to come to Canada? If yes How much savings do you
have?

Once you are registered under Express Entry and are admitted into the Pool of
Candidates and the Job Bank of Canada, this is where your file will be reviewed by
Federal immigration officers. You could possibly be issued with an invitation to apply
for Permanent Residence through a federal Immigration Official, a nomination
through a provincial nominee program or a Job Offer from a Canadian Employer.
Any invitation you receive you get to decide which one it is you want to accept.

Canadian employers will have access to your Express Entry registration details
through the new Canadian Job Bank. This means Canadian employers will be able to
review your file, they can offer you a job in Canada. The participating Canadian
Provinces and Territories will also seek to recruit candidates from the Express Entry
system to meet their local labour market needs.

If you receive a job offer or are recruited by one of the Provinces or Territories of
Canada you will receive an invitation to submit an application for Permanent
Residence. Receiving an offer to submit an application for Permanent Residence

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means your chances of approval are high, otherwise you would not receive an
invitation to apply.

Naturally the RCIC is more than able to assist you with the process from start until
completion. Express Entry will provide many windows of opportunity to those who
register under the program. The manner in which your information and credentials
are presented when you register is crucial and will make the difference between
success and failure.

Our RCIC members know exactly what the Canadian Government and Employers are
looking for so they will be handling all of your legal documentation and
representation to the Canadian Government ,along with the preparation course I can
tell you that you will be in the best position to immigrate and start a new life in
Canada

Once this is complete, I will send your signed retainer to the RCIC and they will
contact you within 2-3 business days to continue your Express Entry processing so
that we can get you to Canada as soon as possible.

Right now, I am going to confirm your necessary details then we will register you for
the Express Entry procedure

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POTENTIAL OBJECTIONS OR CONCERNS AROUND THE EXPRESS ENTRY

● How will I find a job? ( use the dashboard)

Top Jobs in Canada in 2022 and How to Apply - CanadianVisa.org

With the express entry finding a job will be really simple and you’ll be getting
all the help you need. Not only are you recognised as a skilled worker when
you’re registered for the express entry but you will also be registered into the
job bank of Canada which is one of the ways you can receive a possible job
offer.

You will also be assigned to a case officer and RCIC that can give you all the
advice and tips you need to find a job in Canada.

● Can I add my mother (60 years old to the application)

This could be a dealbreaker for some clients that are focused on their families
so you have to answer that will reassure your client about the decision they’re
about to make.

The cut off age for our process is 48 years and 10 months old, however the
Canadian government does offer sponsorship programmes for parents and
dependants. So once we’ve registered you for the process, you’ll be in contact
with your RCIC and they’ll be able to advise you on what to do and how to go
about bringing your family with you to Canada and that can only be done if
you yourself have undergone the immigration process.

● Can I bring my family ?

Of course you’ll be able to bring your family - the express entry process is for
skilled workers and their families who want PR.

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● How long is permanent residency valid for ?
This will usually come from a client that really wants to stay in Canada

Permanent residency is usually valid for the duration of time that you stay in
Canada. You can choose to extend your stay or even apply for citizenship, for
example in order to become a Canadian citizen, you only need to stay in
Canada for 3/4 years and you’ll be able to apply for your passport provided
that you actually STAY in Canada.

● Why do I need to pay for this Express Entry today ? - I've already qualified?
This will come from a client who doesn't see the value or urgency of what
you’re explaining about the product - probe to find out if there's anything
you’re missing

You’ve been found eligible for the express entry based on the points you’ve
accumulated through the evaluation process. Which means that you still need
to go through the process of registration and getting an ITA, and in order to
ensure that you have a higher chance of success with the process we need to
get you registered today. You’ve been found eligible TODAY so we need to
secure your application today because there’s no guarantee that you will still
be found eligible on another day.

If the client still objects - probe more about possible reasons that could
possibly make your client feel uncomfortable about wanting to pay
immediately.

● Can you guarantee me PR ?

This will come from a client that is worried about not investing with the
correct company and you need to reassure them and explain what makes
our company and RCICs different from others.

You have already been found eligible for the express entry which is the first
step in obtaining your permanent residence. You will be working with a
dedicated case officer as well as a qualified RCIC who gives us a 97% which
means your application will be handled correctly and according to the
standard of the Canadian government.
Keep in mind that inorder for your application to stand the highest chance of
success, we will need you to work with us and the necessary deadlines that
have been set in place to ensure everything is submitted and on time.

25
UPSELLING
Conley IELTS Prep Course and IELTS Online

Conley Prep Benefits

COST : 1500 USD

● Done through Conley University

● Client gets a private lecturer
● Receives 5 private lessons
● Course is over 10 weeks
● Lessons are 45 minutes each
● Lessons done remotely via video call
● Lessons done at clients own pace and time
● Study materials are new and up to date
● Courses start on the first of every month
● Courses are available in English , French and Turkish

The process of completing the Conley Prep Course

1 After completing the 1500 USD payment the client will be contacted by a
representative from Conley University

2 The client will then be required to write a preliminary exam to establish their level of
English - this will help their lecturer determine the client's strengths and weaknesses

3 After writing the preliminary exam, the lecturer will assign the client to an appropriate
course according to their level of English and schedule the lessons according to the
clients needs.

4 The client will then complete the appropriate course ( A1,A2,B1,B2,ESL)

5 After the course has been completed the lecturer will then advise the client if they are
ready to write the IELTS exam upon which they will receive a certificate of completion.

26
CONLEY IELTS Program Structure :
. The program prepares the student for the academic Training Test
• Students will be initially assessed by the university
• Students will be placed at the appropriate level compatible with their English level
• The student will be assigned a personal Instructor
• Appropriate computer ware and a stable internet connection will be required from
the student
• Students need to study and progress from the lessons on a regular basis
• The course is spread over a ten-week period (10) with five one-on-one sessions with
the Instructor
What's in the Conley package?
❖ The program prepares the student for the General Training Test
❖ 10 Modules spread over ten weeks
❖ Listening/Reading/Writing & Speaking Components are present in the Modules
❖ Module 9 & 10 mainly focuses on practising
❖ Test Overview
❖ Understanding the Test format – 4 parts
❖ Understanding the question types
❖ Importance of detail in the answer

Writing
❖ Understanding the Test Format – 2 parts
❖ Understanding the letter/essay requirements
❖ How to write an outstanding essay/letter
❖ Planning
❖ Understanding the marking criteria:
➢ Task Response
➢ Cohesion/coherence
➢ Lexical Resource
➢ Grammar

❖ Reading
❖ Understanding the Test Format
❖ Understanding the question types
❖ Understanding key skills:

➢ Skim

27
 ➢ Scan
➢ Read for detail
➢
❖ Importance of Time Management
❖ How to find answers quickly
❖ Practice Reading Tests

Speaking
❖ Understanding the Test Format – 3 parts
❖ The importance of body language
❖ Question examples
❖ How to effectively answer questions
❖ Understanding marking criteria:
➢ Fluency
➢ Pronunciation
➢ Lexical Resource
➢ Grammar
Answering a range of speaking questions
Practice writing essays/letters

Listening

❖ How long is it?

➢ This section of the IELTS is approximately 30 minutes
❖ How is it structured?
➢ Applicants must listen to 4 recordings and answer ten questions on each
recording.
❖ What does it test?
➢ This section is designed to test an applicant's ability to:
➢ answer multiple choice questions,
➢ match categories,
➢ label based on spoken instruction,
➢ summarize,
➢ complete sentences, and
➢ answer short questions

28
The learning management system :
❖ Students will receive the LMS website address, Username & Password
❖ 10 Modules, each with listening, writing, reading, and speaking
components
❖ Student intake is arranged monthly
❖ 75% Pass mark – takes into account: Course Progress / Class Attendance
❖ Instructors have access to the student's account
❖ Five one-on-one online classes (45 min) over ten weeks
❖ Exercises form part of the curriculum:
❖ Seven essays, four letters, seven listening exercises, seven Reading
exercises, two Grammar exercises, seven Quizzes
❖ Once the course is completed, the student will be equipped to achieve a
high band score in IELTS

29
 Conley IELTS Prep Course (English) $1500

Conley
Please address in a conversational way - The most important part of Conley is never to
pitch it but rather to make it sound like a saving grace.

Intro:
IELTS is an English test that needs to be completed by demand of the Canadian
Government. It's a hard test to say the least. It was designed to trick the English dialect to
test 4 major components which are Listening, Reading, Listening and Speaking. Listening is
the hardest component. You will be tested on writing letters and essays as well as
paraphrasing and audio listening. Even people in English speaking countries like the UK,
America etc. fail the test. The misunderstanding is that people usually think it's 'just a
normal English' test as you would write in school but it's not.
Impact:
Now I'm not trying to scare you but it's important that you know it's a serious test and that it
is carefully looked at because it holds the greatest number of points in your visa process.
The aim is to make sure that when you're working and studying in Canada that you are able
to fully comprehend and communicate with locals and attend and pass job interviews.
Rope in:
Our aim is to make sure you score the highest possible band score. For this, we have
sorted through thousands of institutions to find the best ielts course for international
foreigners to take that would take them to higher levels
Give and do not sell: the actual pitch
Conley university has the highest success rate with international recognition of excellence. I
will register you for The ielts preparation course offers a personal lecturer that will teach you
at your understanding and level based on a preliminary course that begins in the first week
of each month for a duration of 10 weeks. The lecturer will then create a personalized prep
plan for you at your own pace.

You will learn: Optional

● Students will receive the LMS website address, Username & Password
● 10 Modules, each with listening, writing, reading, and speaking components
● Student intake is arranged monthly
● 75% Pass mark – takes into account: Course Progress / Class Attendance
● Instructors have access to the student's account
● Five one-on-one online classes (45 min) over ten weeks

30
 ● Exercises form part of the curriculum:
● Seven essays, four letters, seven listening exercises, seven Reading exercises,
two Grammar exercises, seven Quizzes
Once the course is completed, the student will be equipped to achieve a high band
score in IELTs

The prep course is $1500 for everything I have just explained.

I'll register you now to ensure you have a spot available so you can start with your
course according to the correct timeline.

POTENTIAL OBJECTIONS OR CONCERNS AROUND CONLEY PREP

● Why do I need to take the IELTS course ?

● I can do it in my home country…
This will be asked by clients who don't really see the value of what you’re
offering so you’ll need to make them aware of what they’ll be getting by
doing Conley vs them doing it on their own.

The reason our clients take the Conley prep course is because the IELTS is
difficult as is and the Canadian government expects the clients to score well
to actually qualify for their visa programme. We’ve had clients try and prepare
themselves before and even do it through organizations in their own country
and all of those clients have come back to us requesting for our help after
getting low scores.
We don't want you to make the mistake of not being prepared and then
delaying your entire immigration process.

● This is great but I’m currently doing a course through Cambridge university
● But English is my first language
This objection may not only be Cambridge - but also may be an English
accredited university or even could be given by someone whose native
language is English and they see nothing wrong with their English.

It's excellent that you’re proactive with your immigration and that's exactly why
I’m going to be registering you for the Conley Course.

31
 A Lot of our clients immigrate from English speaking countries with great
programmes for IELTS exam preparation.
Keep in mind that your institution is specifically preparing you for the
standards of that particular country and that Conley university is specifically
accredited for Canada as the government has completely different standards
and even different types of IELTS exams to that country.
We want to make sure that you are fully prepared without any errors or delays
along the way.

● But I don't have this money now , as I have just paid for the visa process
This could be a genuine concern or a smokescreen for clients who don't see
the value of the product

You mentioned that you have already started saving for your immigration
process, so I don’t mind holding on the line if you need to transfer some funds
around - Feel free to take your time!

● Let me think about this and I’ll get back to you

This objection can mean many things - don't just assume you know the
solution , you HAVE to probe to find the real problem or concern.

What is it that you need to think about? The payment or the process?

PAYMENT - What about the payment are you concerned about ? Do you not
have the full funds available ?
-Use payment solutions

PROCESS - What about the process are concerned about ? Do you not fully
understand what I’ve explained ? Is there anything else you would like to
know? Would you like to know more about the company?
I am your account manager and I am here to help you with anything you may
need.

32
 THE WORKING HOLIDAY VISA
Cost: 1500 USD -

Processing Time : 3-6 Months

Governmental Fee: 161 CAD +100 CAD+ 85 CAD for biometrics
● RCIC’s contact client after 24-48hrs ONLY AFTER FULL PAYMENT has been made for

● Case officer contacts client 5 days after being registered for the visa process (Will
only contact the client if they have paid a minimum of 500 USD )

● Requirements for the working holiday visa differs from country to country - each
country’s requirements will be found on the Canadian Government website
https://www.cic.gc.ca/english/work/iec/eligibility.asp

- Based on Nationality, Passport and Age ( also check if the client is

vaccinated)
- IF proof of residence is required for specific country - then that client
will need to living in their home country in order to apply
● This is a single application - no spouses or dependent children may be added to
the application

● The International Experience Class is a category of visa programs designed for

young professionals interested in gaining international work experience. Canada
is a giant when it comes to its global economy and having exposure to the
Canadian Labor Market is a major advantage to any eligible candidate interested
in applying through the International Experience Class, namely, The Working
Holiday Visa.
● Canada currently has international agreements with 36 different countries eligible
under the IEC category, however only 35 of these are eligible for the Working
Holiday Visa.
● Other factors NOT necessary to continue pitching:

A minimum of $2500 CAD as proof of funds.

Police clearance & Medical exam certificates.
Participation fee of $156 CAD / Biometrics fee of $85 CAD / OWP fee of $100 CAD (Can summarize
the above cost by stating Gov fee of $350 CAD)
Port of Entry Letter provided by the IRCC at the end of the application. NB - the RCIC

33
will assist the client with all of the above.

The Pitch:

● - IF WHV IS NOT THE FIRST OPTION ON THE CLIENTS RETAINER AGREEMENT -

BEFORE PITCHING THE WHV PROCESS, ENSURE YOU ARE ADVISING THE CLIENT
ON THE RECOMMENDED PROGRAM FIRST (IF THIS IS SV OR EE). EVERY OPTION
MUST BE EXHAUSTED BEFORE BEING ABLE TO PITCH THE WHV OR THE CLIENT
MUST BLATANTLY REQUEST THE WHV. CALLS WILL BE MONITORED BY QA TO SEE
IF AGENTS ARE FOLLOWING PROTOCOL AND NOT ADVISING THE WHV WITHOUT
FIRST PITCHING AND ATTEMPTING TO CONVERT THE RECOMMENDED PROGRAM
BY THE RCIC
● - The WHV pitch is VERY straightforward. Follow your script and don’t try to add
too much extra information as this may cause unnecessary
questions/objections (REMEMBER, LESS IS MORE <3).
● - 9/10 clients interested in the WHV are clued up about the process and
will actually proceed to payment with little to no objections, mostly
questions (breath and stay confident in your answers).

PROCESS OF APPLYING FOR WORKING HOLIDAY

1st Step ● The client will be required to complete the payment of 1500 USD
for the WHV process and once registered they will have access to
their dashboard , an RCIC and their own case officer.

2nd Step ● The RCIC will then register the client into the pool for working
holiday - The client will have to wait for an invitation from the
Canadian government that says they may travel to Canada

3rd Step ● Once the client receives their invitation from the government they
will be assisted by their case officer to collect their supporting
documents and once completed - the RCIC will submit their
application directly to the Canadian Government

34
 CLIENTS DOING IT ON THEIR OWN VERSUS USING
THE SERVICES OF CANADIANVISA.ORG
Paying 1500 USD with
Canadianvisa.org
● RCICs
○ Know and understand time frames for
applications
○ Have good understanding of how the
pools of candidates work and when and
how to apply effectively - rounds of
invitations
○ Know exactly how to handle paperwork
and documents to enhance chances of
receiving an ITA and to make clients
applications more appealing
● DASHBOARD
○ Has external links to different blogs,
websites etc for extra info on
accommodation , jobs, traveling etc
○ Blogs,articles and infographics
○ Live tracking of application progress
○ Tutorials on navigating the immigration
process
○ Ticket system that allows clients to log
queries with their case officers
● CASE OFFICERS
○ Admin support
○ Full time support- no limited hours
○ Direct line of communication between
clients and RCIC
○ KPIs based on time and accuracy
● CONLEY JOB PREP
○ 1:1 sessions with HR professional
○ Personal Dashboard
○ Prep for interviews
○ Skills assessments
○ External links to job sites
○ Getting into job market
Paying 341 CAD with the Canadian
Government
● CLIENTS ARE UNAWARE
○ How many spots are available in the pools
and how the rounds of invitations work
○ Open/Closing times of the pool
○ How to effectively receive an ITA
● APPLICATIONS COULD BECOME DORMANT
○ A Client would need to be extremely proactive
inorder to keep up to date with their
application status as their is no live tracking
status on your government application and a
client could miss deadlines for their
application if they don't understand the status
of their application.
● SIMPLE MISTAKES
○ Any small errors or mistakes on the
application can cause an application to be
declined - meaning clients will have to apply
the next time the pool is open
● TIME FRAMES
○ The working holiday has many deadlines
involved that clients may or may not be
aware of such times for accepting an ITA ,
submitting their applications and biometrics
- if any of these deadlines are missed =
applications will be declined.
35
DIFFERENT TYPES OF URGENCY FOR THE WHV

36
JOB PREP THROUGH CONLEY UNIVERSITY

Cost: ● 750 USD

Course Duration: ● 1-2 months

Objectives: ● The road map to be followed for a successful job interview

from the preparation stage to the post-interview
● The methods of leaving the interview with a job offer in the
Canadian employment market
● Boosting the Job Searching process of the students to get
prepared for their perfect career

Program Outcomes ● To provide information about the key points in job searching
process
● Identify what recruiters are looking for
● To give details about different types of interviews
● Identify what questions are asked at an interview
● and how to approach them
● Develop a better understanding of the students’ strengths &
skills
● To enable the students to tackle interviews with confidence
● Improve students’ chances in getting a job by leaving a
positive impression

Advantages of the ● Compact & Easy to Understand

program ● Up to Date with Direct Benefits
● Fully Online
● No Limitations to Professional & Social Life
● Professional Support from Certified Instructors and student
advisors

Structure ● A Country guide (economy, job market, working rules, main

sectors, leading companies, and job search portals)
● 10 core modules
● 10 Assignments
● Final Project
● Videos & Articles
● Online session with a Certified Human Resources Professional
● Access to a dashboard - to track progress and access to
tutors

37
38
COUNTRIES THAT COULD PARTICIPATE IN THE IEC

Andorra Latvia

Australia Lithuania

Austria Luxembourg

Belgium Mexico

Canada Netherlands

Chile New Zealand

Costa Rica Netherlands

Croatia Norway

Czech Republic Poland

Denmark Portugal

Estonia San Marino

France Slovakia

Germany Slovenia

Greece Sweden

Hong Kong Spain

Ireland Switzerland

Italy Taiwan

Japan Ukraine

Korea United Kingdom

39
 WORKING HOLIDAY VISA BUNDLE SCRIPT
Please check criteria with client nationality, passport and age to see
whether they are eligible to continue with WHV:
https://www.cic.gc.ca/english/work/iec/eligibility.asp

Client must be fully vaccinated to come on WHV.

Hello! May I speak with ___. My name is _ and I am calling you from Canadian Visa .org. How
are you today? Fantastic.

-Do you have access to your internet?

I do have great news for you. You are eligible to proceed with your working holiday visa
process.

Before i register you i would like to ask you a few questions

1. When does your passport expire

2. Have you saved up for the process? How much?
3. When would you like to be here?

Currently the pool is open as this is a seasonal visa.

The RCIC of Canada will be reviewing and analyzing all your information and documents,
filling in all your Visa application forms and handling all of the legal documentation on your
behalf.

You will be receiving an email and call from your case officer with the full list of documents
you need to provide to the RCIC in order for you to obtain your Working Holiday Visa.

Now, most importantly, i will be sending you a retainer agreement, an agreement between
you and the RCIC, once we have the hand signed retainer agreement back from you, we will
have the RCIC and his professional team contact you within 48 hours and they will then be
doing everything with you step by step thereafter.

The total cost for the Canadian Working Holiday Visa Registration Package inclusive of the
Job prep course is $1500). Governmental fee is 235 CAD (inclusive of biometrics)

40
We will now be registering you for the Working Holiday visa process. Will you be using the
same card as before or a new card to process your payment now?
Is this your personal card?

Please note - Countries that require a person to provide proof of address have to apply for
the working holiday visa and do their biometrics from within their country.
Benefits of RCIC:

1. RCIC process visa on the clients behalf

1. Should the client need to know any more info 24/7 assistance
1. If the client ever wants to put the file on hold then we will until the client is ready to
process.

41
RCIC & The working holiday benefits

- The RCIC is licensed and authorized to process the visa on the client’s behalf.
This ensures no mistakes are made during the submission process and
provides the client with the highest rate of success.
- Our RCICs are located in Canada. A common rejection reason is late
submission of mandatory documents (Biometrics/Open Work Permit
application/Submitting the application once an ITA is received). Being in
Canada and having an extensive understanding of the Visa application
process ensures the client’s success rate is as high as it possibly can be.
- The WHV is a seasonal Visa, meaning it is not available all year round.
Applications are EXTREMELY limited, therefore having a representative who
understands the ins and outs of the process is a major advantage.
- An above 97% success rate (OUR FAVOURITE).
- 12/5 Customer service provided by the clients team of Case Officers ensuring all
queries and questions are followed up with ASAP.
- Knows exactly what the Government and employers are looking for.
- If the client would like to place the application on hold (after they pay, of
course), we provide this time until the client is ready to proceed.

- The WHV does not provide the client with a Job Offer. Upon approval of the
application, the client receives an Open Work Permit. This allows the client to
work for most Canadian Employers without restrictions. This means that the
client needs to know how to find, apply for, and attract the best employment
opportunities - this is exactly what the Job Prep course is designed to do.
- The course will assist clients to identify what Canadian employers are
looking for. - The course is short. It usually takes around 1-2 months to
complete but can be completed in a much shorter time if the client would

42
 like to.
- 100% online so it's non-invasive on the client’s personal and work
responsibilities. - The client gets a 1-on-1 coaching service hosted by a

Canadian Human Resources professional, ensuring the client can remain

professionally competitive in the Canadian Job market.

Common Questions a client may have:

1. “Do I need a job offer before I can be accepted for the Visa?”

- No. Clients are required to get an Invitation to Apply through the WHV
pool, however they do not require a job offer to get accepted.

2. “How many hours can I work during my stay?”

- There are no restrictions on the amount of hours a client may work in

Canada on this Visa.

3. “Am I allowed to work for more than one employer on this Visa?”

- Clients are able to work for more than one employer during their

stay.

4. “Can I travel around or do I have to stay in a specific province or

city?”

- Clients are able to work in more than one location during their

stay.

5. “How long does the process take?”

43
 - The average processing time is around 3-6 months.

Common Objections:

1. “This is too expensive. I could do this by myself for a lot cheaper.”

- 1 in every 3 clients applying by themselves are rejected during the Visa

application process. This is due to common reasons such as late
submissions, incorrect documentation and misrepresentation. Our RCICs
have years of experience in assisting our clients successfully obtain their
visas. THE WHV is a once in a lifetime opportunity. Working with an RCIC
ensures your first application has the highest probability of success, and
gives you the comfort to know that your application is in the right hands.
(don’t be afraid to tack on the benefits of the Job Prep course, and probe as
to whether the client's concern is value or affordability. Value = benefits &
affordability = Partial Payments).

2. “I’m not ready to pay for this now. It’s too expensive. I’ll call you back when I’m
ready.”

- Probe to understand if the client has a 3rd party that can assist /
Affordability issue - offer Partial Payments / Client could be afraid to
commit - probe to understand if security is the issue. Remember,
objections don’t change, only the product. The WHV is a SEASONAL visa
therefore its limited. This is a great basis to build urgency to close the
client with one of the above options.

44
WORKING HOLIDAY VISA SOLUTIONS FOR WHEN
THE POOLS ARE CLOSED

● Use the current pools as a solution.

- Explain to the clients how many invitations have already been provided and
how many are still waiting to receive their invitations.
- Explain that the chances of getting an invitation is low for the new season
because the ones still waiting from the previous season will be provided first
preference. Therefore, working with the RCIC will also increase your chances of
being able to receive an invitation, regardless of the above.

● The time frame of the new season will more than likely be in January. Mention
this to the client.
- Explain that the ones that applied last season but missed the deadline
will be given first preference so, you want to be registered now to avoid
disappointment. Sell RCICs.

● Switch up prospecting questions.

- Ask clients what their plans are for December to establish their financial
situation. Get in deep with their personal situation as we are coming to
the end of the year.

● Mention to clients that if they go on the government's website, they can’t

submit anything right now due to the pools being closed. The RCIC’s are able
to still process their application getting it prepared for when the pools open
up, which again is giving the client first preference. The RCIC’s will also be the

45
 first to know the exact day and time the pools will be re-opening to give their
clients first preference.
● The government is more likely to take in an application prepared by the RCICs
because they know it will be up to their standards and it won’t be a messy
application or missing any vital information unlike when a client applies on
their own due to lack of knowledge.

THE TOURIST VISA

Cost: 457 USD per adult ; 157 USD per child

Processing Time : 6-10 Weeks
Governmental Fee: 100 CAD for adults and children + 85 CAD
for biometrics
● RCIC’s contact client after 24-48hrs ONLY AFTER FULL PAYMENT has been made for
the process

● Case advisor contacts client 2-5 days after being registered for the visa process
(Will only contact the client if they have paid a minimum of 457 USD )

● The tourist visa allows client to travel to Canada for a maximum of 6 months per
stay

○ Single entry visa - only allows them to travel once for 6 months

○ Multiple entry visa - allows them to travel multiple times for 6 months
per stay - this is up to the discretion of of the Canadian government -
multiple entry visas are usually valid until a clients passport expires

● Clients are NOT allowed to work on a visitors visa or stay longer than 6 months in
the country

46
 PROCESS OF APPLYING FOR TOURIST VISA

1st Step ● The client will be required to complete the payment for the tourist
visa process and once registered they will have access to their
dashboard , an RCIC and their own case officer.

2nd Step ● The client will be assisted by their case officer to collect their
supporting documents and once completed - the RCIC will
submit their application directly to the Canadian Government

3rd Step ● Client will then await final approval from the Canadian
government. After receiving the final approval it can take up to 14
business days for the client to receive the visa stamp on their
passport.

47
COUNTRIES THAT QUALIFY FOR ETA - NOT TOURIST
VISA

Andorra Latvia

Australia Lithuania

Austria Luxembourg

Belgium Mexico

Canada Netherlands

Chile New Zealand

Costa Rica Netherlands

Croatia Norway

Czech Republic Poland

Denmark Portugal

Estonia San Marino

France Slovakia

Germany Slovenia

Greece Sweden

Hong Kong Spain

Ireland Switzerland

Italy Taiwan

Japan Ukraine

Korea United Kingdom

48
 TOURIST VISA SCRIPTS
Please use this link to verify clients nationality of passport to see
whether they need a Tourist Visa or not:
https://www.cic.gc.ca/english/visit/visas.asp

If it states the client needs an ETA YOU CANNOT sell Tourist Visa to client.

When do you wish to visit?

What is the purpose of the visit?

How long do you plan on staying in Canada for?

Do you know where in Canada you would like to visit?

What is your occupation?What is the total amount of money you have saved up for your trip
to Canada?

When does your passport expire?

Will you be traveling alone or with family?

(Get Full names of family members)

Do you have any criminal records?

Do you have any medical problems?

WELL, (Client’s first name) according to the details you’ve just provided me, you (and your
spouse, family) do require a Visa in order for you to come visit Canada, but don’t you worry,
we will be assisting you with everything in order for you to obtain this visa in the fastest and
simplest way possible.

We are working with the Regulated Canadian Immigration Consultants such as [Mr. Jimmy
Park…], who will review, analyze and fill in your Visa application forms and guide you until you
(and your family) arrive safely here in Canada! So, if you receive the visa, you (and your
family) will of course be able to visit Canada at any given time for a maximum period of 6
months per stay.

49
Once we register you for this process today, you will receive an email from us with the full list
of documents you need to provide to the RCIC in order to obtain your Tourist Visa, as well as a
retainer agreement (contract between you and RCIC) which you will need to read, sign, scan
and send back to us ASAP.

•The RCIC and his professional team will contact you within 2-3 Business days upon receiving
your signed retainer for the Tourist Visa. They are then going to do everything with you step by
step, which means they will be handling all the legal documents and representation on your
behalf.

•Once the RCIC submits your Visa application it should take anywhere between 6 – 10 weeks
on average (must say 6-10 weeks not processing time on website) (Currently closed) the
RCIC will notify you immediately upon receiving the letter of approval from the Canadian
government. (Also, you need to state to the client that the Visa processing is currently
closed). We will secure their file and prepare their documents so that once it opens the RCIC
can do the submission.

• Alright? Once the Visa Application is Approved it may take up to 14 Business Days to receive
the Visa Stamp on your Passport.

•Is everything clear so far?

•Do you have any questions? Now, I will be your dedicated account manager, so I want you to
write down my personal email csr@canadianvisa.org, Do you have it? Great! So, (client
name) the cost of the Tourist Visa Registration Package today is only $_______. And the
other fee you would have to complete is the governmental fee of 100 Canadian dollars per
person, once your file is ready for submission to the Canadian Government. you might also
be required to do the biometrics and the fee is $85 CAD.

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THE RETAINER AGREEMENT

1. RCIC Responsibilities and Commitment

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2. Client Responsibilities and Commitment

3. Billing Method

4. Payment Terms and Conditions for the professional services of the RCIC as
described in section 1

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5. Payment Through Recognized Agent

6. Refund Policy

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7. Dispute Resolution

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8. Confidentiality

9. Force Majeure

10. Change Policy

11. Termination

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12. Validation

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POTENTIAL OBJECTIONS OR CONCERNS AROUND THE RETAINER

● Let me read through the retainer and the documents and I’ll get back to you
That's exactly why I’m on the line with you, open up the retainer on your side
and we’ll go through it together . If you have any questions I’d be more than
happy to answer and explain everything you need to know.

IF CLIENT STILL OBJECTS:

The retainer agreement is specific to your profile and there's a lot of
information in the retainer that might not make sense to you, I’d like to explain
everything to you so that you know exactly what the retainer is about and
what everything in the retainer means and how you could possibly use it in the
future.

● Send me the retainer so that I can discuss it with my lawyer first

I’m glad that you are in contact with a lawyer , the extra information and
support will be very helpful to you. Keep in mind that you’re dealing with an
RCIC who is a specialist in immigration and this document was drawn up by
them . Immigration lawyers don't specialize in immigration so therefore they
wouldn't be any help when it comes to the retainer .
If you have any questions , you have me on the line to help you go through
and discuss the aspects of your retainer and once we’ve registered you , you
will be in contact with the RCIC who can help you even further with
understanding the legalities of your retainer.

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PROSPECTING QUESTIONS
Remember when prospecting your clients the questions you’re asking is not just to
get information from the client but rather to gain insight into your clients emotional
buying criteria and to gain a better understanding of how to effectively pitch and
close your client

1. When would you like to immigrate?

2. How long have you been thinking about this for? ( great, so you're very much
ready to start the process today)
3. Do you have a high school diploma?
4. What is your highest level of education?
5. What's your occupation?
6. How many years of experience do you have?
7. Have you started saving up for your immigration process?
8. Married or Single?
9. When would you like to be in Canada?
10. Have you ever been to canada?
11. Do you have any family in Canada? Relatives in Canada Relatives in Canada
(Spouse, Parent, Siblings, Aunt/Uncle, 18 years above Canadian Citizens or
Permanent Residents)
12. Do you have any health problems?
13. Any criminal record
14. Why do you want to leave your country of residence

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WALKING A CLIENT THROUGH PAYMENT:

1. Mention to your client that we will now be starting the process and that you will
be sending them an activation link via email
2. Tell your client to look for the email with the subject line : ‘One final step before
we get started’ and open it.
3. Explain that they should see a hyperlink button that says ‘Continue process’
and that they should click on that to access the link
4. Once they have opened the link , they will then need to fill in their billing
information followed by their payment/card information
5. Once they have completed their information they should get a response
stating whether the payment has been approved or not (depending on the
link they use they could be required to authorize the payment with an OTP
before getting the response)

African Countries

DPO/DIRECT PAY WILL BE YOUR FIRST OPTION TO SEND AS A PAYMENT LINK :

1. Ask the client if they will be using their card or mobile money

1.1.) If the client will be using their card then - they can choose the card
option on the dpo link - fill in personal details on the top of the page -
click on the 2 check boxes - click pay now.

1.2) If the client is using mobile money - then they choose the mobile
money option - select their country -choose their MM network - fill in
their phone number - fill in personal details - click on the 2 check boxes
- click pay now - they will receive a code which they need to dial in the
phone e.g *1771*5689# - that will automatically allow their payment to
proceed.

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 LEGITIMACY AND SECURITY METHODS
When doing the methods below you will need to guide your client through each and
every step - ensuring that they are following/understanding your instructions
correctly and taking note of everything

1. Start with Canadianvisa.org

Have the client click on “Why use an RCIC?”
Guide them through benefits of using an RCIC & meet our team
Have them watch the video on ‘How to verify an RCIC”

2. Start with MDC Canada

On the home page - scroll down until the sections that shows meet out team
DIscuss the RCICs and their license numbers
Have the client click on the CICC logo underneath their pictures
They will be redirected to the CICC page - where they can verify the RCIC’s
through the public register

3. Start with MDC Canada

On the home page - scroll down until the sections that shows meet out team
DIscuss the RCICs and their license numbers
Next , have them open a new tab so that they can go directly to the Canadian
governments website - cic.gc.ca
On the government website have them search RCIC and select the first option
that says Úse of representatives’
Have them read the first paragraph and select the hyperlink that directs them
to the CICC
Once on the CICC page - have them select ‘Find an immigration professional’
and verify the RCICs

4. Start with Canadianvisa.org

Have the client search ‘Scam’ and select ‘Canadian Visa Scam: What to
Watch out For’.
Read through the paragraph that says ‘What to Look out for on their Website’
Once you’ve gone through all the points - take them back to our back to our
home page and have them go onto Trust pilot and look through our reviews

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REMEMBER TO USE ALL OF YOUR RESOURCES!!

1. TRUST PILOT https://www.trustpilot.com/review/canadianvisa.org

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2. CANADIANVISAREVIEW
https://canadianvisareview.com/top-10-trusted-agencies

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3. TESTIMONIALS - https://mdccanada.ca/about-us/testimonials

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4. KNOWN AGENTS - https://mdccanada.ca/known-agents

5. YOUTUBE - https://www.youtube.com/c/CanadianVisaConsultants

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6. OUR 360 STATE OF THE ART DIGITAL DASHBOARD

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7. WHY USE CANADIANVISA.ORG
https://canadianvisa.org/about-us/why-use-canadianvisa.org

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Time Solutions - The below solutions are used at any time when a client
is requesting a callback at payment without swiping :

(Logical Response)

(Always start your solution with understanding)

So if it was up to me I wouldn't mind calling you back at any time but because the RCIC's are
authorized under Canadian Law they have a very specific mandate regarding the amount of
applicants they are able to accept under any visa program. It would depend on the RCIC's
mandate on the amount of applicants that have already registered under this program and then
we still need to consider applicants receiving their results today for the exact same program as
you. It's not that the RCIC's want to limit the number of applicants they accept but at the end of
the day they have to follow the overall quota set by our minister of immigration.

Shows actual governmental quotas client will search for Canada Immigration Quota and select
the option below

(Depending on type of client) - Emotional approach on how every applicant is treated

the same because Canada prides itself on equality.

“ If it was up to me I would be happy to call you back but the RCIC's have a mandate regarding
the amount of applicants they accept under each program from every country. I'm sure you
know the foundation of our country is equality to make sure that everyone in the world has the
exact same opportunity regardless of which country they are applying from. “

Objections where the above solutions are applicable

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 ● Client: I need to discuss this with my family before making any decision please call me
back.

● Client: Thank you can you send everything to me in an email and I give me a call in a
few days

● Client: (At payment, client suddenly has to leave) My boss is calling me so we can
continue with this process on another day.

● Client: I dont have my card on me right now its at home you can call me back or send
me the link and I will continue when I get home

Funds

- Always start from a point of understanding

“ I do understand not everyone just has $1700 when they receive their results and it's perfectly
fine because this is not about funds. It comes down to availability. So in order for me to try and
get you the time you need there is a specific process we need to follow. “

OR

“ I will need to file a report which is sent off to the RCIC requesting an extension and in your
report I will need to provide a valid immigration reason as to why an extension is needed. - Now
there is no guarantee that the RCIC will grant the extension. This will depend on their mandate
for this program. The amount of applicants registered already and the amount of applicants
they can still accept. “

OR

“ Remember as I am discussing your results there is an entire department that deals with this
specific visa program Which means there are other applicants registering while we speak. “

OR

“ So since your reason is funds we will need to follow a 3 step payment protocol. This will allow
them to see, it's not that you don’t want to start your process but you just need extra time and
we will find out together on this call if they are able to grant the extension and for how long.”
( when speaking about the mandates of RCIC always use a percentage not a number
and keep it in the 90's)

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(Remember to cancel out trust if all else fails)

Tricking into Legit. ( You just want to show them who they are signing the doc with and who will
be responsible for their process)

There are only 4 types of representatives in our country that are authorized under Canadian law
to process a visa, if your representative is not authorized and submits an application our
government reserves the right to reject your application due to misrepresentation as that makes
you inadmissible.

In legitimacy always do it from retainer to government website to mdc

Always show Known Agents as you can link it to point 5 in the retainer.

Retainer

So once you have signed the document you will be moved under signed applicants for this visa
program and the system will automatically send you the registration link to move forward with
the visa process.

Remember if they dont have funds the system automatically sends a new link when payment
declined.

(DON'T MENTION PAYMENT PLAN)

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The system automatically divides the payment you have nothing to do with it.

UPSELL

Keep the call open for upselling

When client asks you is this the only payment/will there be any other payment after this

“ This is the only payment for the RCIC to process your visa. However it does not include
third party payments regarding documents.”

For example WES, IELTS or if you have to have any documents translated.

This leaves your opening for Conley/ Job Prep

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